Tease In

Alan takes a close look at Secure Act 2.0 and provisions that have already been enacted and looks ahead at what is to come in 2024.  He also addresses the excuses or justifications people make to delay seeking the help of a retirement professional.

You can reach Alan Cantrell by calling 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

Alan takes a close look at Secure Act 2.0 and provisions that have already been enacted and looks ahead at what is to come in 2024.  He also addresses the excuses or justifications people make to delay seeking the help of a retirement professional.
You can reach Alan Cantrell by calling 479-935-9767.
<a href="https://financialfreedomnwa.com">Retirement Strategies Group of Northwest Arkansas</a>

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 your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

To have your own questions answered, call or text 479-935-9767

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Retirement Strategies Group, LLC.  Retirement Strategies Group, LLC is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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 your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
To have your own questions answered, call or text 479-935-9767<a href="https://freedomdaysolutions.com"></a>
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Retirement Strategies Group, LLC.  Retirement Strategies Group, LLC is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

Retirement Strategies with Alan Cantrell

Secure Act 2.0:  Now and Next Year

Alan discusses the evolving concept of retirement, emphasizing the need for a new perspective that includes longer life expectancy and the importance of planning for a fulfilling retirement.  He explores the idea of the 'third age,' the significance of relationships, and the benefits of volunteering. The discussion also highlights the necessity of building guaranteed income streams and adapting investment strategies to ensure financial stability in retirement. Behavioral finance and the impact of market fluctuations on retirement planning are also addressed, underscoring the importance of a sustainable retirement plan.

Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

www.financialfreedomnwa.com

 

Alan discusses the evolving concept of retirement, emphasizing the need for a new perspective that includes longer life expectancy and the importance of planning for a fulfilling retirement.&nbsp; He explores the idea of the 'third age,' the significance of relationships, and the benefits of volunteering. The discussion also highlights the necessity of building guaranteed income streams and adapting investment strategies to ensure financial stability in retirement. Behavioral finance and the impact of market fluctuations on retirement planning are also addressed, underscoring the importance of a sustainable retirement plan.
Reach Alan at 479-935-9767.
<a href="https://financialfreedomnwa.com">Retirement Strategies Group of Northwest Arkansas</a>
<a href="https://www.financialfreedomnwa.com">www.financialfreedomnwa.com</a>
&nbsp;

Rethinking Retirement: A New Perspective

Alan explores the mindset and strategies of wealthy retirees, emphasizing the importance of intentional financial choices and the concept of 'stealth wealth.’  He discusses generational shifts in financial attitudes, the necessity of a structured spending plan, and the emotional triggers that can lead to overspending, especially during the holidays. The conversation also addresses the risks associated with sudden retirement and the phenomenon of lifestyle creep, providing insights into how retirees can maintain financial stability while enjoying their newfound freedom. The discussion concludes with a Q&A segment addressing common concerns about retirement planning.

Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

www.financialfreedomnwa.com

 

Alan explores the mindset and strategies of wealthy retirees, emphasizing the importance of intentional financial choices and the concept of 'stealth wealth.&rsquo;&nbsp; He discusses generational shifts in financial attitudes, the necessity of a structured spending plan, and the emotional triggers that can lead to overspending, especially during the holidays. The conversation also addresses the risks associated with sudden retirement and the phenomenon of lifestyle creep, providing insights into how retirees can maintain financial stability while enjoying their newfound freedom. The discussion concludes with a Q&amp;A segment addressing common concerns about retirement planning.
Reach Alan at 479-935-9767.
<a href="https://financialfreedomnwa.co">Retirement Strategies Group of Northwest Arkansas</a>
<a href="https://www.financialfreedomnwa.com">www.financialfreedomnwa.com</a>
&nbsp;

The Quiet Wealth Mindset

Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs.  He also reminds to not lose money through lost Flexible Spending Account opportunities.  The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give.

 Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

www.alankifer.com

 

Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs.&nbsp; He also reminds to not lose money through lost Flexible Spending Account opportunities.&nbsp; The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give.
&nbsp;Reach Alan at 479-935-9767.
<a href="https://financialfreedomnwa.com">Retirement Strategies Group of Northwest Arkansas</a>
<a href="https://www.alankifer.com">www.alankifer.com</a>
&nbsp;

Secure Act 2.0: Now and Next Year

In 1 playlist(s)

Retirement Strategies with Alan Cantrell

Social links

Follow podcast

Recent clips