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.

The conversation covers two main themes: understanding financial and economic stories and retirement planning rules and exceptions. Weston Lindeman discusses the confusion surrounding monetary policy and the government's role in printing money and borrowing. He also explores the 4% rule for retirement withdrawals and the differing opinions of Dave Ramsey and Suze Orman. The conversation emphasizes the need for a customized approach to retirement planning and the importance of working with a professional team.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

On this episode of Retire Right Radio, Weston Lindemann discusses the retirement crisis, the future of Social Security, and the importance of retirement planning. He addresses concerns about not having enough money for retirement and offers actionable steps to improve retirement savings. Lindemann emphasizes the need to position assets strategically and create a written income plan to ensure a comfortable retirement. He also discusses the future of Social Security and the potential need for structural changes. The episode concludes with a Q&A session, addressing questions about retirement goals, savings, and income planning.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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

See omnystudio.com/listener for privacy information.

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.

In this episode of Retire Right Radio, Weston Lindemann discusses the outdated retirement rules of thumb and offers proactive planning strategies for a secure retirement. He challenges the 60-40 stock bond rule, highlighting how bonds can also suffer losses during market downturns. Weston emphasizes the importance of using legitimate protection assets that cannot lose money. He also discusses the relationship between interest rates and bonds, cautioning against trying to time the market. Weston explains the yield curve inversion and its historical correlation with stock market crashes. The conversation then shifts to retirement age and the need for individualized planning. Weston advises considering factors like Social Security, health insurance, and long-term care when determining the ideal retirement age. The episode concludes with a discussion on the rule of 72 and the 4% rule, highlighting the importance of a personalized retirement plan and avoiding financial double talk.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Dealing with change is often difficult. On today's show, Weston Lindemann discusses how retirement planning has evolved over the past 20 years. He highlights the top 10 changes in retirement and emphasizes the need for strategic planning in today's complex world. Additionally, Lindemann discusses the importance of planning for a longer retirement, considering healthcare costs, and understanding Medicare. He also explores the different phases of retirement and the need for downsizing and geographic considerations.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.