This podcast features Carter Lewis of Roberts Wealth Management filling in for Paul Roberts. Carter highlighted some reason why your financial education shouldn’t stop once you hit retirement.  The discussion included factoring inflation, planning for healthcare costs, and staying on top of legal changes in the retirement universe.  He also talked about dividend stocks and information a financial professional will need from you in order to build a stronger retirement plan.

You can reach Roberts Wealth Management by calling 800-891-8680.

Roberts Wealth Management

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