• Wealthy Retirement Strategies

  • Feb 14 2025
  • Length: 54 mins
  • Podcast

Wealthy Retirement Strategies

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  • Summary

  • 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.
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