What if your retirement could be shaped by the choices you make today?
In this episode, John Blanchard breaks down the essentials of financial planning for retirement, with a sharp focus on Social Security as a foundational income source. He explores how additional income streams, tax efficiency, and smart investment strategies can contribute to a more secure and flexible future. The conversation also touches on the freedom retirement offers, whether that means continuing to work, traveling, or simply enjoying leisure. With an eye on longevity, Blanchard emphasizes the importance of planning for a fulfilling journey, not just a financial finish line.

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!