• The Retirement Playbook

  • 2024/09/06
  • 再生時間： 54 分
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The Retirement Playbook

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  • 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

    See omnystudio.com/listener for privacy information.
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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

See omnystudio.com/listener for privacy information.
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