Is your retirement strategy ready for a choppy market and unexpected spending? On this episode of The Retirement Spectrum, host Alan Cohen breaks down recent market volatility fueled by major IPOs like SpaceX and explains why self-directed retirees frequently underestimate their post-career expenses. Discover the mechanics of 401k matches, the strategic benefits of timely Roth conversions to mitigate future tax hikes, and how a defensive, three-bucket investment approach can safeguard your wealth. Transition smoothly from accumulating wealth to distributing it with actionable, stress-reducing financial insights.

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

Is your retirement strategy ready for a choppy market and unexpected spending? On this episode of The Retirement Spectrum, host Alan Cohen breaks down recent market volatility fueled by major IPOs like SpaceX and explains why self-directed retirees frequently underestimate their post-career expenses. Discover the mechanics of 401k matches, the strategic benefits of timely Roth conversions to mitigate future tax hikes, and how a defensive, three-bucket investment approach can safeguard your wealth. Transition smoothly from accumulating wealth to distributing it with actionable, stress-reducing financial insights.
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.