Weston Lindemann discusses the impact of election years on investing and the importance of cutting through fear mongering and misinformation. He emphasizes the need for proper planning and allocation of investments to navigate the volatility of election years. Additionally, the conversation delves into common mistakes to avoid in financial decision-making and explores the mindset and habits of millionaires for financial success.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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Weston Lindeman discusses what individuals should consider in their financial lives on a month-by-month basis. He covers topics such as creating a financial plan in January, fine-tuning the plan in February, Medicare options in March, taxes and RMDs in April, annual reviews in May, mid-year adjustments in June, financial awareness assessment in August, Social Security strategy in September, open enrollment period in October, long-term care awareness in November, and RMD deadlines in December.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

The conversation covers two main themes: understanding financial and economic stories and retirement planning rules and exceptions. Weston Lindeman discusses the confusion surrounding monetary policy and the government's role in printing money and borrowing. He also explores the 4% rule for retirement withdrawals and the differing opinions of Dave Ramsey and Suze Orman. The conversation emphasizes the need for a customized approach to retirement planning and the importance of working with a professional team.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.