What financial moves become more important as retirement gets closer, especially after age 70?

John Blanchard discusses why staying financially nimble matters when markets feel expensive, how AI can be a useful research tool without replacing professional guidance, and ways to prepare for retirement lifestyle expenses. He also explores the impact of rising interest rates, key strategies for Roth conversions and qualified charitable distributions, and why Social Security planning can be especially important for women. Plus, learn how thoughtful tax planning, income planning, and cash flow strategies can help support long-term retirement goals while adapting to changing market conditions.

Let's dig deeper into this conversation. Get a complimentary review of your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!