
Sign up to save your podcasts
Or


Volatility in the market doesn't have to mean volatility for your future. In this episode of The Retirement Spectrum, Alan Cohen dives into the realities of modern retirement planning, from the impact of global conflicts on your portfolio to the "sale" on taxes currently available through Roth conversions. Alan debunks the myth of decreasing expenses and explores the "three-bucket" strategy designed to combat inflation and tax hikes. Whether you're navigating Social Security uncertainty or questioning your current investment mix, learn how active engagement and professional "X-rays" can help secure your financial legacy.
To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.
See omnystudio.com/listener for privacy information.
By Alan CohenVolatility in the market doesn't have to mean volatility for your future. In this episode of The Retirement Spectrum, Alan Cohen dives into the realities of modern retirement planning, from the impact of global conflicts on your portfolio to the "sale" on taxes currently available through Roth conversions. Alan debunks the myth of decreasing expenses and explores the "three-bucket" strategy designed to combat inflation and tax hikes. Whether you're navigating Social Security uncertainty or questioning your current investment mix, learn how active engagement and professional "X-rays" can help secure your financial legacy.
To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.
See omnystudio.com/listener for privacy information.