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Brennan Kim discusses some common misunderstandings some people have when it comes to retirement planning.  Included in the conversation are how much to invest, thinking all savings need to go in a 401(k) or IRA, and not giving serious consideration to your distribution plan.  Brennan also offers information on strategic moves someone should consider when they are in the financial red zone which is the five to ten year period before you retire.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Brennan Kim discusses some common misunderstandings some people have when it comes to retirement planning.  Included in the conversation are how much to invest, thinking all savings need to go in a 401(k) or IRA, and not giving serious consideration to your distribution plan.  Brennan also offers information on strategic moves someone should consider when they are in the financial red zone which is the five to ten year period before you retire.
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

Misunderstandings of Retirement

The conversation covers two main themes: understanding financial and economic stories and retirement planning rules and exceptions.  Weston Lindeman discusses the confusion surrounding monetary policy and the government's role in printing money and borrowing.  He also explores the 4% rule for retirement withdrawals and the differing opinions of Dave Ramsey and Suze Orman. The conversation emphasizes the need for a customized approach to retirement planning and the importance of working with a professional team. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

The conversation covers two main themes: understanding financial and economic stories and retirement planning rules and exceptions.  Weston Lindeman discusses the confusion surrounding monetary policy and the government's role in printing money and borrowing.  He also explores the 4% rule for retirement withdrawals and the differing opinions of Dave Ramsey and Suze Orman. The conversation emphasizes the need for a customized approach to retirement planning and the importance of working with a professional team. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Which Percent Withdrawal Rate?

On this episode of Retire Right Radio, Weston Lindemann discusses the retirement crisis, the future of Social Security, and the importance of retirement planning. He addresses concerns about not having enough money for retirement and offers actionable steps to improve retirement savings. Lindemann emphasizes the need to position assets strategically and create a written income plan to ensure a comfortable retirement. He also discusses the future of Social Security and the potential need for structural changes. The episode concludes with a Q&A session, addressing questions about retirement goals, savings, and income planning.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

On this episode of Retire Right Radio, Weston Lindemann discusses the retirement crisis, the future of Social Security, and the importance of retirement planning. He addresses concerns about not having enough money for retirement and offers actionable steps to improve retirement savings. Lindemann emphasizes the need to position assets strategically and create a written income plan to ensure a comfortable retirement. He also discusses the future of Social Security and the potential need for structural changes. The episode concludes with a Q&amp;A session, addressing questions about retirement goals, savings, and income planning.
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Retirement-The Broad View

The main theme of the conversation is retirement planning and the misconceptions surrounding it. The first chapter explores the challenges of retirement planning in a complex world, including the impact of inflation on income needs. Weston also discusses the importance of considering different phases of retirement and adjusting spending levels accordingly. Weston also delves into the alternatives to long-term care insurance, such as utilizing life insurance policies with long-term care riders. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

The main theme of the conversation is retirement planning and the misconceptions surrounding it. The first chapter explores the challenges of retirement planning in a complex world, including the impact of inflation on income needs. Weston also discusses the importance of considering different phases of retirement and adjusting spending levels accordingly. Weston also delves into the alternatives to long-term care insurance, such as utilizing life insurance policies with long-term care riders. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Misunderstandings of Retirement

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