The Retirement RouxThe Retirement Roux

Building a Holistic Retirement Plan

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John Blanchard talks about the need for a holistic retirement strategy that includes tax efficiency, distribution strategies, asset allocation, risk control, healthcare, and estate planning. John offers an explanation on early retirement issues like health coverage and penalty-free fund access. Plus, he offers thoughts on target date funds, gold's portfolio value, and Social Security's future stability.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

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  1. The Retirement Roux

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The Retirement Roux

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is 
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