Retirement Strategies with Alan Cantrell

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.

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.

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.

Alan discusses the importance of confidence in spending during retirement, addressing emotional barriers and practical strategies for financial planning. He emphasizes the need for modernizing retirement plans to adapt to changing economic conditions and longevity. Key topics include understanding spending gains, behavioral finance, Social Security strategies, long-term care planning, and balancing family support with retirement needs. The conversation highlights the significance of comprehensive reviews and tailored strategies to ensure a secure and enjoyable retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.

This conversation delves into the multifaceted aspects of estate planning, emphasizing the importance of ethical wills, legacy coaching, and effective communication within families. Alan Cantrell discusses strategies for managing wealth across generations, the role of life insurance, and the significance of preparing for unexpected life events. The dialogue also covers retirement income planning, tax strategies, and the impact of social security, while addressing the challenges faced by blended families and the need for adequate healthcare planning in retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.