• Retire Right Radio with Paul Roberts

  • 著者: Paul Roberts
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Retire Right Radio with Paul Roberts

著者: Paul Roberts
  • サマリー

  • 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.
    2025 Paul Roberts
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あらすじ・解説

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.
2025 Paul Roberts
エピソード
  • Wealthy Retirement Strategies
    2025/02/14

    Weston Lindemann talks about the different strategies that wealthy individuals use for retirement planning. He emphasizes the importance of discipline, maximizing tax-advantaged accounts, and investing wisely. The discussion also covers risk management, asset appreciation, and the benefits of using ETFs over traditional mutual funds. In this conversation, Weston Lindemann discusses the differences between ETFs and mutual funds, emphasizing the liquidity and cost-effectiveness of ETFs. He highlights the importance of tax planning in retirement, particularly in light of changing tax laws and the implications of required minimum distributions (RMDs).

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.

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    54 分
  • Rethinking Retirement Strategies
    2025/02/07

    Weston Lindeman discusses the limitations and hidden costs of 401k plans as a retirement savings strategy. He emphasizes the importance of understanding tax implications and exploring alternative investment options. The discussion transitions into the significance of financial literacy in retirement planning, highlighting how a basic understanding of financial concepts can empower individuals to make informed decisions about their retirement savings and investments. He highlights the role of financial literacy and education, particularly in schools and workplaces, and the need for personalized financial planning.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    53 分
  • Financial Habits for Retirement Success
    2025/01/31

    Weston Lindemann discusses the multifaceted nature of retirement planning, emphasizing that it encompasses more than just financial numbers. He highlights the importance of defining personal retirement goals, creating a timeline for achieving them, and understanding the financial habits necessary for success. Health and social aspects of retirement are also addressed, along with the significance of debt management and holistic planning. The conversation draws on historical wisdom to illustrate key financial principles, while also stressing the need for budgeting and balancing saving with spending.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    53 分
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