Efficient Retirement Planning
Retire Right Radio with Paul Roberts
English - March 01, 2024 22:00 - 52 minutes - 48.3 MBInvesting Business Education Self-Improvement 401k 403b care invest medicare plan risk volatility adviser advisor Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of Retire Right Radio, Weston Lindemann discusses various aspects of retirement planning. He covers topics such as consolidating investment accounts, the importance of having a budget, organizing and digitizing financial documents, building an emergency fund, reviewing insurance policies, maximizing 401(k) contributions, analyzing risk and diversification, and tips for saving and staying on track. He discusses the impact of IRA withdrawals on Social Security benefits and the tax implications of different retirement accounts. Weston also explores investment options and fees, as well as the importance of asset allocation after a divorce.
You can reach Roberts Wealth Management by calling 800-891-8680.
See omnystudio.com/listener for privacy information.