In this conversation, Alan Cantrell discusses important considerations for building a modern, holistic, and personalized retirement plan. He emphasizes the need for a comprehensive checklist and highlights key topics such as determining retirement income needs, strategies for retirement income, social security and life insurance considerations, planning for longevity and healthcare costs, budgeting for lifestyle upgrades, the importance of early retirement planning, tax efficiency and Roth conversions, building a personal pension plan, adjusting investment strategies for retirement, tax-efficient considerations, long-term care and healthcare planning, asset allocation and risk management, and investment strategies for security and returns. 

You can reach Alan Cantrell at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas