What if the biggest obstacle to retirement isn’t money—but mindset?
In this episode, John Blanchard unpacks the emotional and financial complexities of retirement planning. From understanding safe withdrawal rates to confronting the psychological resistance many face when stepping away from work, they explore how to build a life that’s not just financially secure but personally fulfilling. The conversation emphasizes tailoring retirement strategies to individual goals and circumstances, and why having a clear plan can ease the transition into this next chapter—without the stress of financial uncertainty.

Let's dig deeper into this conversation. Get a second opinion on your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!