Retirement Strategies with Alan Cantrell
Retirement Strategies with Alan Cantrell
Playlist by Retirement Strategies with Alan CantrellAlan 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 rev…138 clip(s) in playlist
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
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…
50:26
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…
51:25
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…
50:38
Confronting Loneliness in Retirement
This conversation explores the often-overlooked issue of loneliness among baby boomers in retirement, discussing its emotional and physical health impacts. It emphasizes the importance of social independence alongside financial planning. Alan also highlights need for income streams in retirement. …
50:35