TEASE AFTER SOUND EFFECT

This episode of Retire Right Radio covers various topics related to retirement planning and financial organization. The conversation begins with the metaphorical 'junk drawer' of retirement planning and the importance of getting organized financially. Weston Lindeman then delves into topics such as understanding Medicare, considerations for Social Security, reviewing and adjusting investments, legacy planning, and the importance of regular financial checkups. The episode also addresses commonly misunderstood financial terms and concludes with a Q&A segment from listeners. The conversation covers various topics related to retirement planning and investment strategies. The main themes include deferring Required Minimum Distributions (RMDs) in an IRA, allocation and diversification of a portfolio, taxes on 401k withdrawals, selling commercial properties, investing Health Savings Account (HSA) in mutual funds, and the advantages of Exchange-Traded Funds.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

This episode of Retire Right Radio covers various topics related to retirement planning and financial organization. The conversation begins with the metaphorical 'junk drawer' of retirement planning and the importance of getting organized financially. Weston Lindeman then delves into topics such as understanding Medicare, considerations for Social Security, reviewing and adjusting investments, legacy planning, and the importance of regular financial checkups. The episode also addresses commonly misunderstood financial terms and concludes with a Q&amp;A segment from listeners. The conversation covers various topics related to retirement planning and investment strategies. The main themes include deferring Required Minimum Distributions (RMDs) in an IRA, allocation and diversification of a portfolio, taxes on 401k withdrawals, selling commercial properties, investing Health Savings Account (HSA) in mutual funds, and the advantages of Exchange-Traded Funds.
You can reach Roberts Wealth Management by calling 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.

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