Paul takes a look at our current financial situation in discussing what pre-retirees and retirees should consider in their planning process.  One of Roberts Wealth Management's All-Star Advisors Brennan Kim takes over for the rest of the podcast in discussing strategies in giving some of your excess money away while you are alive and options you have with your 401(k) once your retire.

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

Roberts Wealth Management

See omnystudio.com/listener for privacy information.