• Retire Right Radio with Paul Roberts

  • 著者： Paul Roberts
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Retire Right Radio with Paul Roberts

著者： Paul Roberts
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  • 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.
    2024 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.
2024 Paul Roberts
個人ファイナンス 個人的成功 経済学
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エピソード
  • The Big Wealth Transfer

    The Big Wealth Transfer
    2024/11/29

    Weston Lindemann discusses the financial landscape for Baby Boomers, focusing on wealth preservation, tax strategies, and the implications of longevity. The conversation highlights the importance of planning for healthcare costs, market volatility, and inflation, while also addressing the need for contingency plans for couples. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind. The conversation delves into the critical aspects of wealth preservation and estate planning, focusing on strategies for multi-generational wealth transfer. The discussion highlights the importance of trusts, charitable giving, and tax strategies in creating a lasting legacy.

    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
  • Retirement Goes Hollywood

    Retirement Goes Hollywood
    2024/11/22

    Weston Lindeman talks about the importance of flexibility in retirement planning, the need for diversified income streams, and the role of emergency funds. He emphasizes strategic investment approaches to balance risk and growth, the significance of tax planning, and explores retirement strategies through the lens of Hollywood icons. The discussion also covers the benefits of Roth 401(k)s and the reliability of annuities as a source of income in retirement.

    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
    54 分
  • Pump Up Those Savings

    Pump Up Those Savings
    2024/11/15

    Weston Lindemann discusses essential strategies for reviving retirement savings, including maximizing employer matches, understanding different retirement accounts, and the importance of having a solid financial plan. The conversation covers various aspects of retirement planning, such as debt management, building an emergency fund, and the significance of diversification in investments. Additionally, Weston addresses common fears about spending in retirement and offers insights on planning for medical expenses and long-term care.

    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
    54 分

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