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Brennan Kim discusses some common misunderstandings some people have when it comes to retirement planning. Included in the conversation are how much to invest, thinking all savings need to go in a 401(k) or IRA, and not giving serious consideration to your distribution plan. Brennan also offers information on strategic moves someone should consider when they are in the financial red zone which is the five to ten year period before you retire.
Reach Roberts Wealth Management at 800-891-8680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
Brennan Kim discusses some common misunderstandings some people have when it comes to retirement planning. Included in the conversation are how much to invest, thinking all savings need to go in a 401(k) or IRA, and not giving serious consideration to your distribution plan. Brennan also offers information on strategic moves someone should consider when they are in the financial red zone which is the five to ten year period before you retire.
Reach Roberts Wealth Management at 800-891-8680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
776 Listeners