Paul covers the topic everybody’s talking about and that’s inflation.  He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds.  He then moves into some frequently asked questions on cryptocurrency and discusses whether or not it should be included in your retirement and by how much.  He closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity.

You can reach Paul Roberts and the team by calling 800-891-8680.

Roberts Wealth Management

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