Is your retirement strategy ready for a choppy market and unexpected spending? On this episode of The Retirement Spectrum, host Alan Cohen breaks down recent market volatility fueled by major IPOs like SpaceX and explains why self-directed retirees frequently underestimate their post-career expenses. Discover the mechanics of 401k matches, the strategic benefits of timely Roth conversions to mitigate future tax hikes, and how a defensive, three-bucket investment approach can safeguard your wealth. Transition smoothly from accumulating wealth to distributing it with actionable, stress-reducing financial insights.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

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