RL Wealth Partners
Is A Roth IRA Conversion Right For Me?
What is a Roth IRA?
A Roth IRA is an after-tax qualified account that encourages you to save for...
Read MoreProvide a larger after-tax inheritance to your loved ones
What do you do when you have enough retirement income but also extra pre-tax money growing on the...
Read MoreWhat happens to your Social Security benefit if you lose a spouse?
For many American retirees, Social Security is a valuable, and sometimes essential, part of their...
Read More10 Mistakes You Might Make In Retirement (Regardless of How Smart You Are)
In this episode of the Just Don't Lose The Money Radio Show, Sam and John discussed 10 mistakes...
Read MoreQuestions From Our Listeners! (June edition)
This week's episode of Just Don't Lose The Money Radio was focused on something we are going to...
Read MoreThe SECURE Act & How It May Effect Your Retirement Plans
The House Of Representatives just OVERWHELMINGLY passed the S.E.C.U.R.E. (Setting Every Community...
Read More5 Pillars Of A Sound Retirement Plan
This week's radio discussed the Five Pillars of a Sound Retirement. Tune in as Sam and Mike discuss...
Read MoreHave a list of questions around your finances?
Thinking about your retirement situation?
Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.