John Blanchard discusses various retirement strategies, focusing on the importance of understanding Social Security, the role of gold in retirement portfolios, and the impact of interest rates on financial planning. He emphasizes the need for regular reviews of retirement strategies and the complexities involved with different net worth levels. The conversation also touches on Warren Buffett's investment strategies and the implications of income inequality on tax planning.

Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.

John Blanchard discusses various retirement strategies, focusing on the importance of understanding Social Security, the role of gold in retirement portfolios, and the impact of interest rates on financial planning. He emphasizes the need for regular reviews of retirement strategies and the complexities involved with different net worth levels. The conversation also touches on Warren Buffett's investment strategies and the implications of income inequality on tax planning.
Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at <a href="https://matthewjames.com/">https://matthewjames.com/</a>.

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax &amp; Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.

The Retirement Roux

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement.  Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement.

Questions about your retirement?  Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to MatthewJames.com.

Financial nimbleness is key to adapting to market changes

Seg 1

Marker 09

Marker 08

John Blanchard discusses various retirement strategies, emphasizing the importance of tax efficiency and the misconceptions surrounding the retirement crisis in America. He highlights the benefits of human financial advisors over robo-advisors and explains advanced tax strategies such as tax loss harvesting and Roth conversions.

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

John Blanchard discusses various retirement strategies, emphasizing the importance of tax efficiency and the misconceptions surrounding the retirement crisis in America. He highlights the benefits of human financial advisors over robo-advisors and explains advanced tax strategies such as tax loss harvesting and Roth conversions.
Like what you hear? Get a second opinion on your current retirement plan by contacting <a href="https://bit.ly/4dcOOtC">Matthew James Tax and Wealth Management</a> today!

The Truth Behind America's Retirement Crisis

John Blanchard discusses various aspects of retirement planning, including the importance of tax strategies, the impact of market volatility on retirement portfolios, and the considerations for those looking to retire early. He emphasizes the need for a comprehensive financial plan that accounts for taxes, healthcare, and potential fees associated with retirement accounts.

Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

John Blanchard discusses various aspects of retirement planning, including the importance of tax strategies, the impact of market volatility on retirement portfolios, and the considerations for those looking to retire early. He emphasizes the need for a comprehensive financial plan that accounts for taxes, healthcare, and potential fees associated with retirement accounts.
Schedule a complimentary appointment today! Get to know John and the entire team at <a href="https://matthewjames.com/">https://matthewjames.com/</a>.

Early Retirement: Is It Feasible?

John Blanchard discusses the evolving landscape of financial advice, particularly the impact of social media on how individuals seek information. He emphasizes the importance of working with professionals to navigate the complexities of investment strategies, including the resurgence of bonds, tax diversification, and the risks associated with speculative investments. The discussion also highlights the need for creating passive income streams in retirement and the significance of having a well-structured financial plan.

Get to know and schedule a complimentary appointment with John and the team at https://matthewjames.com/.

John Blanchard discusses the evolving landscape of financial advice, particularly the impact of social media on how individuals seek information. He emphasizes the importance of working with professionals to navigate the complexities of investment strategies, including the resurgence of bonds, tax diversification, and the risks associated with speculative investments. The discussion also highlights the need for creating passive income streams in retirement and the significance of having a well-structured financial plan.
Get to know and schedule a complimentary appointment with John and the team at <a href="https://matthewjames.com/">https://matthewjames.com/</a>.

Financial nimbleness is key to adapting to market changes

In 1 playlist(s)

The Retirement Roux

Social links

Follow podcast

Recent clips