What does the “Big Beautiful Bill” mean for your retirement? In this episode, Alan Cohen breaks down the latest tax changes, Roth conversion strategies, and how to protect your income in volatile markets. From Social Security deductions to interest rate debates and protective growth investments, Alan shares timely insights to help retirees and pre-retirees make smarter financial decisions. Plus, hear why timing the market can backfire—and what to do instead.

 

 

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

What does the &ldquo;Big Beautiful Bill&rdquo; mean for your retirement? In this episode, Alan Cohen breaks down the latest tax changes, Roth conversion strategies, and how to protect your income in volatile markets. From Social Security deductions to interest rate debates and protective growth investments, Alan shares timely insights to help retirees and pre-retirees make smarter financial decisions. Plus, hear why timing the market can backfire&mdash;and what to do instead.
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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.