Previous Episode: Financial Commandments

The main theme of the conversation is retirement planning and the misconceptions surrounding it. The first chapter explores the challenges of retirement planning in a complex world, including the impact of inflation on income needs. Weston also discusses the importance of considering different phases of retirement and adjusting spending levels accordingly. Weston also delves into the alternatives to long-term care insurance, such as utilizing life insurance policies with long-term care riders.


Reach Roberts Wealth Management at 800-891-8680.


Roberts Wealth Management

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