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Weston Lindemann discusses various threats to retirement savings, using horror movie metaphors to illustrate key concepts. He emphasizes the importance of avoiding outdated financial advice, high fees, short-term temptations, impulsive decisions, and fear-based strategies. The conversation also covers inflation risk, healthcare costs, sequence of returns risk, and the significance of planning for a desired lifestyle in retirement.
Reach Roberts Wealth Management at 800-891-8680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
Weston Lindemann discusses various threats to retirement savings, using horror movie metaphors to illustrate key concepts. He emphasizes the importance of avoiding outdated financial advice, high fees, short-term temptations, impulsive decisions, and fear-based strategies. The conversation also covers inflation risk, healthcare costs, sequence of returns risk, and the significance of planning for a desired lifestyle in retirement.
Reach Roberts Wealth Management at 800-891-8680.
Roberts Wealth Management
See omnystudio.com/listener for privacy information.
776 Listeners