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Paul covers the topic everybody’s talking about and that’s inflation.  He talks about the need to have a growth aspect in your retirement plan, planning for healthcare costs, and even touches on TIPS and I-bonds.  He then moves into some frequently asked questions on cryptocurrency and discusses whether or not it should be included in your retirement and by how much.  He closes by going through the different phases of retirement to pre-retirement planning, the big day, the honeymoon phase, and creating your new retirement identity. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Paul addresses the anxiety and concern many are feeling now with the market volatility, inflation, and rising interest rates.  He tackles the question of "how did we get here?"   He also discusses minimal damage options. You can reach Paul Roberts and his team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Roberts Wealth Management Chief Fiduciary Officer Heidi Ardis outlines three tax strategies to help you keep more of what you’ve saved over the years.  She then moves into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning. You can reach the team at Roberts Wealth Management by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

There’s so much going on in the economy to cause anxiety and especially for those nearing or in retirement.  Roberts Wealth Management Chief Fiduciary Officer Heidi Ardis offers some tips to help bring that anxiety down.  She also tackles inflation with survival strategies and answers some frequently asked questions about annuities. You can reach the team at Roberts Wealth Management by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

As we’re seeing high inflation, how should you factor that in your retirement plan?  Paul explores the effects of inflation in your strategies and good moves to consider.  He also discusses the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talks about what he considers when meeting clients for their periodic portfolio review. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Does cryptocurrency belong in your retirement portfolio.  Paul takes a close look at crypto and if or how to include it in your plan.  He also covers retirement planning strategies for those who started a little late. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

The distribution phase of retirement can be complicated.  Paul covers some retirement distribution strategies to consider. He covers geopolitical events and the effect they are having on our economy.  What are red flags you may be missing on your road to retirement?  Paul goes over a list of those and offers some solutions that could help you get back on track. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Paul takes a creative look at what can be considered additional income streams in retirement. The discussion turns to some vehicles that can be considered income streams in addition to good proactive tax devices.  He then breaks down how your thinking should change in your fifties and then highlights fears faced by many retirees. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

The distribution phase of retirement can be complicated.  Paul covers some retirement distribution strategies to consider. He covers geopolitical events and the effect they are having on our economy.  What are red flags you may be missing on your road to retirement?  Paul goes over a list of those and offers some solutions that could help you get back on track. You can reach Paul Roberts by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations.  Paul discusses some investment and retirement rules of thumb everyone should know.  He also breaks down retirement planning for couples and how each spouse may view retirement differently.   He then covers much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Paul offers suggestions of protection and proactive measures that can be implemented.  He also discusses planning long term for retirement to help alleviate the risk of longevity and explains why the help of a professional is so critical in today’s retirement planning. You can reach Paul Roberts and his team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

No one can accurately predict the next bear market and when it will occur, but one thing is for sure.  You can prepare yourself for it and should if you are approaching retirement.  Paul outlines some moves that can help protect your retirement plan.  He also outlines ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Paul goes over some questions that some clients may be hesitant to ask but stresses the importance of making sure all concerns are voiced.  He talks about the experience of being a Roberts Wealth Management client.  Paul then covers risks retirees face and offers suggestions on protecting your retirement plan from inflation and the possibility of stagflation. You can reach Paul Roberts and the team at Roberts Wealth Management by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

2022 will present some challenges such as inflation and possibly higher interest rates.  That’s why our retirement plans need to be robust as we meet those challenges head on.  Heidi Ardis and Brennon Kim give us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth.  They also present options and strategies to build income streams in retirement and tips to boost your retirement nest egg. You can reach Roberts Wealth Management by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Paul discusses the importance of keeping more of your money in retirement.  He covers fees to be aware of and instituting proper tax strategies.  Paul also shares some 401(k) statistics and talks about the Roberts Wealth Management 401(k) coaching program. You can reach the team at Roberts Wealth Management by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Chief Fiduciary Officer Heidi Ardis and Medicare and Insurance Specialist Brennan Kim at Roberts Wealth Management cover the podcast for Paul Roberts.  Rising inflation and market volatility continue to be a concern.  Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings.  Heidi and Brennan also offer ideas and strategies to maximize your 401(k). 800-891-8680 Roberts Wealth Management See omnystudio.com/listener for privacy information.

Planning for today’s retirees involves looking at possible tax changes in the future.  Paul discusses how much of your retirement income will be taxable and proactive strategies to help.  Safety in your financial red zone and retirement years is also part of the discussion as well as steps you should not put off in your retirement planning. You can reach Paul Roberts by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

What are retirement strategies that are somewhat outdated today?  Paul covers how we should approach mainstays such as the 60/40 split, the 4% rule, and a heavy concentration on dividend stocks.  He also discusses some retirement changes on the horizon for 2022 and warns of the potential risks such as longevity, sequence of returns, and long-term care.  You can reach Paul Roberts by calling 800-891-8680. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Market volatility is the opening topic in this podcast.  Paul outlines ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse.  What’s the key to protecting your savings from a crash and what are your best investment strategies?  He also talks about simplifying your entry into retirement and goes over some of the financial gaps that could impact your planning. To connect with Paul Roberts at Roberts Wealth Management call 800-891-8680 or visit the website below. Roberts Wealth Management See omnystudio.com/listener for privacy information.

Inflation!  Paul looks at where we are now and how to effectively plan long term for your retirement keeping inflation and longer lifespans in mind.  He also explains how he runs a portfolio stress test for clients and how to implement a bucketing strategy in your retirement.  Roberts Wealth Management 800-891-8680 See omnystudio.com/listener for privacy information.