Wellness of the Economy

Retire Right Radio with Paul Roberts

English - March 29, 2024 16:00 - 53 minutes - 49.2 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: Misunderstandings of Retirement

Next Episode: Opportunities for a Strong Retirement

The conversation discusses the financial wellness of the economy, Americans' saving habits, market volatility, the importance of financial literacy, and retirement regrets. The main takeaways include the need to prioritize retirement savings, involve both spouses in the planning process, create a comprehensive retirement plan, and be mindful of spending in retirement. The conversation covers various topics related to retirement planning including planning for retirement income, understanding lifestyle expenses, considering taxes, building income, making decisions about Social Security, diversification and portfolio protection, and managing RMD funds.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.