Balancing financial security with the freedom to enjoy retirement is a challenge many face today. Alan Cohen explores strategies to create consistent income through a mix of Social Security, dividend-paying stocks, bonds, and annuities. Learn how to reduce volatility, manage tax considerations in retirement accounts, and consolidate investments for simplicity and growth. Alan also tackles important decisions like when to trigger Social Security, converting to a Roth IRA, and building a personal pension with annuities.

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

Balancing financial security with the freedom to enjoy retirement is a challenge many face today. Alan Cohen explores strategies to create consistent income through a mix of Social Security, dividend-paying stocks, bonds, and annuities. Learn how to reduce volatility, manage tax considerations in retirement accounts, and consolidate investments for simplicity and growth. Alan also tackles important decisions like when to trigger Social Security, converting to a Roth IRA, and building a personal pension with annuities.
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.