Retirement Strategies with Alan Cantrell

Key Retirement Strategies for Boomers

Alan discusses the common mistakes Baby Boomers make regarding retirement planning. He covers topics such as misconceptions about Social Security, the importance of early savings, healthcare costs, risk management, tax strategies, estate planning, and the emotional aspects of retirement. Alan emphasizes the need for a comprehensive retirement plan that includes various income streams and addresses potential pitfalls like sequence of returns risk and tax implications. The discussion also highlights the significance of the first year of retirement and the importance of making informed financial decisions during this critical phase. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.

Rethinking Retirement: A New Perspective

Alan discusses the evolving concept of retirement, emphasizing the need for a new perspective that includes longer life expectancy and the importance of planning for a fulfilling retirement. He explores the idea of the 'third age,' the significance of relationships, and the benefits of volunteering. The discussion also highlights the necessity of building guaranteed income streams and adapting investment strategies to ensure financial stability in retirement. Behavioral finance and the impact of market fluctuations on retirement planning are also addressed, underscoring the importance of a sustainable retirement plan. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.

The Quiet Wealth Mindset

Alan explores the mindset and strategies of wealthy retirees, emphasizing the importance of intentional financial choices and the concept of 'stealth wealth.’ He discusses generational shifts in financial attitudes, the necessity of a structured spending plan, and the emotional triggers that can lead to overspending, especially during the holidays. The conversation also addresses the risks associated with sudden retirement and the phenomenon of lifestyle creep, providing insights into how retirees can maintain financial stability while enjoying their newfound freedom. The discussion concludes with a Q&A segment addressing common concerns about retirement planning. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.

Year End Strategic Tax Opportunities

Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs. He also reminds to not lose money through lost Flexible Spending Account opportunities. The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.alankifer.com See omnystudio.com/listener for privacy information.

Ease the Retirement Stress

Alan delves into the things that can cause stress for people when they retire and what we can do to relieve that stress. Those stressors include inflation, rising healthcare costs, market volatility, and running out of money in retirement. He goes over common questions people ask their retirement advisors and covers the foundational steps to kickstart retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.