Strategic Wealth Strategies

02/08/2026

09/15/2025

Take a look at my latest interview on ABC in Birmingham Alabama

Watch here:

Shared with Dropbox

04/17/2025

We're proud to share that Alan Porter, CEO of Strategic Wealth Strategies, has been featured in Top 100 People in Finance magazine! 🏆💼

From Blackhawk pilot to one of the nation’s most trusted financial strategists, Alan’s journey is nothing short of inspiring. His passion for protecting families' financial futures and delivering tax-free retirement solutions continues to make a national impact.

👏 Congratulations, Alan, on this well-deserved recognition!

📖 Read more about his story and mission in the latest issue of Top 100 People in Finance.

03/21/2025

When to Take Social Security: Why 80% of People Get It Wrong

When should you take Social Security? If you’re like most Americans, you may think claiming it early at age 62 is a smart move. But here’s the truth: timing your Social Security benefits can make or break your retirement plan.

On a recent episode of the Strategic Wealth Strategies Podcast with host Neil “The Media Giant” Haley, I dove deep into why 80% of people are claiming Social Security at the wrong time — and how to avoid being one of them.

🧠 Timing Is Everything – And It’s Not Just About Age
Taking Social Security early can reduce your monthly benefit by up to 30% for life. That’s a big hit, especially if you end up living into your 90s (or longer — yes, people are living past 100 more than ever).

Here are some key factors that should guide your decision:
Health & Longevity – Do you have a history of long life in your family?

Income Needs – Are you still working or relying on other income streams?

Savings Location – Is your money in the market, or in a tax-advantaged vehicle?

Taxes – Taking benefits too soon could push you into a higher tax bracket.

📉 What About 401(k)s and the Stock Market?

If your retirement depends entirely on the market, you're gambling with your future. The sequence of returns risk could drain a $1M 401(k) in just 5 years with poor timing.
It’s not about rate of return — it’s about smart distribution. That’s why I work with clients to build diversified, tax-efficient retirement income plans that aren’t tied to Wall Street volatility.
🔒 The Safer Option: Fixed Indexed Annuities
Many people don’t understand fixed indexed annuities — and for good reason. Most financial advisors aren’t licensed to sell them, so they won’t bring them up.

Here’s what these powerful tools offer:
✅ Guaranteed lifetime income
✅ No risk of market losses
✅ Income that can increase over time
✅ Outlive your money? Not with this strategy

Read more:

https://www.strategicwealthstrategies.com/post/when-to-take-social-security-why-80-of-people-get-it-wrong

01/11/2025

01/11/2025

12/12/2024

💡 Rethinking Retirement: The Roth Advantage
Are you maximizing your retirement savings? This episode breaks down:

The differences between traditional IRAs and Roth IRAs.
The benefits of Roth conversions, including tax-free growth and avoiding required minimum distributions (RMDs).
A real-life example of how converting a traditional IRA can create a legacy for future generations.
📲 Don’t miss this deep dive into retirement strategies—watch now!

10/18/2024

Insights from Conversations with Financial Advisors

10/17/2024

Key Factors Investors Consider When Purchasing Policies

10/16/2024

Preparing for Retirement

10/14/2024

Exposing Financial Truths

10/11/2024

Protect Your Finances