Could your retirement plan survive rising healthcare costs, market volatility, and an unexpected tax bill?

John Blanchard breaks down why productive assets matter in today's interest rate environment, how retirees can prepare for healthcare expenses that Medicare doesn't cover, and ways to reduce portfolio risk without sacrificing long-term goals. He also discusses the importance of income planning, preparing for longevity, and strategies high-income earners may explore to improve tax efficiency before year-end. From retirement income planning to proactive tax mitigation, this episode highlights key considerations for protecting and growing wealth throughout retirement.

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!