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Paul covers some important considerations when you first launch retirement to help preserve your wealth. He then moves into what could be new rules of retirement post-pandemic and given that people are living longer. Paul then goes over the planning strategies in the scenario of one spouse retiring and the other still working.
You can reach Paul and the team of All Star Advisors by calling 800-891-9680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
Paul covers some important considerations when you first launch retirement to help preserve your wealth. He then moves into what could be new rules of retirement post-pandemic and given that people are living longer. Paul then goes over the planning strategies in the scenario of one spouse retiring and the other still working.
You can reach Paul and the team of All Star Advisors by calling 800-891-9680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
784 Listeners