Kickstart Your Financial Health

Weston Lindemann discusses essential financial strategies for starting 2025 on the right foot. The conversation covers the importance of tracking expenses, preparing for tax changes, creating a sustainable retirement paycheck, and assessing risk in investment portfolios. Additionally, Weston highlights the significance of recognizing red flags in financial management, using Al Pacino's financial missteps as a cautionary tale. The episode emphasizes the need for a solid financial plan that is understood and actively managed by the individual.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

www.robertswealth.com

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