Are you ready to discover the secrets to smarter retirement planning and avoid costly mistakes? Join Alan Cohen and the Spectrum Wealth Partners team as they break down the essentials of portfolio x-rays, Roth conversions, and defensive investing. Learn how to protect your assets, minimize taxes, and navigate today’s financial uncertainties—all with a dash of humor and real-life stories. Whether you’re retired or just starting to plan, this episode delivers practical insights for every stage of your financial journey. To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.See omnystudio.com/listener for privacy information.

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