• Retire Right Radio with Paul Roberts

  • 著者： Paul Roberts
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Retire Right Radio with Paul Roberts

著者： Paul Roberts
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  • There are few things more important than ensuring you and your family have a strong financial plan that will help enable you to have more confidence in your retirement strategy. On Retire Right Radio, Paul Roberts helps listeners understand their finances and future, create a financial strategy to help pursue a secure and comfortable life and work toward financial security and independence.
    2024 Paul Roberts
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あらすじ・解説

There are few things more important than ensuring you and your family have a strong financial plan that will help enable you to have more confidence in your retirement strategy. On Retire Right Radio, Paul Roberts helps listeners understand their finances and future, create a financial strategy to help pursue a secure and comfortable life and work toward financial security and independence.
2024 Paul Roberts
個人ファイナンス 個人的成功 経済学
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エピソード
  • Looking Ahead to 2025

    Looking Ahead to 2025
    2024/12/20

    Weston Lindemann discusses essential financial planning strategies for 2025, focusing on budgeting, tax strategies, insurance evaluations, investment rebalancing, and the implications of Roth conversions. He emphasizes the importance of preparing for retirement and understanding the potential changes in tax laws, particularly regarding Social Security and investment efficiency. The discussion highlights the need for a comprehensive approach to financial planning, ensuring that individuals are well-prepared for their financial futures.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.
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    54 分
  • Great Wealth Transfer

    Great Wealth Transfer
    2024/12/06

    This conversation explores the impending Great Wealth Transfer from baby boomers to younger generations, discussing its implications for retirement planning and the economy. It highlights the importance of tax-efficient strategies and the need for financial planning, especially for Gen X, who may inherit significant wealth. Weston also delves into lessons learned from financial mistakes made by individuals and corporations, emphasizing the importance of diversification and risk management in investment strategies.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分
  • The Big Wealth Transfer

    The Big Wealth Transfer
    2024/11/29

    Weston Lindemann discusses the financial landscape for Baby Boomers, focusing on wealth preservation, tax strategies, and the implications of longevity. The conversation highlights the importance of planning for healthcare costs, market volatility, and inflation, while also addressing the need for contingency plans for couples. Listeners are encouraged to take proactive steps in their retirement planning to ensure financial security and peace of mind. The conversation delves into the critical aspects of wealth preservation and estate planning, focusing on strategies for multi-generational wealth transfer. The discussion highlights the importance of trusts, charitable giving, and tax strategies in creating a lasting legacy.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
    54 分

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