Parker Holland tackles real-world retirement questions: estate planning timelines, powers of attorney, probate pitfalls, ethical wills, and keeping the peace with blended families. Then they dive into the three-bucket tax strategy, the shaky 4% rule, Roth vs. pre-tax decisions, required minimum distributions, Medicare/IRMAA surprises, annuities for base income, and building a true “what-if” emergency fund. If you want a retirement plan that balances income, taxes, healthcare, and legacy, this episode is your blueprint. 

📞 Ready to take control of your retirement plan? Visit Parker Holland Show to learn more

Call 877-359-1979 or text PARKER to 600-700 to schedule your no-cost consultation.

Parker Holland tackles real-world retirement questions: estate planning timelines, powers of attorney, probate pitfalls, ethical wills, and keeping the peace with blended families. Then they dive into the three-bucket tax strategy, the shaky 4% rule, Roth vs. pre-tax decisions, required minimum distributions, Medicare/IRMAA surprises, annuities for base income, and building a true &ldquo;what-if&rdquo; emergency fund. If you want a retirement plan that balances income, taxes, healthcare, and legacy, this episode is your blueprint.&nbsp;
📞 Ready to take control of your retirement plan? Visit <a href="https://www.capitalfinancialusa.com/parker-holland-show/">Parker Holland Show</a> to learn more
Call 877-359-1979 or text PARKER to 600-700 to schedule your no-cost consultation.

The Parker Holland Show

Estate plans, powers of attorney, and probate—then Parker breaks down buckets, taxes, the 4% rule, annuity income, IRMAA, and long-term care. A clear, no-nonsense path to retirement income, tax efficiency, and legacy.

Parker Holland tackles real-world retirement questions: estate planning timelines, powers of attorney, probate pitfalls, ethical wills, and keeping the peace with blended families.

If you’re searching for retirement planning, Social Security strategies, tax planning, Medicare guidance, and retirement income you can’t outlive, you’re in the right place. Each week, Parker Holland and Capital Financial break down the biggest retirement mistakes—like starting too late, saving too little, being too conservative, ignoring inflation, and underestimating healthcare and long-term care costs—and show you how to build a plan that’s flexible and built to last.

Visit Parker Holland Show to learn more. Call 877-359-1979 or text “Parker” to 600-700. Free resources: Retirement Help Center on YouTube.

If you&rsquo;re searching for retirement planning, Social Security strategies, tax planning, Medicare guidance, and retirement income you can&rsquo;t outlive, you&rsquo;re in the right place. Each week, Parker Holland and Capital Financial break down the biggest retirement mistakes&mdash;like starting too late, saving too little, being too conservative, ignoring inflation, and underestimating healthcare and long-term care costs&mdash;and show you how to build a plan that&rsquo;s flexible and built to last.
Visit <a href="https://www.capitalfinancialusa.com/parker-holland-show/">Parker Holland Show</a> to learn more. Call 877-359-1979 or text &ldquo;Parker&rdquo; to 600-700. Free resources: Retirement Help Center on YouTube.

Parker Holland and Capital Financial break down the biggest retirement mistakes.

Parker Holland breaks down smart, practical year-end retirement moves you can still make before December 31. They cover tax-loss harvesting, Roth conversions (and the “five-year rule”), avoiding costly RMD mistakes, and using Qualified Charitable Distributions (QCDs) to give strategically while potentially lowering taxable income. The conversation also tackles longevity risk, inflation, the limits of the “4% rule,” and how guaranteed-income planning can help create a more dependable retirement paycheck. Listener Q&A rounds it out with real-world guidance on Social Security timing, pensions, WEP concerns, and long-term care options. 📞 Ready to take control of your retirement plan? Visit Parker Holland Show to learn more. Call 877-359-1979 or text PARKER to 600-700 to schedule your no-cost consultation.

Parker Holland breaks down smart, practical year-end retirement moves you can still make before December 31. They cover tax-loss harvesting, Roth conversions (and the &ldquo;five-year rule&rdquo;), avoiding costly RMD mistakes, and using Qualified Charitable Distributions (QCDs) to give strategically while potentially lowering taxable income. The conversation also tackles longevity risk, inflation, the limits of the &ldquo;4% rule,&rdquo; and how guaranteed-income planning can help create a more dependable retirement paycheck. Listener Q&amp;A rounds it out with real-world guidance on Social Security timing, pensions, WEP concerns, and long-term care options. 📞 Ready to take control of your retirement plan? Visit <a href="https://www.capitalfinancialusa.com/parker-holland-show/">Parker Holland Show</a> to learn more.&nbsp;Call 877-359-1979 or text PARKER to 600-700 to schedule your no-cost consultation.

Parker Holland breaks down smart, practical year-end retirement moves you can still make before December 31.

Parker Holland discusses the various challenges retirees face today, including inflation, healthcare costs, and the emotional aspects of retirement. He emphasizes the importance of having a comprehensive retirement plan that evolves with changing needs and circumstances. The conversation also covers common questions retirees have about Social Security, taxes, and investment strategies, providing practical advice for navigating these complexities. Listener questions are addressed, offering insights into managing finances and maintaining control over investments during retirement. 

📞 Ready to take control of your retirement plan?

Call 877-359-1979 or text PARKER to 600-700 to schedule your no-cost consultation. Visit ParkerHollandShow.com

Parker Holland discusses the various challenges retirees face today, including inflation, healthcare costs, and the emotional aspects of retirement. He emphasizes the importance of having a comprehensive retirement plan that evolves with changing needs and circumstances. The conversation also covers common questions retirees have about Social Security, taxes, and investment strategies, providing practical advice for navigating these complexities. Listener questions are addressed, offering insights into managing finances and maintaining control over investments during retirement.&nbsp;
📞 Ready to take control of your retirement plan?
Call 877-359-1979 or text PARKER to 600-700 to schedule your no-cost consultation. Visit <a href="https://www.capitalfinancialusa.com/parker-holland-show/">ParkerHollandShow.com</a>

Parker Holland tackles real-world retirement questions: estate planning timelines, powers of attorney, probate pitfalls, ethical wills, and keeping the peace with blended families.

The Parker Holland Show

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