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>
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The Parker Holland Show

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

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

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