Retirement Changes in 2025
The conversation focuses on significant changes in retirement planning set to take effect in 2025, including higher contribution limits for 401(k) plans, automatic enrollment expansions, changes to required minimum distributions (RMDs), and the introduction of Roth matching contributions. Alan disc…
Preserve Your Retirement Wealth
Alan discusses various strategies for wealth preservation, emphasizing the importance of planning for retirement. Key topics include the necessity of emergency funds, minimizing taxes, estate planning, and managing insurance. The discussion also draws parallels between Black Friday consumerism and …
Retirement Lessons from Thanksgiving
Alan discusses the various concerns that retirees face, including stock market volatility, social security, health care costs, and the importance of planning for long-term care. He emphasizes the need for a comprehensive retirement strategy that includes health management and inflation consideratio…
Breaking Through Retirement Complexities
Alan discusses the complexities of retirement planning, emphasizing the importance of understanding expenses, healthcare costs, social security strategies, tax implications, investment risks, and the necessity of estate planning. He uses relatable examples and hypothetical scenarios to illustrate …
Candy-Coated Retirement Strategies
Alan explores the intersection of Halloween treats and retirement planning strategies. He ties popular candies to various aspects of retirement, such as investment diversification, income streams, and the importance of long-term planning. The discussion also highlights the challenges many American…
Bridging the Retirement Gaps
Alan talks about essential strategies for retirement planning, emphasizing the importance of preparing for retirement, maximizing savings, understanding social security benefits, aligning investment portfolios, planning for long-term care, and harnessing personal traits for a successful retirement.…
The Seasons of Finance
Alan Cantrell discusses the various seasons of financial life and their implications for retirement planning. He emphasizes the importance of starting early with savings, maximizing contributions during peak earning years, and preparing for retirement through careful planning and investment strateg…
The Emotions of the Retirement Journey
Alan discusses the emotional aspects of retirement planning, emphasizing the importance of understanding and managing emotions such as happiness, sadness, and fear. He highlights the need for financial freedom, risk management, and proactive planning to ensure a comfortable retirement. The discussi…
Maintain Your Lifestyle in Retirement
Alan discusses the complexities of retirement planning, emphasizing the importance of starting early, understanding investment strategies, and preparing for market volatility. He highlights the need for personalized retirement plans that consider individual goals and risk tolerance, as well as the …
Components of Today’s Retirement
Alan Cantrell discusses the multifaceted nature of retirement planning, emphasizing the importance of a comprehensive approach that includes personalized financial game plans, healthcare cost considerations, tax-efficient strategies, and the anticipation of unexpected expenses. The discussion also …