Paul takes a creative look at what can be considered additional income streams in retirement. The discussion turns to some vehicles that can be considered income streams in addition to good proactive tax devices.  He then breaks down how your thinking should change in your fifties and then highlights fears faced by many retirees.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

The distribution phase of retirement can be complicated.  Paul covers some retirement distribution strategies to consider. He covers geopolitical events and the effect they are having on our economy.  What are red flags you may be missing on your road to retirement?  Paul goes over a list of those and offers some solutions that could help you get back on track.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Paul discusses some investment and retirement rules of thumb everyone should know.  He also breaks down retirement planning for couples and how each spouse may view retirement differently.   He then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Paul offers suggestions of protection and proactive measures that can be implemented.  He also discusses planning long term for retirement to help alleviate the risk of longevity and explains why the help of a professional is so critical in today’s retirement planning.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

No one can accurately predict the next bear market and when it will occur, but one thing is for sure.  You can prepare yourself for it and should if you are approaching retirement.  Paul outlines some moves that can help protect your retirement plan.  He also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Paul goes over some questions that some clients may be hesitant to ask but stresses the importance of making sure all concerns are voiced.  He talks about the experience of being a Roberts Wealth Management client.  Paul then covers risks retirees face and offers suggestions on protecting your retirement plan from inflation and the possibility of stagflation.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

2022 will present some challenges such as inflation and possibly higher interest rates.  That’s why our retirement plans need to be robust as we meet those challenges head on.  Heidi Ardis and Brennon Kim give us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth.  They also present options and strategies to build income streams in retirement and tips to boost your retirement nest egg.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Paul discusses the importance of keeping more of your money in retirement.  He covers fees to be aware of and instituting proper tax strategies.  Paul also shares some 401(k) statistics and talks about the Roberts Wealth Management 401(k) coaching program.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Chief Fiduciary Officer Heidi Ardis and Medicare and Insurance Specialist Brennan Kim at Roberts Wealth Management cover the podcast for Paul Roberts. 

Rising inflation and market volatility continue to be a concern.  Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings.  Heidi and Brennan also offer ideas and strategies to maximize your 401(k).

800-891-8680

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Planning for today’s retirees involves looking at possible tax changes in the future.  Paul discusses how much of your retirement income will be taxable and proactive strategies to help.  Safety in your financial red zone and retirement years is also part of the discussion as well as steps you should not put off in your retirement planning.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.