Are you accidentally shortchanging your own retirement by following outdated withdrawal rules? In this episode of the Retirement Spectrum, wealth advisor Alan Cohen explores why traditional strategies like the 4% rule might be leaving money on the table. He breaks down navigating market volatility during midterm years, maximizing retirement income through dividend growth and smart annuity reviews, planning for couples with age gaps, and executing strategic Roth conversions before potential tax changes. Tune in to learn how to align your portfolio with how you actually want to live.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

Are you accidentally shortchanging your own retirement by following outdated withdrawal rules? In this episode of the Retirement Spectrum, wealth advisor Alan Cohen explores why traditional strategies like the 4% rule might be leaving money on the table. He breaks down navigating market volatility during midterm years, maximizing retirement income through dividend growth and smart annuity reviews, planning for couples with age gaps, and executing strategic Roth conversions before potential tax changes. Tune in to learn how to align your portfolio with how you actually want to live.
To learn more about Alan and the team at Spectrum Wealth Partners, go to&nbsp;<a href="https://www.spectrumwp.com/">www.spectrumwp.com</a>.

“The Retirement Spectrum with Alan Cohen” is a true Philadelphia look at the issues of retirement. Alan was born and raised in Philly and even named his company after one of his favorite places in the world: The Spectrum. Alan calls himself “a recovering stockbroker” – after spending years helping people accumulate wealth, he is now focused on helping people protect, grow, and use that wealth in retirement. Our podcast topics range from understanding the stock market, advice on 401(k)s, Social Security, tax planning, and more. And you may hear a mention of Springsteen now and then as Alan has seen Bruce over 200 times! Retirement offers a vast array of ways to plan for and enjoy this exciting part of your life. It truly is a Retirement Spectrum.

“The Retirement Spectrum with Alan Cohen” is a true Philadelphia look at the issues of retirement. Alan was born and raised in Philly and even named his company after one of his favorite places in the world: The Spectrum. Alan calls himself “a recovering stockbroker” – after spending years helping people accumulate wealth, he is now focused on helping people protect, grow, and use that wealth in retirement. Our podcast topics range from understanding the stock market, advice on 401(k)s, Social Security, tax planning, and more. And you may hear a mention of Springsteen now and then as Alan has seen Bruce over 200 times! Retirement offers a vast array of ways to plan for and enjoy this exciting part of your life. It truly is a Retirement Spectrum.