Claim OwnershipRetirement Strategies with Alan Cantrell
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Alan Cantrell of Retirement Strategies Group and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
To have your own questions answered, call or text 479-935-9767
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Retirement Strategies Group, LLC. Retirement Strategies Group, LLC is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
126 Episodes
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Alan discusses the common mistakes Baby Boomers make regarding retirement planning. He covers topics such as misconceptions about Social Security, the importance of early savings, healthcare costs, risk management, tax strategies, estate planning, and the emotional aspects of retirement. Alan emphasizes the need for a comprehensive retirement plan that includes various income streams and addresses potential pitfalls like sequence of returns risk and tax implications. The discussion also highlights the significance of the first year of retirement and the importance of making informed financial decisions during this critical phase. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses the evolving concept of retirement, emphasizing the need for a new perspective that includes longer life expectancy and the importance of planning for a fulfilling retirement. He explores the idea of the 'third age,' the significance of relationships, and the benefits of volunteering. The discussion also highlights the necessity of building guaranteed income streams and adapting investment strategies to ensure financial stability in retirement. Behavioral finance and the impact of market fluctuations on retirement planning are also addressed, underscoring the importance of a sustainable retirement plan. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan explores the mindset and strategies of wealthy retirees, emphasizing the importance of intentional financial choices and the concept of 'stealth wealth.’ He discusses generational shifts in financial attitudes, the necessity of a structured spending plan, and the emotional triggers that can lead to overspending, especially during the holidays. The conversation also addresses the risks associated with sudden retirement and the phenomenon of lifestyle creep, providing insights into how retirees can maintain financial stability while enjoying their newfound freedom. The discussion concludes with a Q&A segment addressing common concerns about retirement planning. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses good year-end tax strategies such as tax loss harvesting, Roth conversions, and QCDs. He also reminds to not lose money through lost Flexible Spending Account opportunities. The discussion then moves to how to plan for a longer retirement and good tax strategies in how you give. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.alankifer.com See omnystudio.com/listener for privacy information.
Alan delves into the things that can cause stress for people when they retire and what we can do to relieve that stress. Those stressors include inflation, rising healthcare costs, market volatility, and running out of money in retirement. He goes over common questions people ask their retirement advisors and covers the foundational steps to kickstart retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses the importance of confidence in spending during retirement, addressing emotional barriers and practical strategies for financial planning. He emphasizes the need for modernizing retirement plans to adapt to changing economic conditions and longevity. Key topics include understanding spending gains, behavioral finance, Social Security strategies, long-term care planning, and balancing family support with retirement needs. The conversation highlights the significance of comprehensive reviews and tailored strategies to ensure a secure and enjoyable retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
This conversation delves into the multifaceted aspects of estate planning, emphasizing the importance of ethical wills, legacy coaching, and effective communication within families. Alan Cantrell discusses strategies for managing wealth across generations, the role of life insurance, and the significance of preparing for unexpected life events. The dialogue also covers retirement income planning, tax strategies, and the impact of social security, while addressing the challenges faced by blended families and the need for adequate healthcare planning in retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
This conversation explores the multifaceted aspects of retirement, focusing on the emotional, financial, and practical challenges retirees face. Alan Cantrell discusses the initial shock of retirement, the importance of establishing routines, and the necessity of planning for healthcare and long-term care costs. He emphasizes the need for flexibility in retirement planning to adapt to life's unexpected changes and the significance of legacy planning to ensure financial stability for future generations. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan Cantrell discusses the critical aspects of estate planning and retirement strategies, emphasizing the importance of avoiding common pitfalls, understanding tax implications, and the necessity of regular reviews. He highlights the role of trusts, the impact of losing a spouse, and the need for proactive planning to ensure financial stability. The discussion also touches on alternative investments and the importance of understanding risk in retirement planning, providing valuable insights for listeners navigating their financial futures. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan Cantrell discusses the essential strategies for successful retirement planning. He emphasizes the importance of intentional planning, disciplined saving, and the need for a clear vision of retirement. Key topics include building a smart income distribution strategy, proactive tax planning, managing healthcare costs, and understanding the impact of inflation and market volatility. The conversation also highlights the significance of estate planning and the necessity of regular reviews to adapt to changing circumstances in retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
In this conversation, Alan discusses the critical differences between saving and investing, emphasizing the importance of understanding when to prioritize each in the context of retirement planning. He highlights the necessity of emergency funds, the impact of inflation on investments, and the need for balanced financial strategies that include both saving for immediate needs and investing for long-term growth. The discussion also covers risk management, the creation of income streams for retirement, and the emerging trend of phased retirement as a way to ease into retirement. Additionally, Cantrell addresses legacy planning and the importance of financial literacy in wealth creation. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
In this conversation, Alan Cantrell discusses the multifaceted nature of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. He explores the importance of passive income, financial literacy, and the psychological aspects of financial independence. The discussion also covers insights from Vanguard's How America Saves report, highlighting trends in savings and contributions, the significance of emergency funds, and the challenges posed by healthcare costs and Social Security. Additionally, Alan addresses the importance of long-term care planning and tax efficiency in retirement, advocating for personalized retirement strategies that align with individual goals and needs. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses the common financial mistakes that baby boomers make as they approach retirement. He emphasizes the importance of understanding social security benefits, planning for healthcare costs, and the necessity of having multiple income streams. The discussion also covers the significance of tax-efficient withdrawals, estate planning, and the emotional aspects of transitioning into retirement. Alan provides insights on balancing investment risks, the implications of divorce on retirement planning, and the decision-making process regarding pensions. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan Cantrell discusses the commonality of financial mistakes and emphasizes the importance of recovery and resilience. He highlights the emotional aspects of financial decision-making and the need for professional guidance in navigating retirement planning. Key topics include maximizing social security benefits, creating personal pensions, and reevaluating the traditional 4% withdrawal rule in light of market volatility. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan explores the complexities of retirement spending, emphasizing the importance of understanding different spending phases: the go-go years, slow-go years, and no-go years. Alan Cantrell discusses insights from a JPMorgan study on spending patterns among retirees, highlighting that spending often decreases over time, particularly in discretionary areas. He stresses the need for personalized financial planning to accommodate varying lifestyles and spending habits, including considerations for long-term care and the creation of a personal pension to ensure financial stability throughout retirement. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan talks about the evolving landscape of retirement planning, emphasizing the importance of personal responsibility in financial planning, the impact of longevity on retirement savings, and the necessity of comprehensive healthcare coverage. He explores the various stages of retirement, the significance of active planning and engagement in retirement activities, and strategies for maximizing retirement income. The discussion also addresses common myths surrounding retirement, particularly regarding Social Security and investment strategies, providing listeners with valuable insights into effective retirement planning. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses the various stages of retirement, emphasizing the importance of planning and preparation. He outlines the financial red zone leading up to retirement, the transition on retirement day, the excitement of the honeymoon phase, and the potential disenchantment that can follow. The discussion highlights the need for social engagement and purpose in retirement to maintain happiness and fulfillment. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses the positive aspects of retirement, emphasizing that many retirees are experiencing better outcomes than expected. He highlights the importance of building multiple income streams, utilizing tools for predictable income, and simplifying retirement accounts. The discussion also covers the significance of maximizing contributions, identifying red flags in retirement planning, and the necessity of planning for healthcare costs. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.finanialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses various economic indicators that can inform retirement planning, including both traditional and unconventional signs of economic health. He emphasizes the importance of diversifying income streams and staying informed about market trends without succumbing to panic. Additionally, he highlights common mistakes retirees make, such as not timing IRA withdrawals strategically and underestimating longevity risk. The discussion aims to equip listeners with knowledge and strategies to navigate their retirement planning effectively. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
Alan discusses the importance of having a solid financial plan in the face of economic uncertainty, focusing on strategies for inflation, investment, and tax efficiency. He highlights the unique challenges women face in retirement planning, including wage gaps and longevity, and emphasizes the need for empowerment in financial decision-making. The discussion also covers the significance of mindset in navigating financial challenges and the importance of diversification in investment strategies. Reach Alan at 479-935-9767. Retirement Strategies Group of Northwest Arkansas www.financialfreedomnwa.com See omnystudio.com/listener for privacy information.
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