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Weston Lindeman discusses the historical impact of financial crises and what we can learn from them to better prepare for retirement.  He explores the similarities between the Great Depression and the Great Recession, emphasizing the importance of planning to avoid losses and mitigate downside risk.  He also discusses the potential changes to Social Security and the need for a comprehensive retirement plan that accounts for legislative risk. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindeman discusses the historical impact of financial crises and what we can learn from them to better prepare for retirement.  He explores the similarities between the Great Depression and the Great Recession, emphasizing the importance of planning to avoid losses and mitigate downside risk.  He also discusses the potential changes to Social Security and the need for a comprehensive retirement plan that accounts for legislative risk. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

There are few things more important than ensuring you and your family have a strong financial plan that will help enable you to have more confidence in your retirement strategy.
On Retire Right Radio, Paul Roberts helps listeners understand their finances and future, create a financial strategy to help pursue a secure and comfortable life and work toward financial security and independence.

Retire Right Radio with Paul Roberts

Financial History Rhymes

Weston discusses various aspects of retirement planning.  He touches on topics such as income planning, market volatility, diversified income streams, healthcare costs, tax planning, and longevity risk.  He also highlights the need to adapt retirement strategies to the changing world and not rely on outdated approaches.  Weston discusses the importance of taking strategic action and working with competent advisors to navigate financial obstacles.  He emphasizes the benefits of small wins and the snowball effect of progress. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston discusses various aspects of retirement planning.  He touches on topics such as income planning, market volatility, diversified income streams, healthcare costs, tax planning, and longevity risk.  He also highlights the need to adapt retirement strategies to the changing world and not rely on outdated approaches.  Weston discusses the importance of taking strategic action and working with competent advisors to navigate financial obstacles.  He emphasizes the benefits of small wins and the snowball effect of progress. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Retirement Readiness

A study commissioned by the Ali Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030.  That’s the opening focus of the podcast with Weston Lindeman.  The study shows that two-thirds of this group are struggling to maintain their current lifestyle post-retirement, with over half of them having assets of $250,000 or less. Inflation is a major factor affecting retirees' ability to maintain their lifestyle, with a 6% inflation rate leading to a doubling of income needs every 12 years. The changing tax code and potential changes to Social Security also pose challenges for retirement planning.  Weston also breaks down Fixed indexed annuities which can be a useful tool for building income in retirement, providing guarantees against loss and offering growth potential through indexing. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

A study commissioned by the Ali Retirement Income Institute highlights a looming retirement crisis for baby boomers, particularly those set to retire between 2024 and 2030.  That’s the opening focus of the podcast with Weston Lindeman.  The study shows that two-thirds of this group are struggling to maintain their current lifestyle post-retirement, with over half of them having assets of $250,000 or less. Inflation is a major factor affecting retirees' ability to maintain their lifestyle, with a 6% inflation rate leading to a doubling of income needs every 12 years. The changing tax code and potential changes to Social Security also pose challenges for retirement planning.  Weston also breaks down Fixed indexed annuities which can be a useful tool for building income in retirement, providing guarantees against loss and offering growth potential through indexing. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Retirement Challenges for Boomers

Weston Lindemann discusses the impact of inflation on retirement planning.  He explores the challenges of living with inflation, the concept of stagflation, shrinkflation, and upflation.  He also touches on the historical significance of inflation in the late 70s and early 80s, as well as the taxation of Social Security benefits. The conversation then shifts to the risks and opportunities associated with AI and tech stocks, drawing parallels to the dot-com bubble.  Weston discusses the importance of having a plan in place to navigate market volatility and take advantage of investment opportunities. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindemann discusses the impact of inflation on retirement planning.  He explores the challenges of living with inflation, the concept of stagflation, shrinkflation, and upflation.  He also touches on the historical significance of inflation in the late 70s and early 80s, as well as the taxation of Social Security benefits. The conversation then shifts to the risks and opportunities associated with AI and tech stocks, drawing parallels to the dot-com bubble.  Weston discusses the importance of having a plan in place to navigate market volatility and take advantage of investment opportunities. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Financial History Rhymes

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