Weston Lindemann discusses the impact of inflation on retirement planning. He explores the challenges of living with inflation, the concept of stagflation, shrinkflation, and upflation. He also touches on the historical significance of inflation in the late 70s and early 80s, as well as the taxation of Social Security benefits. The conversation then shifts to the risks and opportunities associated with AI and tech stocks, drawing parallels to the dot-com bubble. Weston discusses the importance of having a plan in place to navigate market volatility and take advantage of investment opportunities.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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Financial health is becoming increasingly important, just like physical health. The awareness around financial health has grown, thanks in part to social media. Financial health and physical health are linked, as financial strain can impact mental health. Weston Lindeman reminds that to achieve financial health, it is important to have a written plan, avoid financial double talk, and manage debt effectively. Debt can be a major burden in retirement, so it is crucial to pay it off before retiring. Education and partnering with a financial advisor can help improve financial health. Annuities can provide stability and guaranteed income in retirement.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Weston Lindemann discusses the impact of election years on investing and the importance of cutting through fear-mongering and misinformation. He emphasizes the need for proper planning and allocation of investments to navigate the volatility of election years. Additionally, the conversation delves into common mistakes to avoid in financial decision-making and explores the mindset and habits of millionaires for financial success.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.