TEASE AFTER SOUND EFFECT

Weston Lindemann discusses various threats to retirement savings, using horror movie metaphors to illustrate key concepts. He emphasizes the importance of avoiding outdated financial advice, high fees, short-term temptations, impulsive decisions, and fear-based strategies.  The conversation also covers inflation risk, healthcare costs, sequence of returns risk, and the significance of planning for a desired lifestyle in retirement. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindemann discusses various threats to retirement savings, using horror movie metaphors to illustrate key concepts. He emphasizes the importance of avoiding outdated financial advice, high fees, short-term temptations, impulsive decisions, and fear-based strategies.  The conversation also covers inflation risk, healthcare costs, sequence of returns risk, and the significance of planning for a desired lifestyle in retirement. 
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

Take the Scary out of Retirement

Weston Lindemann discusses the importance of being prepared for various financial weather events in retirement. He uses weather metaphors to explain different retirement planning mistakes and strategies. The main themes covered include risk management, budgeting, diversification, debt management, inflation protection, income sources, and trust in the planning process. Weston emphasizes the need for a comprehensive retirement plan that addresses these themes and offers a second opinion to ensure a successful retirement. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindemann discusses the importance of being prepared for various financial weather events in retirement. He uses weather metaphors to explain different retirement planning mistakes and strategies. The main themes covered include risk management, budgeting, diversification, debt management, inflation protection, income sources, and trust in the planning process. Weston emphasizes the need for a comprehensive retirement plan that addresses these themes and offers a second opinion to ensure a successful retirement. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Retirement Weather Patterns

The conversation discusses the psychological phases of retirement, as described in the book 'The Four Phases of Retirement' by Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase.  Weston Lindeman also explores ancient wisdom from Roman and Greek philosophers and how it relates to retirement planning. The key takeaways include the importance of preparation, self-knowledge, preserving wealth, and prioritizing retirement goals. 

 Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

The conversation discusses the psychological phases of retirement, as described in the book 'The Four Phases of Retirement' by Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase.  Weston Lindeman also explores ancient wisdom from Roman and Greek philosophers and how it relates to retirement planning. The key takeaways include the importance of preparation, self-knowledge, preserving wealth, and prioritizing retirement goals. 
 Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

The Philosophy of Retirement

Weston Lindemann discusses retirement planning using football analogies. He emphasizes the importance of starting to save early, making halftime adjustments to the retirement plan, and executing a two-minute drill to prepare for retirement. He also talks about the play-action pass, which involves leveraging assets effectively, and the need for field position and making the right decisions in retirement. The conversation then shifts to the psychological shift from working to retirement and the challenges that come with it. 

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

Weston Lindemann discusses retirement planning using football analogies. He emphasizes the importance of starting to save early, making halftime adjustments to the retirement plan, and executing a two-minute drill to prepare for retirement. He also talks about the play-action pass, which involves leveraging assets effectively, and the need for field position and making the right decisions in retirement. The conversation then shifts to the psychological shift from working to retirement and the challenges that come with it. 
Reach Roberts Wealth Management at 800-891-8680.
<a href="https://robertswealth.com">Roberts Wealth Management</a>

Take the Scary out of Retirement

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Retire Right Radio with Paul Roberts

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