Alan covers strategic moves to consider in the last few years before retiring known as the financial red zone. He discusses contribution limits for those 50 and older and those 60 to 63. He also discusses Roth opportunities and benefits of an HSA for those who qualify.

479-935-9767

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

Alan discusses the proper approach to investment risk in retirement. He reminds that a one-day market drop can affect people in the week’s, month’s, and years to come. Alan also discusses the new retirement play book necessary for retirement of today.

479-935-9767

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

Alan reviews IRS rules for inherited IRAs, particularly the ten year window. He also discusses major considerations that should not be ignored by retirees before moving to another state or just another house. Alan then offers debt reduction tips for anyone nearing retirement.

479-935-9767

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

In this episode, Alan Cantrell discusses comprehensive retirement planning strategies, focusing on the later years, longevity, income durability, and tax-efficient inheritance planning. Learn how to prepare for a retirement that can last 30 years or more and ensure your financial security.

479-935-9767

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

Alan Cantrell discusses the complexities of modern retirement planning, emphasizing the importance of personalized strategies, tax planning, and the role of professional advice to ensure a secure financial future.

479-935-9767

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

Alan offers caution against the instant financial and retirement advice made available online. He speaks to experience, knowledge, and a realistic approach to retirement planning as opposed to the latest social media pollyannaish advice. Alan describes his approach which is paying attention to the details of building income in retirement, proper tax strategies, planning on a retirement built to withstand even gloomy financial scenarios, and considerations given to health care and legacy.

479-935-9767\

Retirement Stratetgies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

Alan Cantrell discusses the challenges of spending in retirement versus saving, the importance of income streams, and strategies to build confidence in retirement planning. He emphasizes personalized approaches, the pitfalls of relying solely on the 4% rule, and the significance of stress-testing your retirement plan against worst-case scenarios.

Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.

In this episode, Alan Cantrell discusses how retirees can navigate market volatility, the importance of income strategies, and the critical role of comprehensive retirement planning to ensure peace of mind and financial security.

Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

See omnystudio.com/listener for privacy information.