What are retirement strategies that are somewhat outdated today?  Paul covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks.  He also discusses some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care. 

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

Roberts Wealth Management

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Market volatility is the opening topic in this podcast.  Paul outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse.  What’s the key to protecting your savings from a crash and what are your best investment strategies?  He also talks about simplifying your entry into retirement and goes over some of the financial gaps that could impact your planning.

To connect with Paul Roberts at Roberts Wealth Management call 800-891-8680 or visit the website below.

Roberts Wealth Management

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Inflation!  Paul looks at where we are now and how to effectively plan long term for your retirement keeping inflation and longer lifespans in mind.  He also explains how he runs a portfolio stress test for clients and how to implement a bucketing strategy in your retirement. 

Roberts Wealth Management

800-891-8680

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Paul Roberts covers everything from the current market situation and where he sees things going to risk versus reward in your retirement planning.  He also goes through the options you have with your old 401 (k) if you change jobs and looks at proper fourth quarter retirement plan review strategies.

800-891-8680

Roberts Wealth Management

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What is SECURE Act 2.0?  Paul Roberts will explain what the proposed legislation could mean for your retirement accounts if it is passed. Will there be a Red October?  Paul will explain, plus a lot more!

To get your questions answered, Call Paul at 800-891-8680 or visit  RobertsWealthManagement.com

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Paul Roberts will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio.  Plus, your questions!  

To get your questions answered, Call Paul at 800-891-8680 or visit  RobertsWealthManagement.com

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Paul Roberts talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments.  He’ll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement.  Paul also talks about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more!

To get your questions answered, Call Paul at 800-891-8680 or visit  RobertsWealthManagement.com

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Coming up on this week’s show, Paul Roberts tackles listener questions like "Is it possible to give my grandchildren certain amounts of money from our estate over the years?" "Can IRA's be held jointly by spouses?" and "How much should I contribute to my Roth and my 401k?"

To get your questions answered, Call Paul at 800-891-8680 or visit  RobertsWealthManagement.com

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Coming up on this week’s show, Paul Roberts has some tax savings strategies for your retirement.  He also has some simple steps that can help you jump start your retirement savings as you get closer to your target date. That and so much more!

To get your questions answered, Call Paul at 800-891-8680 or visit  RobertsWealthManagement.com

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On this week’s show, Paul Roberts breaks down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted.  He’ll also have important questions to ask a prospective financial advisor and so much more!

To get your questions answered, Call Paul at 800-891-8680 or visit  RobertsWealthManagement.com

See omnystudio.com/listener for privacy information.