Wealthy Retirement Strategies cover art

Wealthy Retirement Strategies

Wealthy Retirement Strategies

Listen for free

View show details

About this listen

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.

What listeners say about Wealthy Retirement Strategies

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.