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
See omnystudio.com/listener for privacy information.
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