• Financial Habits for Retirement Success

  • Jan 31 2025
  • Durée: 53 min
  • Podcast

Financial Habits for Retirement Success

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  • Résumé

  • Weston Lindemann discusses the multifaceted nature of retirement planning, emphasizing that it encompasses more than just financial numbers. He highlights the importance of defining personal retirement goals, creating a timeline for achieving them, and understanding the financial habits necessary for success. Health and social aspects of retirement are also addressed, along with the significance of debt management and holistic planning. The conversation draws on historical wisdom to illustrate key financial principles, while also stressing the need for budgeting and balancing saving with spending.

    Reach Roberts Wealth Management at 800-891-8680.

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