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Kevin Roberts is both a CPA and CFP brining a unique perspective to retirement planning. He is a fiduciary, independent with 20 years experience.From serving as a small business’ CFO to helping famili... more
FAQs about Retirement Boss Radio with Kevin Roberts:How many episodes does Retirement Boss Radio with Kevin Roberts have?The podcast currently has 22 episodes available.
April 02, 2021Stress Free Money Strategies for Retirement, In's and Out's of the Roth IRA and More!On this week's show, Kevin Roberts talks about how to make the right decisions when it comes to your retirement income streams; he breaks down the IRA and the 5 Year Rule and a lot more! To get your questions answered or connect with Kevin and the team, call 888-216-2677. Text KEVIN to 21000. Visit: LifetimeWealthDesign.com...more27minPlay
March 26, 2021Money Saving Solutions, Important Retirement Questions, Part 1 & 2 and More!On this week's show, Kevin Roberts gives you some signs to look look out for if you are in danger of running out of money in retirement and some solutions to avoid that, retirement questions to ask yourself before the big one, "How much do I save?." He also tackles questions you may be hesitant to ask your advisor and a lot more. To get your own questions answered or connect with Kevin and the team, call 888-216-2677. Text KEVIN to 21000. Visit: LifetimeWealthDesign.com...more28minPlay
March 19, 2021Minimizing RMD's, Income Maximizing Strategies and More!On this week's show, Kevin Roberts shows you some ways to minimize taking RMD's including a Backdoor Roth IRA Conversion, deferring them if you are still working and more. He also talks about ways to maximize your retirement income, planning for long term care and a lot more. To get your own questions answered or connect with Kevin and the team, call 888-216-2677. Text KEVIN to 21000. Visit: LifetimeWealthDesign.com...more28minPlay
March 12, 2021Episode 19 Retirement Boss Radio with Kevin RobertsOn this week's show, Kevin Roberts highlight some statistics about retirement and some may really surprise you. The good news, there’s still time to get yourself on track. He will also dispel three myths: social security, the stock market and your investments and a lot more. Call 888-216-2677. Text KEVIN to 21000. Visit: LifetimeWealthDesign.com...more28minPlay
March 05, 2021Episode 18 Retirement Boss Radio w Kevin RobertsOn this week's show, Kevin Roberts gives tips for a successful retirement, including how to boost your retirement savings, IRA rollovers and a lot more. Call 888-216-2677. Text KEVIN to 21000. Visit: LifetimeWealthDesign.com...more28minPlay
February 26, 2021Episode 17 Retirement Boss Radio w Kevin RobertsOn this week's show, Kevin Roberts looks at how retirement has changed over the past 20 years and looks at the top 10 truths when it comes to retirement and a lot more. Call 888-216-2677. Text KEVIN to 21000. Visit: LifetimeWealthDesign.com...more28minPlay
February 12, 2021Retirement Boss Radio w Kevin Roberts Ep 16When planning for retirement, having enough money is important. How do you know if you’re ready to retire? On this week's show, Kevin Roberts is going to show you how to maximize your retirement income, reduce income tax liability, how to avoid making mistakes in retirement and more Call 888-216-2677. Text KEVIN to 21000. Visit: lifetimewealthdesign.com....more27minPlay
February 05, 2021Ep 15 Retirement Boss with Kevin RobertsHow do you know if you’re ready to retire? On this week's show, Kevin Roberts has got seven questions to ask yourself to see if you are truly ready to ride off into the sunset, mistakes to avoid when a spouse passes away and a whole lot more. Call 888-216-2677. Text KEVIN to 21000. Visit: lifetimewealthdesign.com...more28minPlay
January 29, 2021Ep 14 Retirement Boss Radio w Kevin RobertsMany of us are hoping for a smoother 2021. Before we get too far down the road, Kevin Roberts highlights some lessons learned from 2020, some tax tips and more on this week's show. Call 888-216-2677. Text KEVIN to 21000. Visit: lifetimewealthdesign.com...more28minPlay
January 22, 2021Ep 13 Retirement Boss Radio with Kevin RobertsWhen it comes to retirement planning turning 65 is a pivotal year even if you aren’t planning to retire yet. This week, Kevin Roberts talks about four things you need to know about finances when you turn 65, tips on how to maximize your retirement and much more. Call 888-216-2677. Text KEVIN to 21000. Visit LifeTimeWealthDesign.com...more28minPlay
FAQs about Retirement Boss Radio with Kevin Roberts:How many episodes does Retirement Boss Radio with Kevin Roberts have?The podcast currently has 22 episodes available.