In this conversation, Parker Holland and Steve Sedahl discuss various topics related to retirement planning. They emphasize the importance of reassessing investment strategies as retirement approaches and the need to shift from a focus on growth to income and preservation. They also discuss the concept of replacing a paycheck in retirement and the importance of having stable returns and income. The conversation covers safer investments such as annuities and the benefits of overfunding retirement accounts. They also touch on retirement destinations, legislative impacts, and income planning in retirement. In this conversation, Parker and Steve discuss various financial tools and strategies that can help individuals optimize their retirement savings and minimize taxes. Visit Parker Holland to learn more. Call 877- 359-1979

What the Wealthy Do Differently (And How You Can Too)
51:31

Parker Holland break down how artificial intelligence is showing up in financial planning, from robo-advisors and tax tools to “Dr. Google” style retirement advice.
48:55

Taxes, inflation and IRMMA oh my. Parker Holland breaks it all down this week.
51:48