Retirement Planning by the Months
Retire Right Radio with Paul Roberts
English - June 07, 2024 17:00 - 53 minutes - 48.9 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
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Weston Lindeman discusses what individuals should consider in their financial lives on a month-by-month basis. He covers topics such as creating a financial plan in January, fine-tuning the plan in February, Medicare options in March, taxes and RMDs in April, annual reviews in May, mid-year adjustments in June, financial awareness assessment in August, Social Security strategy in September, open enrollment period in October, long-term care awareness in November, and RMD deadlines in December.
Reach Roberts Wealth Management at 800-891-8680.
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