Navigating historical midterm volatility and shifting market headlines can make transitioning from a steady paycheck to self-funding retirement feel incredibly daunting. Host Alan Cohen explores practical defensive strategies, like balancing dividend-growth stocks, utilizing high-rate protective annuities, and mapping out multiple income streams. Discover how working your financial numbers backward can help prevent common budgeting mistakes, lower portfolio risk, and build long-term confidence. Whether you are wondering how to maximize Social Security or seeking a second opinion on hidden fees, this episode offers a roadmap for your distribution phase.

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

Navigating historical midterm volatility and shifting market headlines can make transitioning from a steady paycheck to self-funding retirement feel incredibly daunting. Host Alan Cohen explores practical defensive strategies, like balancing dividend-growth stocks, utilizing high-rate protective annuities, and mapping out multiple income streams. Discover how working your financial numbers backward can help prevent common budgeting mistakes, lower portfolio risk, and build long-term confidence. Whether you are wondering how to maximize Social Security or seeking a second opinion on hidden fees, this episode offers a roadmap for your distribution phase.
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.