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…Social links:
The Role of AI in Retirement
Alan explores the new realities of retirement and the strategies needed to navigate them. He discusses the challenges facing pre-retirees and retirees, such as the decline of company-paid pensions and reduced employer support for retirement savings. The importance of diversifying investments and ut…
51:36
The Wave of Retirees
The retirement of 10,000 baby boomers every day will have significant impacts on current retirees, the economy, and social systems. Alan explores the challenges and considerations related to the retirement wave. Topics discussed include the strain on Social Security and Medicare, increased demand …
51:27
Regret Free Retirement
Alan Cantrell discusses the financial regrets of retirees and the importance of retirement planning. He delves into the challenges faced by women in retirement and the strategies to address them. The conversation also covers the significance of various retirement ages and the need for comprehensive…
50:47
Expect the Unexpected
Alan Cantrell discusses the uncertainties and unexpected expenses that can arise in retirement. He highlights the impact of healthcare costs, the importance of planning for home maintenance, and the need for effective tax planning. Cantrell also emphasizes the significance of longevity and the need…
50:24
Common Retirement Questions
Alan Cantrell discusses retirement planning and addresses common questions and concerns. He covers topics such as inflation, income needs in retirement, discretionary spending, budgeting, and the 4% rule. He also explores alternatives to long-term care insurance and the importance of planning for h…
51:06
Phased Retirement
Semi-retirement, also known as partial or phased retirement, is becoming increasingly popular as people consider working part-time in retirement. Alan explains this shift in retirement preferences is attributed to the rise of remote and hybrid work, with 66% of Gen Z and millennials favoring a phas…
51:09
Retirement Rules of Thumb
The conversation discusses various retirement planning rules of thumb and how they may need to be adjusted in today's unpredictable economy. The main topics covered include the 60-40 stock bond rule, the retirement age rule, the rule of 72, the rule of 100, and the 4% rule. Alan emphasizes the impo…
50:42
The New Retirement
Retirement strategies have evolved over the past 20 years, with significant differences from the retirement of our parents. Today, most people have a 401k or similar retirement plan, while only 2% of the private sector has a pension. Longevity is also a key factor to consider. It is crucial to sav…
51:01
Dangerous Assumptions About Retirement
On this episode, Alan Cantrell discusses six financial planning assumptions to avoid on the journey to retirement. He also highlights the need to prepare for a longer retirement and to consider the different phases of retirement: go-go years, slow-go years, and no-go years. In this conversation, Al…
50:13
Opportunities for a Strong Retirement
In this conversation, Alan Cantrell discusses retirement planning strategies and revisions in 2024. He highlights new strategies for saving for retirement, such as Roth 401k and catch-up contributions for older workers. Alan emphasizes the importance of understanding expenses and inflation and prov…
50:22