TEASE AFTER SOUND EFFECT

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>

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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