Taxes, inflation, IRMAA, and Social Security can turn retirement into a moving target. Parker Holland explains how a coordinated, fiduciary plan helps reduce surprises, avoid emotional investing mistakes, and build reliable income—plus a real case study for a couple with $1.5M saved. Visit Parker Holland Show to learn more.

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

Taxes, inflation, IRMAA, and Social Security can turn retirement into a moving target. Parker Holland explains how a coordinated, fiduciary plan helps reduce surprises, avoid emotional investing mistakes, and build reliable income&mdash;plus a real case study for a couple with $1.5M saved. 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.&nbsp;

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

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 discusses the various challenges retirees face today.

Parker opens with the five important pillars necessary in a retirement plan.  They are planning for income, taxes, investments, healthcare costs, and estate planning.  He then covers changes that are coming in 2026 including the extension of the 2017 tax rates, Medicare Part B projected cost hike, higher estate tax exemption, and the mandatory Roth catch-rule.  Parker then moves into a comprehensive discussion on decumulation.

Reach Parker at 877-359-1979.

Capital Financial Advisory Group

www.parkerhollandshow.com

 

Parker opens with the five important pillars necessary in a retirement plan.&nbsp; They are planning for income, taxes, investments, healthcare costs, and estate planning.&nbsp; He then covers changes that are coming in 2026 including the extension of the 2017 tax rates, Medicare Part B projected cost hike, higher estate tax exemption, and the mandatory Roth catch-rule.&nbsp; Parker then moves into a comprehensive discussion on decumulation.
Reach Parker at 877-359-1979.
<a href="https://parkerhollandshow.com">Capital Financial Advisory Group</a>
<a href="https://www.parkerhollandshow.com">www.parkerhollandshow.com</a>
&nbsp;

Parker opens with the five important pillars necessary in a retirement plan. 

You can tell a lot about someone by how they handle money — but what do your habits say about your financial future? In this episode of The Parker Holland Show, Parker and Steve decode the everyday behaviors that quietly make or break retirement success. From “spreadsheet samurais” to “treat-yourself” spenders, they unpack how psychology drives your portfolio and why self-awareness might be your biggest asset. Visit Parker Holland Show to learn more. Call 877-359-1979 or text “Parker” to 600-700. Free resources: Retirement Help Center on YouTube.

You can tell a lot about someone by how they handle money &mdash; but what do your habits say about your financial future? In this episode of The Parker Holland Show, Parker and Steve decode the everyday behaviors that quietly make or break retirement success. From &ldquo;spreadsheet samurais&rdquo; to &ldquo;treat-yourself&rdquo; spenders, they unpack how psychology drives your portfolio and why self-awareness might be your biggest asset. 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 decodes the everyday behaviors that quietly make or break retirement success. 

Retirement isn’t a hammock—it’s a flight plan. Today, Parker shows you how to keep income steady, tame healthcare and inflation, and dodge those first-year surprises so you can retire to something, not just from something. Visit Parker Holland Show to learn more. Call 877-359-1979 or text “Parker” to 600-700. Free resources: Retirement Help Center on YouTube.

Retirement isn&rsquo;t a hammock&mdash;it&rsquo;s a flight plan. Today, Parker shows you how to keep income steady, tame healthcare and inflation, and dodge those first-year surprises so you can retire to something, not just from something. 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 shows you how to keep income steady, tame healthcare and inflation, and dodge those first-year surprises so you can retire to something, not just from something. 

Think a seven-figure 401(k) means you’re set? Not so fast. Parker lays out why retirement success is about replacing your paycheck—using savings, Social Security, and smart tax planning—not hitting a magic balance. We unpack the age-67 milestone, couples’ “two-lives” problem, and buffers that tame sequence-of-returns risk. Then: ETF vs mutual fund (fees & liquidity), annuity reality vs myths, why “cash is king” can quietly lose to inflation, and how to approach Roth conversions. We also cover the 10-year withdrawal rule for inherited IRAs. Case study: turning $1.3M into durable income without white-knuckle risk. Want your own plan? Visit Parker Holland Show to learn more. Call 877-359-1979 or text “Parker” to 600-700. Free resources: Retirement Help Center on YouTube.

Think a seven-figure 401(k) means you&rsquo;re set? Not so fast. Parker lays out why retirement success is about replacing your paycheck&mdash;using savings, Social Security, and smart tax planning&mdash;not hitting a magic balance. We unpack the age-67 milestone, couples&rsquo; &ldquo;two-lives&rdquo; problem, and buffers that tame sequence-of-returns risk. Then: ETF vs mutual fund (fees &amp; liquidity), annuity reality vs myths, why &ldquo;cash is king&rdquo; can quietly lose to inflation, and how to approach Roth conversions. We also cover the 10-year withdrawal rule for inherited IRAs. Case study: turning $1.3M into durable income without white-knuckle risk. Want your own plan? 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 lays out why retirement success is about replacing your paycheck—using savings, Social Security, and smart tax planning.

Second marriage, first-rate planning. Today on The Parker Holland Show: prenups vs. post-nups, clean beneficiary updates, trusts that match your intent, and how remarriage can affect taxes, Medicare, and Social Security. Blended families, separate assets, and avoiding ‘will-reading warfare.’ Want your second act to start with clarity, not conflict? Keep it here. To reach Parker Call 877-359-979. Visit Parker Holland Show to learn more. Text Parker to 600700

Second marriage, first-rate planning. Today on The Parker Holland Show: prenups vs. post-nups, clean beneficiary updates, trusts that match your intent, and how remarriage can affect taxes, Medicare, and Social Security. Blended families, separate assets, and avoiding &lsquo;will-reading warfare.&rsquo; Want your second act to start with clarity, not conflict? Keep it here. To reach Parker Call 877-359-979. Visit <a href="https://www.capitalfinancialusa.com/parker-holland-show/">Parker Holland Show</a> to learn more. Text Parker to 600700

Second marriage, first rate planning. Parker Holland breaks down prenups vs. post-nups.

Still relying on the 4% rule, stock-heavy portfolios, or the dream of a pension? If so, you might be planning your retirement like it’s 1995—and that approach is, well, totally outdated. Parker Holland breaks down what’s changed in retirement planning and show you how to future-proof your finances with strategies built for today’s economy, today’s risks, and today’s opportunities. From smarter income strategies to navigating market uncertainty, we’ll give you the clarity you need to retire with confidence.

Still relying on the 4% rule, stock-heavy portfolios, or the dream of a pension? If so, you might be planning your retirement like it&rsquo;s 1995&mdash;and that approach is, well, totally outdated. Parker Holland breaks down what&rsquo;s changed in retirement planning and show you how to future-proof your finances with strategies built for today&rsquo;s economy, today&rsquo;s risks, and today&rsquo;s opportunities. From smarter income strategies to navigating market uncertainty, we&rsquo;ll give you the clarity you need to retire with confidence.

The Parker Holland Show

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