TEASE AFTER SOUND EFFECT

Weston Lindeman discusses what individuals should consider in their financial lives on a month-by-month basis. He covers topics such as creating a financial plan in January, fine-tuning the plan in February, Medicare options in March, taxes and RMDs in April, annual reviews in May, mid-year adjustments in June, financial awareness assessment in August, Social Security strategy in September, open enrollment period in October, long-term care awareness in November, and RMD deadlines in December. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindeman discusses what individuals should consider in their financial lives on a month-by-month basis. He covers topics such as creating a financial plan in January, fine-tuning the plan in February, Medicare options in March, taxes and RMDs in April, annual reviews in May, mid-year adjustments in June, financial awareness assessment in August, Social Security strategy in September, open enrollment period in October, long-term care awareness in November, and RMD deadlines in December. 
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

Retirement Planning by the Months

Retirement has undergone significant changes in recent years, and this episode of Retire Right Radio explores the good, the bad, and the ugly of these changes. The conversation covers topics such as the SECURE Act, RMDs, Social Security full retirement age, contribution limits, and the elimination of the stretch IRA. It emphasizes the importance of tax-efficient planning, protecting against inflation, and creating a comprehensive retirement plan. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Retirement has undergone significant changes in recent years, and this episode of Retire Right Radio explores the good, the bad, and the ugly of these changes. The conversation covers topics such as the SECURE Act, RMDs, Social Security full retirement age, contribution limits, and the elimination of the stretch IRA. It emphasizes the importance of tax-efficient planning, protecting against inflation, and creating a comprehensive retirement plan. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

The New Retirement

Weston Lindemann discusses the impact of election years on investing and the importance of cutting through fear mongering and misinformation. He emphasizes the need for proper planning and allocation of investments to navigate the volatility of election years. Additionally, the conversation delves into common mistakes to avoid in financial decision-making and explores the mindset and habits of millionaires for financial success. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindemann discusses the impact of election years on investing and the importance of cutting through fear mongering and misinformation. He emphasizes the need for proper planning and allocation of investments to navigate the volatility of election years. Additionally, the conversation delves into common mistakes to avoid in financial decision-making and explores the mindset and habits of millionaires for financial success. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Elections and the Economy

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>

Retirement Planning by the Months

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