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.

Weston Lindemann discusses some lesser-known lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning. Lindemann emphasizes the importance of being an investor rather than a speculator, avoiding losses, and making a few key decisions right. He also highlights the need for patience, taking advantage of opportunities, and understanding the value of what you pay for.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Weston Lindemann discusses the importance of diversification in retirement planning and the need for a safety asset to protect against market downturns. He also highlights red flags to look for when working with a financial advisor, such as failing to acknowledge fiduciary responsibility, pressuring clients to make quick decisions, lacking transparency, providing generic advice, and not offering a written plan or agreement. Weston emphasizes the need for personalized retirement planning and the importance of working with a fiduciary advisor who puts the client's best interests first.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Retirement has undergone significant changes in recent years, and this episode of Retire Right Radio explores the good, the bad, and the ugly of these changes. The conversation covers topics such as the SECURE Act, RMDs, Social Security full retirement age, contribution limits, and the elimination of the stretch IRA. It emphasizes the importance of tax-efficient planning, protecting against inflation, and creating a comprehensive retirement plan.

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.

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.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.