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!

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.

The Good, Bad, And Ugly When It Comes to Fees in Retirement

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/.

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 <a href="https://matthewjames.com/">https://matthewjames.com/</a>.

How procrastination can lead to financial and relational issues

John Blanchard discusses various aspects of retirement planning, including the implications of interest rates on investments, budgeting strategies for retirement, the complexities of Social Security benefits, the concept of loud budgeting for accountability, and the importance of transparency in financial advising. The conversation emphasizes the need for personalized financial strategies that consider individual circumstances and goals.

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

John Blanchard discusses various aspects of retirement planning, including the implications of interest rates on investments, budgeting strategies for retirement, the complexities of Social Security benefits, the concept of loud budgeting for accountability, and the importance of transparency in financial advising. The conversation emphasizes the need for personalized financial strategies that consider individual circumstances and goals.
Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at <a href="https://matthewjames.com/">https://matthewjames.com/</a>.

Navigating Interest Rates in Retirement Planning

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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 Good, Bad, And Ugly When It Comes to Fees in Retirement

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