Weston Lindeman discusses the limitations and hidden costs of 401k plans as a retirement savings strategy.  He emphasizes the importance of understanding tax implications and exploring alternative investment options. The discussion transitions into the significance of financial literacy in retirement planning, highlighting how a basic understanding of financial concepts can empower individuals to make informed decisions about their retirement savings and investments.  He highlights the role of financial literacy and education, particularly in schools and workplaces, and the need for personalized financial planning.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

www.robertswealth.com

 

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