The Retirement RouxThe Retirement Roux

How procrastination can lead to financial and relational issues

View descriptionShare

John Blanchard discusses the critical importance of meeting financial deadlines, particularly as the year-end approaches. He emphasizes strategies for maximizing income and minimizing taxes, including the significance of Roth conversions and proactive tax planning. The conversation also delves into the necessity of planning for future healthcare needs and estate management.

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

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. The Retirement Roux

    66 clip(s)

The Retirement Roux

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is 
Social links
Follow podcast
Recent clips
Browse 66 clip(s)