Retirement planning is an essential part of financial stability. Alan Cohen discusses the importance of having a clear financial plan, including strategies for income generation from various sources such as dividends, bonds, and annuities. He emphasizes the significance of tax efficiency and managing expenses while splurging on health, family, travel, and charity. Cohen also addresses common pitfalls like underestimating expenses and relying solely on Social Security. With a focus on personalized planning, listeners can learn how to maintain their standard of living and avoid running out of money.

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

Retirement planning is an essential part of financial stability. Alan Cohen discusses the importance of having a clear financial plan, including strategies for income generation from various sources such as dividends, bonds, and annuities. He emphasizes the significance of tax efficiency and managing expenses while splurging on health, family, travel, and charity. Cohen also addresses common pitfalls like underestimating expenses and relying solely on Social Security. With a focus on personalized planning, listeners can learn how to maintain their standard of living and avoid running out of money.
To learn more about Alan and the team at Spectrum Wealth Partners, go to <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.

Advertisement