Some people have decided the easiest way to reduce their taxes in retirement is to move to a more tax favorable state.  Before you start packing, listen to John on this episode as he offer tips and tricks to reduce your tax obligations that don't involve moving cross country.

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

Some people have decided the easiest way to reduce their taxes in retirement is to move to a more tax favorable state.  Before you start packing, listen to John on this episode as he offer tips and tricks to reduce your tax obligations that don't involve moving cross country. 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.

Some people have decided the easiest way to reduce their taxes in retirement is to move to a more tax favorable state.  Before you start packing, listen to John on this episode as he offer tips and tricks to reduce your tax obligations that don't...

Tax Reduction In Retirement

If you feel like your portfolios haven't been growing in the same way the market has recently, it might be due to excessive fees you're paying, but it's not to say they're all unnecessary. John sits down and tells us what to look out for on this episode of The Retirement Roux.

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

If you feel like your portfolios haven't been growing in the same way the market has recently, it might be due to excessive fees you're paying, but it's not to say they're all unnecessary. John sits down and tells us what to look out for on this episode of The Retirement Roux.
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 Good, Bad, And Ugly When It Comes to Fees in Retirement

Is is the balance in your nest egg?  How about market returns, tax rates or something else?  John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux.

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

Is is the balance in your nest egg?  How about market returns, tax rates or something else?  John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux.
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!

What Number Should You Be Focusing On In Retirement?

Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement?  John discusses this and more on this episode of The Retirement Roux.

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

Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement?  John discusses this and more on this episode of The Retirement Roux.
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!

Tax Reduction In Retirement

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