• Take the Scary out of Retirement

  • Sep 27 2024
  • Length: 54 mins
  • Podcast

Take the Scary out of Retirement

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  • Summary

  • 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 He emphasizes the importance of avoiding outdated financial advice, high fees, short-term temptations, impulsive decisions, and fear-based strategies.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

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