Logo

    paul roberts

    Explore " paul roberts" with insightful episodes like "Boost Your Retirement Savings", "Avoid Common Retirement Errors", "Avoid Common Retirement Errors", "Good Pre-Retirement Moves" and "Top Answers in Retirement Survey" from podcasts like ""Retire Right Radio with Paul Roberts", "Retire Right Radio with Paul Roberts", "Retire Right Radio with Paul Roberts", "Retire Right Radio with Paul Roberts" and "Retire Right Radio with Paul Roberts"" and more!

    Episodes (46)

    Boost Your Retirement Savings

    Boost Your Retirement Savings

    Brennan Kim discusses ways to better save for and in retirement.  Some include working with a professional for a savings plan, getting out of debt, considering an HSA if you are eligible, and cutting unnecessary expenses.  How can inflation impact your retirement?  Brennan explains and offers strategies to consider when factoring inflation.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Avoid Common Retirement Errors

    Avoid Common Retirement Errors

    Paul reminds us to avoid certain retirement errors such as maintaining the wrong asset allocation and not being properly diversified.  He offers suggestions on strategies that could possibly help you bump up your retirement date and then cites some alarming survey results regarding retirement readiness.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Avoid Common Retirement Errors

    Avoid Common Retirement Errors

    Paul reminds us to avoid certain retirement errors such as maintaining the wrong asset allocation and not being properly diversified.  He offers suggestions on strategies that could possibly help you bump up your retirement date and then cites some alarming survey results regarding retirement readiness.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Good Pre-Retirement Moves

    Good Pre-Retirement Moves

    Paul outlines some good measures to consider before retiring including getting a grip on what your day-to-day expenses will be, reviewing your assets, and envisioning what our retirement will look like.  He looks at some alarming stats from a Credit Karma survey showing on Americans’ savings going into retirement and their overall knowledge of necessary retirement strategies and then discusses what should be implemented to help relieve the fear of running out of money in retirement.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Top Answers in Retirement Survey

    Top Answers in Retirement Survey

    Brennan Kim of Roberts Wealth Management fills in for Paul Roberts and goes on the hot seat guessing the top answers from participants in a 2023 EBRI Employee Benefit Research Institute retirement confidence survey.  We cite results on concerns of pre-retirees and retirees in their comfort level on reaching retirement and living comfortably in retirement.  Brennan moves into strategies to consider in the financial red zone, 5-10 years from retirement.  He then discusses the advantages to consider when looking at the Roth IRA option.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Cash Flow is King

    Cash Flow is King

    Paul explains the importance of building income sources in your retirement and making sure they are in line with your expected expenses.  He dives into the subject of behavioral finance and how all the components relate to retirement planning.  He also highlights ways that money could be wasted in retirement such as excessive fees, overpayment in taxes, overspending, and ignoring healthcare costs.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Two Retirement Truths and a Lie

    Two Retirement Truths and a Lie

    Investment Advisor Representative and member of the All Star Team of Advisors at Roberts Wealth Management Carter Lewis fills in for Paul on the podcast.  We give three statements about retirement consideration and Carter points out the one that is not true and explains why.  He also expands on some of the ones that are true.  He  covers valid retirement related questions that begin with the word “when” and points out areas to address in the planning process to help ease the anxiety of challenging economic times.

    You can reach Roberts Wealth Management by calling 800-891-08680.

    Roberts Wealth Management

     

    See omnystudio.com/listener for privacy information.

    The Banking Sector

    The Banking Sector

    Paul expands on the situation in the banking sector.  He cautions against being lured into high returns that could be temporary.  Paul suggests focusing on preservation and just dipping your toe into the water for now.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    The Fed-Interest Rates

    The Fed-Interest Rates

    Paul opens by covering good strategies for saving your money leading up to retirement.  He then moves into a conversation on the Fed and rising interest rates and the effect it could have on your portfolio if not properly protected.  Paul also discusses the growth of Artificial Intelligence in the financial arena and closes with a discussion on the person-to-person approach taken by his team at Roberts Wealth Management.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    DJ B-12 Deep Acid House Experience #44 - February 2023 - Bonus Show -DJ B-12 @ Resonate Together - Bonus Show

    DJ B-12 Deep Acid House Experience #44 - February 2023 - Bonus Show -DJ B-12 @ Resonate Together - Bonus Show

    Hello and welcome to The DJ B-12 Deep Acid House Experience episode number 44. This month we have a special guest mix that DJ B-12 did for Resonate Together which aired last Saturday, February 18th and was his 12th show on there. 

    This set is quite a nice mixture of 30 tracks and varying styles from oldskool progressive house and trance, to deep house, breaks, acid, house, vocal house, melodic house and techno, and even a little bit of hardcore breakbeat. It has a reuntime of around 60 minutes. 

    The set is 60 minutes long and includes tracks by artists and on these labels: Force Mass Motion, D-Shake, Pang!, Nick Muir, Krafted Underground, Paul Roberts, Cleveland City, Vitess, Retrofutura Records, Alcatraz, Yoshitoshi Recordings, Spicelab, Humates, Spy vs. Spice, Clubland, David Morales, Buzz, Lauer, Running Back, Fluke, Blue Amazon, Justin Robertson, Circa, Emi CA & Facucio, Superordinate Music, My Friend, Dark Arts Club, Keirah Kirton, Fly Boy Records, Orbital, Logic1000, Orbital Recordings Ltd, Trutopia, REALM Records, Anna Nas, Big Fish Music Ltd, The Bionaut, Blue, NVTHEC, 83, Phoebe Tsen, Modera, Dosem, Colorize (Enhanced), Reefa, Stress Records, Waterlillies, Reprise Records, Spicelab, Testified, Joel Oliver, Songspire Records, Tinlicker, Joseph Ray, Anjunadeep, Estiva, Anjunabeats, Sven Väth, William Orbit, Spooky, Eye Q Records, H2O, Billie, Club Buz, Bedrock, Bedrock Records, Roach Motel, Junior Boy's Own, Sunscreem, Way Out West, and Five AM.

    Tracklist

    01. Force Mass Motion - You'll Never Be Alone [Force Mass Motion] [2022]

    02. D-Shake - Desert Rave [Pang!] [2021]

    03. Nick Muir - Lux Aeterna (Extended Mix) [Krafted Underground] [2022]

    04. Paul Roberts - Breaking My Heart [Cleveland City] [2022]

    05. Vitess - Cyber Zone [Retrofutura Records] [2022]

    06. Alcatraz - Giv Me Luv [Yoshitoshi Recordings] [1995]

    07. Spicelab - Feathers (Humates Flying High Mix) [Spy vs. Spice ] [1996]

    08. Clubland - Love Strain (I'm Under) (David Morales Lost In Dub) [Buzz] [1992]

    09. Lauer - Somebody (Instrumental) [Running Back] [2022]

    10. Fluke - Slid (BA secret Mix) [Dubplate]

    11. Fluke - Slid (Justin Robertson's Scat And Sax Frenzy) [Circa] [1993]

    12. Emi CA & Facucio - World of Sounds [Superordinate Music][2022]

    13. My Friend x Dark Arts Club Ft. Keirah Kirton - Any Raves (Extended) [Fly Boy Records] [2022]

    14. Orbital - Halcyon & On (Logic1000 Mix) [Orbital Recordings Ltd] [2022]

    15. Trutopia - Young (Extended Mix) [REALM Records] [2023]

    16. Anna Nas - Anna Nas (Part 1) [Big Fish Music Ltd] [1994]

    17. The Bionaut - Apples & Oranges [Blue] [1992]  

    18. NVTHEC - Acid Trip [83] [2023]

    19. Phoebe Tsen, Modera - Lotus Flower (Dosem Extended Remix) [Colorize (Enhanced)] [2022]

    20. Reefa - So Good [Stress Records] [1994]

    21. Waterlillies - Supersonic (Album Version) [Reprise Records] [1994]

    22. Spicelab - Oscillator [Testified] [2001]

    23. Joel Oliver - Cascade (My Friend Remix) [Songspire Records] [2022]

    24. Tinlicker - Just To Hear You Say (Joseph Ray Extended Mix) [Anjunadeep] [2022]

    25. Estiva - Aylu (Extended Mix) [Anjunabeats] [2023]

    26. Sven Väth - An Accident In Paradise (William Orbit + Spooky Mix) [Eye Q Records] [1993]

    27. H2O Featuring Billie - Satisfied (Take Me Higher) [Club Buzz] [1996]

    28. Bedrock - Voices [Bedrock Records] [2000]

    29. Roach Motel - Movin' On (Correct House Mix) [Junior Boy's Own] [1993]

    30. Sunscreem - Perfect Motion (Way Out West Remix) [Five AM] [2002]

    Secure Act 2.0

    Secure Act 2.0

    Now that it has passed, Paul reviews some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions.  He looks at lessons that can be learned from 2022 and how to move forward towards retirement in a stronger position and then dispels some common retirement myths.

    You can reach the team at Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Retirement Income

    Retirement Income

    Paul defines the retirement income replacement rate and looks at what needs to be considered in building income for your retirement.  This includes determining how much income you will need compared to your pre-retirement income, how much you earn, how much you save, when you will retire, your tax rates, and what Social Security covers.  He also looks at tax strategies that can help you presently and in the future.  This includes tradition 401(k) and IRA saving strategies as well as Roth.  Then he discusses a growing trend of working in retirement in explaining why more people are choosing to in some form or fashion and what should be considered when making that choice.

    You can reach Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Welcome to Retirement 2023

    Welcome to Retirement 2023

    Paul covers some solid planning tips to help you retire in a challenging economy in 2023.  Understanding sequence of returns and possibly delaying Social Security are part of the conversation.  What are some important questions you should be able to answer when considering your retirement and income plan?  Those include your budget, your tax strategies, long-term care protection, and other sources of income in your retirement.  Paul also covers protecting your income in retirement.

    You can reach Paul Roberts and the team by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Reduce Your Retirement Taxes

    Reduce Your Retirement Taxes

    Paul covers the approach you should take regarding tax strategies in retirement.  This includes connecting taxing with outflow as well as income, spending down traditional IRAs, and the consideration of Roth conversions and contributions.  He also discusses the condition of the markets and high inflation and looks ahead to what we may be able to expect.

    You can reach Paul Roberts and the team by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Impact of Inflation-Review of Secure Act

    Impact of Inflation-Review of Secure Act

    What are good questions to ask your financial professional in times of economic turmoil?  Paul Roberts covers some of these including long-term planning, diversification, and whether or not to change course.  He also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act.

    You can reach Paul Roberts and the team by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Retirement Investment Strategies

    Retirement Investment Strategies

    Your approach to investing in retirement can certainly be different than earlier in your life. Paul runs through some things to consider and some practices to avoid.  They include having a proper philosophy that can be flexible and able to change over time and to avoid questioning your plan due to volatility,  trying to outperform the market, and letting your emotions get the best of you.  Paul looks at four financial gaps that could stand in your way to retirement.  They include the knowledge, resources, perception and empowerment gap.  He also expands on some of the observations of Morningstar’s Christine Benz.

    You can reach the team at Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Social Security 2023 COLA-Factoring Inflation

    Social Security 2023 COLA-Factoring Inflation

    Paul talks about the announced Social Security Cost of Living Adjustment for 2023 pointing out that it is the highest in forty years but also that inflation is as well.  He discusses how this high inflation, volatility, and rising interest rates must be factored when planning for retirement.  Paul gets into the sudden shift for retirees when entering retirement and goes over the process of “deaccumulation.”  Then he looks at retirement challenge solutions such as planning for inflation in your other retirement income streams, preparing for out-of-pocket health care costs, and building good tax strategies.

    You can reach the team at Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Say No to “Do It Yourself Retirement”

    Say No to “Do It Yourself Retirement”

    Brennan Kim fills in for Paul Roberts and cites results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement.  He breaks down the advantages and, in his opinion, the necessity of working with a professional to build and maintain your retirement.  He also goes over some of the “curveballs” of retirement in the form of unexpected expenses and then offers strategies to stay on track in the current economic environment.

    You can reach the team at Roberts Wealth Management by calling 800-891-8680.

    Roberts Wealth Management

    See omnystudio.com/listener for privacy information.

    Logo

    © 2024 Podcastworld. All rights reserved

    Stay up to date

    For any inquiries, please email us at hello@podcastworld.io