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 He emphasizes the importance of avoiding outdated financial advice, high fees, short-term temptations, impulsive decisions, and fear-based strategies.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

See omnystudio.com/listener for privacy information.

Weston Lindemann discusses the importance of being prepared for various financial weather events in retirement. He uses weather metaphors to explain different retirement planning mistakes and strategies. The main themes covered include risk management, budgeting, diversification, debt management, inflation protection, income sources, and trust in the planning process. Weston emphasizes the need for a comprehensive retirement plan that addresses these themes and offers a second opinion to ensure a successful retirement.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

The conversation discusses the psychological phases of retirement, as described in the book 'The Four Phases of Retirement' by Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase. Weston Lindeman also explores ancient wisdom from Roman and Greek philosophers and how it relates to retirement planning. The key takeaways include the importance of preparation, self-knowledge, preserving wealth, and prioritizing retirement goals.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.