The main theme of the conversation is retirement planning and the misconceptions surrounding it. The first chapter explores the challenges of retirement planning in a complex world, including the impact of inflation on income needs. Weston also discusses the importance of considering different phases of retirement and adjusting spending levels accordingly. Weston also delves into the alternatives to long-term care insurance, such as utilizing life insurance policies with long-term care riders.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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Weston Lindemann runs through commandments of the financial world including not gambling with investments, doing your due diligence, diversifying, and a balance of offensive and defensive investing.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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In this episode of Retire Right Radio, Weston Lindemann discusses various retirement planning opportunities and strategies. He highlights the changes brought about by the Secure Act and Secure Act 2.0, such as the availability of Roth accounts as emergency funds and the benefits of Roth contributions. Lindemann also emphasizes the importance of staying informed about retirement changes and working with a knowledgeable advisor. He explores tried and true retirement planning tips, including considerations for Social Security, sequence of returns risk, refinancing retirement, and healthcare costs.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.