Cicadas and Retirement
Is there a correlation between the two? It turns out, yes. Acadiana's Retirement Strategist goes into further detail on this episode of The Retirement Roux. Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!
The Good, Bad, And Ugly When It Comes to Fees in Retirement
If you feel like your portfolios haven't been growing in the same way the market has recently, it might be due to excessive fees you're paying, but it's not to say they're all unnecessary. John sits down and tells us what to look out for on this episode of The Retirement Roux. Like what you hear? …
What Number Should You Be Focusing On In Retirement?
Is is the balance in your nest egg? How about market returns, tax rates or something else? John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux. Like what you hear? Get a second opinion on your current retirement plan by conta…
Could IRAs And 401(K)S Become Extinct?
Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement? John discuss…
Is a Roth Conversion the Right Move for You?
With markets at all time highs and tax rates as low as we may see for the foreseeable future, the benefits of Roth conversion seem apparent, but how should you go about doing it, if at all? John discusses this and more tax saving strategies on this episode of The Retirement Roux. Like what you he…
The Impact of Working In Retirement
It may seem contradictory, but people are electing to continue working once they've retired. Are there problems that could arise from this decision? John tells you what you should know on this episode of The Retirement Roux. Like what you hear? Get a second opinion on your current retirement pla…
How Much Should You Have Saved For Your Retirement?
Hear what a certain well to do investor (some might say "Wonderful") thinks, and hear John's reaction to that number on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.
Tax Reduction In Retirement
Some people have decided the easiest way to reduce their taxes in retirement is to move to a more tax favorable state. Before you start packing, listen to John on this episode as he offer tips and tricks to reduce your tax obligations that don't involve moving cross country. Get to know/ schedule…
The Importance Of Risk Reduction in Retirement
With so much uncertainty surrounding 2024, many are looking for ways to take control of whatever they can financially. Reducing the amount of risk you have, especially as you approach retirement, could be a great move, and John explains how he helps people do that on this episode of The Retirement…
How Much Should You Withdraw From Your 401(k)?
Is it 4%? 8%? And is it going to change year to year? John Blanchard tackles this question and more on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.