Weston Lindemann talks about the different strategies that wealthy individuals use for retirement planning. He emphasizes the importance of discipline, maximizing tax-advantaged accounts, and investing wisely. The discussion also covers risk management, asset appreciation, and the benefits of using ETFs over traditional mutual funds. In this conversation, Weston Lindemann discusses the differences between ETFs and mutual funds, emphasizing the liquidity and cost-effectiveness of ETFs. He highlights the importance of tax planning in retirement, particularly in light of changing tax laws and the implications of required minimum distributions (RMDs).

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

www.robertswealth.com

See omnystudio.com/listener for privacy information.

Weston Lindeman discusses the limitations and hidden costs of 401k plans as a retirement savings strategy. He emphasizes the importance of understanding tax implications and exploring alternative investment options. The discussion transitions into the significance of financial literacy in retirement planning, highlighting how a basic understanding of financial concepts can empower individuals to make informed decisions about their retirement savings and investments. He highlights the role of financial literacy and education, particularly in schools and workplaces, and the need for personalized financial planning.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

www.robertswealth.com

See omnystudio.com/listener for privacy information.

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.

Roberts Wealth Management

www.robertswealth.com

See omnystudio.com/listener for privacy information.