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  • 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.

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    54 分
  • The Super Hero Retirement Plan
    2024/11/08

    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. He also compares the powers of super heroes from the comic books and movies and how they compare to retirement strategies. The conversation covers various aspects of retirement planning, such as debt management, building an emergency fund, and the significance of diversification in investments.

    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
  • AI and Retirement: A New Frontier
    2024/11/01

    Weston Lindemann explores the intersection of artificial intelligence and retirement planning. He discusses the results of an AI experiment that generated a retirement plan for a 50-year-old individual, evaluating its effectiveness and the nuances of retirement strategies. The conversation covers essential topics such as maximizing retirement contributions, understanding income needs, long-term care considerations, and the importance of lifelong learning in retirement.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

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    54 分
  • A Scary Free Retirement
    2024/10/25

    Weston Lindeman explores the intersection of horror movie themes and retirement planning, emphasizing the importance of avoiding impulsive financial decisions, maintaining clear communication, and being proactive in financial strategies. He discusses the emotional components of investing, the necessity of consistency in financial planning, and how to identify warning signs when choosing a financial advisor.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

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    54 分
  • The Essential Retirement Strategies
    2024/10/18

    Weston Lindemann discusses essential strategies for retirement planning, emphasizing the importance of having a financial partner who is future-oriented, emotionally intelligent, and trustworthy. He highlights common mistakes individuals make with IRAs, the significance of communication in financial planning, and the impact of inflation on retirement savings. The discussion also covers the importance of managing money effectively, balancing spending and saving, and avoiding the greed trap in investment strategies.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

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    54 分
  • Effects of the Interest Rate Cut
    2024/10/13

    Weston Lindemann discusses the implications of recent interest rate cuts by the Federal Reserve on retirement savings, particularly focusing on bond yields, savings accounts, and the challenges faced by pension funds. The conversation also delves into common myths surrounding retirement spending, the importance of flexible financial planning, and strategies for maximizing Social Security benefits amidst current economic uncertainties.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

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    54 分
  • Financial Deep Clean
    2024/10/04

    In this episode of Retire Right Radio, Weston Lindemann discusses the importance of conducting a financial 'deep clean' to prepare for retirement. He emphasizes the need to declutter financial lives, fine-tune investment strategies, manage risks, and eliminate wasteful spending. The conversation also covers the significance of having emergency savings, the value of professional financial advice, and the necessity of creating a comprehensive game plan for retirement.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

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    54 分
  • Take the Scary out of Retirement
    2024/09/27

    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

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    54 分