TEASE AFTER SOUND EFFECT

Weston Lindemann discusses some lesser-known lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning. Lindemann emphasizes the importance of being an investor rather than a speculator, avoiding losses, and making a few key decisions right. He also highlights the need for patience, taking advantage of opportunities, and understanding the value of what you pay for. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindemann discusses some lesser-known lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning. Lindemann emphasizes the importance of being an investor rather than a speculator, avoiding losses, and making a few key decisions right. He also highlights the need for patience, taking advantage of opportunities, and understanding the value of what you pay for. 
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

Interpreting the Oracle of Omaha

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>

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>

Interpreting the Oracle of Omaha

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