Retire with Confidence: Tackling Your Biggest Fears

Complete Wealth Management With Dave Alison

In this empowering episode of The Complete Wealth Management Podcast, we delve deep into the heart of retirement planning, providing you with actionable strategies to alleviate your biggest retirement concerns. Hosted by Dave Alison, a seasoned certified financial planner, and joined by esteemed guest Conrad Levesque, CFP, CPA and David Roth, CFP, EA, both experienced retirement planners, this episode promises to be a beacon of guidance in the often murky waters of financial security.
As retirement looms on the horizon, fears about financial stability, healthcare costs, and the uncertainty of the future can cast a shadow over what should be a golden period of life. However, armed with the right knowledge and proactive measures, you can transform those fears into confidence and assurance.
Throughout this insightful discussion, the team at Alison Wealth will explore a myriad of topics, including turning assets into retirement income, strategic investment approaches to safeguard your nest egg, and savvy tips for navigating the complexities of healthcare in retirement.
Moreover, they delve into the psychological aspects of retirement planning, addressing common anxieties and offering practical advice on how to cultivate a mindset of abundance and security.
Whether you're nearing retirement age or just beginning your journey towards financial independence, this episode is an invaluable resource that will equip you with the tools and strategies needed to eliminate your biggest retirement concerns and pave the way for a fulfilling and prosperous future. Tune in now and embark on the path to a worry-free retirement!
The information provided in this presentation is not intended to be individual investment advice or legal advice. The information provided is for informational and training purposes only.
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.

Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

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1. Common Retirement Fears and Solutions (00:00:00)

2. Running Out Of Money In Retirement (00:06:09)

3. Navigating Healthcare Costs Before Medicare (00:12:03)

4. Tax Benefits For Self Employed Healthcare (00:19:46)

5. Long Term Care Costs in Retirement (00:24:18)

6. Turning Assets into Retirement Income (00:26:30)

7. The Three Phases of Retirement: Go-Go, Slow-Go, and No-Go (00:41:57)