In this episode, Weston Lindemann discusses the importance of financial spring cleaning and offers tips for reviewing and organizing your finances. He emphasizes the need to review spending, create an income plan, and manage debt. Weston also highlights the importance of having an emergency fund and a balanced retirement portfolio. He explains the concept of market exposure and protection assets and suggests using the Rule of 100 to determine the ideal asset allocation. Additionally, Weston discusses the benefits of consolidating accounts, reviewing insurance coverage, and updating beneficiaries. He also addresses the impact of taxes and inflation on retirement planning. In this episode, the hosts tie retirement planning to college basketball, emphasizing the importance of teamwork and having a game plan.

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

Roberts Wealth Management

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