Paul talks about properly managing the concerns felt by retirees in the middle of possible recession, the highest inflation in forty years, and rising interest rates.  He discusses the inverse relationship between the stock and bond market and explains how proper planning can set retirees up with built in income streams that can help ease the anxiety.  He discusses how he determines his client’s “numbers” to better custom plan for them.  He includes the financial independence number, the Social Security starting age, the number of guaranteed lifetime income someone will need, estimated health care out of pocket costs and possible long term care costs, and estimated monthly retirement spending.  Paul closes with five things to absolutely consider in retirement planning including checking your asset allocation, building those liquid reserves, and monitoring your spending rate.

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

Roberts Wealth Management

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