Retirement Boss Radio with Kevin Roberts

By Kevin Roberts

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

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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.

Retirement Boss Radio with Kevin Roberts episodes:

October 29, 2020 Ep 2 Retirement Boss with Kevin Roberts
Managing expenses in retirement is important. This week Kevin Roberts breaks down some budget categories in retirement. Then he digs into some retirement regrets that he hears from his clients. He offers some solutions to help avoid those regrets. Call 888-216-2677. Text KEVIN to 21000. Visit LifeTimeWealthDesign.com to learn more.
...more
28min
October 29, 2020 Ep 1 Retirement Boss with Kevin Roberts
When to claim Social Security is one of the biggest decisions you make going into retirement. Most people get it wrong. Kevin Roberts outlines several claiming strategies that could help you maximize your Social Security. Call 888-216-2677. Text KEVIN to 21000. Visit LifeTimeWealthDesign.com to learn more.https://lifetimewealthdesign.com/
...more
28min

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.