Retirement Strategies with Alan Cantrell
Retirement Strategies with Alan Cantrell
Alan Cantrell of Retirement Strategies Group and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of yo…
Medicare’s Two-Year Lookback and Your Retirement Tax Choices
A tax decision can show up later as a higher Medicare premium. Alan Cantrell and Dave Perkins discuss the IRMAA lookback, giving cash reserves a clear job, and involving adult children in financial conversations while preserving a parent’s independence. For a no-cost, no-obligation retirement revi…
52:50
Retirement Expenses Your Account Balance Does Not Show
A large nest egg does not tell you what retirement will cost. Alan Cantrell and Dave Perkins discuss housing and healthcare expenses, building a realistic budget, and preparing powers of attorney before a family faces difficult decisions. For a no-cost, no-obligation retirement review, call or tex…
52:50
Build a Retirement Plan You Feel Comfortable Spending From
Being financially prepared for retirement does not always make spending feel comfortable. Alan Cantrell and Dave Perkins discuss building an income blueprint around your own goals and stress-testing what changes for a surviving spouse, including Social Security, expenses and accessible cash. For a…
52:50
Working While Claiming Social Security: Plan Before You Start
Returning to work can change more than your daily routine when you have already claimed Social Security. Alan Cantrell and Dave Perkins discuss the retirement earnings test, catch-up contributions in the last working years, and testing a retirement spending plan before leaving your paycheck behind.…
52:50
The Last-Paycheck Levers
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…
51:26
How To Approach Risk in Retirement
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…
49:03
Moving in Retirement
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 Reti…
23:42
Strategies for a Long and Secure Future
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…
50:58
Modern Retirement: Strategies for a Secure Future
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
49:52
The Realistic and Sound Retirement Approach
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 th…
51:40