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

Rethinking Retirement: A New Perspective
51:34

The Quiet Wealth Mindset
51:27

Year End Strategic Tax Opportunities
51:02