
Sign up to save your podcasts
Or
Brennan Kim fills in for Paul Roberts and cites results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement. He breaks down the advantages and, in his opinion, the necessity of working with a professional to build and maintain your retirement. He also goes over some of the “curveballs” of retirement in the form of unexpected expenses and then offers strategies to stay on track in the current economic environment.
You can reach the team at Roberts Wealth Management by calling 800-891-8680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
Brennan Kim fills in for Paul Roberts and cites results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement. He breaks down the advantages and, in his opinion, the necessity of working with a professional to build and maintain your retirement. He also goes over some of the “curveballs” of retirement in the form of unexpected expenses and then offers strategies to stay on track in the current economic environment.
You can reach the team at Roberts Wealth Management by calling 800-891-8680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
777 Listeners