Alan explores the new realities of retirement and the strategies needed to navigate them. He discusses the challenges facing pre-retirees and retirees, such as the decline of company-paid pensions and reduced employer support for retirement savings. The importance of diversifying investments and utilizing guaranteed income sources like life insurance and annuities is emphasized.  Legislative changes, such as the Secure Act 2.0, are also discussed. The conversation then delves into the topic of artificial intelligence (AI) and its impact on financial planning. The limitations of AI are highlighted, and the importance of human expertise and personalized retirement planning is emphasized.

Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas