What if everything you thought you knew about retirement planning was outdated, ineffective—or flat out wrong?

In this revealing and passionate conversation, financial strategist and bestselling author Alan Porter pulls back the curtain on the myths surrounding 401(k)s, stock portfolios, and so-called “diversification.” A former U.S. Army Blackhawk instructor pilot turned elite financial educator, Alan shares the deeply personal story that fueled his mission—and the unconventional strategies he uses to help clients legally eliminate taxes, avoid major retirement pitfalls, and set up truly guaranteed income for life.

This isn’t just a financial conversation—it’s a wake-up call. Whether you’re years away from retirement or already facing its realities, Alan’s insights can help you stop leaking money and start building lasting, protected wealth.

The Hidden Cost of “Safe” Retirement Plans:

Why traditional vehicles like 401(k)s and IRAs are ticking tax time bombs and how to shift your money into tax-free, lawsuit-protected alternatives.

The Power of Becoming Your Own Bank:

How cash value life insurance and indexed universal life policies can eliminate your debt, compound your interest, and provide you with tax-free retirement income.

A Real-Life Financial Tragedy That Sparked a Mission:

The story of Alan’s daughter-in-law’s battle with cancer, and how a little-known rider on a life insurance policy changed everything and inspired Alan to dedicate his life to helping others.

Why Fees Are Killing Your Nest Egg:

How even a 1% fee in your portfolio can reduce your retirement income by over 30% and what to do instead.

The “Sequence of Returns” Trap:

How one bad year early in retirement can wipe out decades of savings and why guaranteed income strategies matter more than stock market bets.

Avoiding Probate, Lawsuits, and Estate Taxes:

Learn how proper planning with life insurance and annuities can preserve your legacy, keep your assets intact, and prevent the government from taking a massive bite out of your estate.

The First Question You Need to Ask Your Financial Advisor:

Alan shares the one question that will instantly tell you whether your current advisor is helping or hurting your long-term financial health.

Mentioned in the Episode:

Strategic Wealth Strategies – https://www.strategicwealthstrategies.com

Book: Tax-Free Retirement Solutions by Alan Porter

Tune in to learn how to reclaim control over your money, your legacy, and your peace of mind.

This episode of The Hidden Entrepreneur Show originally aired on iHeart Radio's 710 WOR – The Voice of New York. Hosted by Josh Cary.