• Retirement Planning by the Months

  • Jun 7 2024
  • Length: 53 mins
  • Podcast

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Retirement Planning by the Months

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  • Summary

  • 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

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Economics Personal Finance Personal Success
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