Financial Organization

Retire Right Radio with Paul Roberts

English - March 08, 2024 20:00 - 54 minutes - 49.7 MB
Investing Business Education Self-Improvement 401k 403b care invest medicare plan risk volatility adviser advisor Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Efficient Retirement Planning

Next Episode: Financial Spring Cleaning

This episode of Retire Right Radio covers various topics related to retirement planning and financial organization. The conversation begins with the metaphorical 'junk drawer' of retirement planning and the importance of getting organized financially. Weston Lindeman then delves into topics such as understanding Medicare, considerations for Social Security, reviewing and adjusting investments, legacy planning, and the importance of regular financial checkups. The episode also addresses commonly misunderstood financial terms and concludes with a Q&A segment from listeners. The conversation covers various topics related to retirement planning and investment strategies. The main themes include deferring Required Minimum Distributions (RMDs) in an IRA, allocation and diversification of a portfolio, taxes on 401k withdrawals, selling commercial properties, investing Health Savings Account (HSA) in mutual funds, and the advantages of Exchange-Traded Funds.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.