Alan discusses critical aspects of retirement planning, focusing on common mistakes made by baby boomers, the importance of healthcare and long-term care planning, and the risks associated with investment strategies. He emphasizes the need for personalized retirement plans that consider income, taxes, and the sequence of returns risk. The conversation also touches on the honeymoon phase of retirement and how to manage expenses during this time.
Reach Alan at 800-779-3319.

Mastering Behavioral Finance for Retirement Success
51:21

Navigating the Realities of Retirement Planning
51:52

The Truth About Safe Money in America
51:35