Alan discusses the common pitfalls retirees face and how to avoid them. He emphasizes the importance of careful planning, including the risks of relying on home equity, the dangers of overspending in early retirement, and the significance of timing when claiming Social Security. Alan also explores investment strategies, including the balance between growth and safety, and the evolving landscape of retirement planning. He highlights the need for personalized approaches to risk and the potential benefits of Roth IRA conversions for tax planning.

Reach Alan at 479-935-9767.

Retirement Strategies Group of Northwest Arkansas

www.financialfreedomnwa.com

 

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