Is rising inflation and a unpredictable stock market threatening to disrupt your retirement strategy? On this episode of The Retirement Spectrum, financial advisor Alan Cohen breaks down what skyrocketing Treasury yields mean for your portfolio, annuities, and fixed income. They explore actionable strategies for transitioning from accumulating wealth to drawing a steady income, including how targeted Roth conversions can help manage tax exposure on Social Security and Medicare. Plus, learn how to overcome the common fear of spending your hard-earned savings so you can comfortably enjoy the lifestyle you built.

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

Is rising inflation and a unpredictable stock market threatening to disrupt your retirement strategy? On this episode of The Retirement Spectrum, financial advisor Alan Cohen breaks down what skyrocketing Treasury yields mean for your portfolio, annuities, and fixed income. They explore actionable strategies for transitioning from accumulating wealth to drawing a steady income, including how targeted Roth conversions can help manage tax exposure on Social Security and Medicare. Plus, learn how to overcome the common fear of spending your hard-earned savings so you can comfortably enjoy the lifestyle you built.
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.