The conversation discusses retirement trends, the importance of a clear retirement plan, balancing risk and conservative approaches, assessing savings and expenses, creating an income withdrawal strategy, preparing for healthcare costs, determining retirement readiness, and financial compatibility in marriage. In this episode, Weston Lindemann answers questions from listeners about scheduling appointments, getting spouses on board with financial planning, pressure tactics from big box firms, seeking financial advice at different stages of retirement, and the pension lump sum option.

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

Roberts Wealth Management

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