• Dot Your Retirement I’s and Cross Those T’s

  • Aug 23 2024
  • Length: 54 mins
  • Podcast

Dot Your Retirement I’s and Cross Those T’s

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  • Summary

  • Navigating market volatility and protecting retirement savings is crucial. Diversifying investments across asset classes is key to mitigating risk. The recent market volatility caused by the Japanese yen carry trade highlights the importance of diversification. Having a cash reserve for emergencies and taking advantage of buying opportunities during market downturns is essential. Maximizing Social Security benefits requires careful consideration of factors like life expectancy and tax implications. Employer-sponsored retirement plans, personal investments, real estate, and annuities all play important roles in a comprehensive retirement plan. In this conversation, Weston Lindemann discusses various topics related to retirement planning.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

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Economics Personal Finance Personal Success
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