Investment Advisor Representative and member of the All Star Team of Advisors at Roberts Wealth Management Carter Lewis fills in for Paul on the podcast.  We give three statements about retirement consideration and Carter points out the one that is not true and explains why.  He also expands on some of the ones that are true.  He  covers valid retirement related questions that begin with the word “when” and points out areas to address in the planning process to help ease the anxiety of challenging economic times.

You can reach Roberts Wealth Management by calling 800-891-08680.

Roberts Wealth Management

 

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