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.…

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…

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…

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…

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…

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

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…

Build Confidence in Your Retirement Spending

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 y…

Key Strategies for Retirement in Volatile Markets

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 Northwes…

How Global Tensions Could Affect Your Retirement

Alan discusses the geopolitical tensions going on now and describes the effects they could have on retirement plans here at home.  He urges pre-retirees and retirees to understand the things they can control such as strategies to combat inflation and moving to low risk, safer strategies.  Alan also…