Brennan Kim of Roberts Wealth Management fills in for Paul Roberts and goes on the hot seat guessing the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey.  We cite results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  Brennan moves into strategies to consider in the financial red zone, 5-10 years from retirement.  He then discusses the advantages to consider when looking at the Roth IRA option.

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

Roberts Wealth Management

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