Are you accidentally shortchanging your own retirement by following outdated withdrawal rules?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.