David Meche and Kevin Blanchard discuss various topics related to retirement planning and changing financial advisors. They also touch on the recent shooting at a Donald Trump rally and the importance of communication with clients. The conversation concludes with a discussion on the decision to retire early and the considerations that need to be taken into account, such as healthcare coverage.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

David Meche and Kevin Blanchard discuss various topics related to retirement planning and changing financial advisors. They also touch on the recent shooting at a Donald Trump rally and the importance of communication with clients. The conversation concludes with a discussion on the decision to retire early and the considerations that need to be taken into account, such as healthcare coverage.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

Navigating the Decision to Change Financial Advisors

David Meche and Kevin Blanchard discuss the topic of artificial intelligence (AI) and its role in financial planning. They highlight the limitations of AI in providing personalized advice and building trust with clients. They also introduce MarketGuard, a proprietary tool they use to reduce volatility and protect clients' investments. The conversation then shifts to the current state of the stock market and the potential for a correction. David and Kevin emphasize the importance of diversification and having a proactive approach to investment strategies.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

David Meche and Kevin Blanchard discuss the topic of artificial intelligence (AI) and its role in financial planning. They highlight the limitations of AI in providing personalized advice and building trust with clients. They also introduce MarketGuard, a proprietary tool they use to reduce volatility and protect clients' investments. The conversation then shifts to the current state of the stock market and the potential for a correction. David and Kevin emphasize the importance of diversification and having a proactive approach to investment strategies.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

The Limitations of AI in Financial Planning

In this conversation, David Mesh and Kevin Blanchard discuss what to look for in a financial advisor, as well as the importance of starting retirement planning early. They also highlight the need for a holistic approach to retirement planning, including estate planning and tax considerations. The conversation emphasizes the importance of finding a fiduciary advisor who puts the client's needs first. The hosts share their passion for helping clients protect and grow their wealth, and stress the need for a personalized approach to retirement planning.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

In this conversation, David Mesh and Kevin Blanchard discuss what to look for in a financial advisor, as well as the importance of starting retirement planning early. They also highlight the need for a holistic approach to retirement planning, including estate planning and tax considerations. The conversation emphasizes the importance of finding a fiduciary advisor who puts the client's needs first. The hosts share their passion for helping clients protect and grow their wealth, and stress the need for a personalized approach to retirement planning.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

Best of What to Look for in a Financial Advisor

In this conversation, Kevin Blanchard discusses the current state of the stock market and the rise of 401k millionaires. He explores the options available to individuals who have reached this milestone and suggests considering taking profits and diversifying investments. Kevin also highlights the importance of having a well-designed portfolio strategy, such as MarketGuard, that can determine the right time to hold or sell positions. He compares portfolio construction to baking cookies, emphasizing the need for the right ingredients, asset selection, and allocation. Additionally, Kevin discusses alternative options outside of 401ks, such as Roth IRAs and max funded life insurance, and addresses the possibility of the government eliminating pre-tax contributions in 401ks. He encourages listeners to schedule a consultation to explore these options further.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

In this conversation, Kevin Blanchard discusses the current state of the stock market and the rise of 401k millionaires. He explores the options available to individuals who have reached this milestone and suggests considering taking profits and diversifying investments. Kevin also highlights the importance of having a well-designed portfolio strategy, such as MarketGuard, that can determine the right time to hold or sell positions. He compares portfolio construction to baking cookies, emphasizing the need for the right ingredients, asset selection, and allocation. Additionally, Kevin discusses alternative options outside of 401ks, such as Roth IRAs and max funded life insurance, and addresses the possibility of the government eliminating pre-tax contributions in 401ks. He encourages listeners to schedule a consultation to explore these options further.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

The Uncertain Future of 401ks and Roth IRAs

David Meche and Kevin Blanchard discuss the Trump tax cuts and the potential expiration of the tax cuts and jobs act in 2025. They explore the option of Roth conversions and the potential for Congress to start taxing Roths in the future. They also discuss the importance of tax planning and mitigating taxes in retirement. The conversation then shifts to the coming problem with Social Security and the potential reduction of benefits in 2035. They discuss the use of income annuities as a tool to guard against the reduction of Social Security benefits. Overall, the conversation emphasizes the need for individuals to take control of their retirement income and plan for potential changes in tax laws and Social Security benefits.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

David Meche and Kevin Blanchard discuss the Trump tax cuts and the potential expiration of the tax cuts and jobs act in 2025. They explore the option of Roth conversions and the potential for Congress to start taxing Roths in the future. They also discuss the importance of tax planning and mitigating taxes in retirement. The conversation then shifts to the coming problem with Social Security and the potential reduction of benefits in 2035. They discuss the use of income annuities as a tool to guard against the reduction of Social Security benefits. Overall, the conversation emphasizes the need for individuals to take control of their retirement income and plan for potential changes in tax laws and Social Security benefits.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

Guarding Against Reduction of Social Security Benefits

David Meche and Kevin Blanchard discuss the importance of having a proactive investment strategy and introduce Market Guard, a proprietary portfolio management strategy. They emphasize the need for a plan that can adapt to market changes and protect against volatility. They also highlight the benefits of Market Guard, including intelligent algorithms and a team of experts who monitor clients' portfolios. The conversation then shifts to the topic of required minimum distributions (RMDs) and the potential tax implications. David and Kevin provide strategies to minimize taxes and keep more money in retirees' pockets.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

David Meche and Kevin Blanchard discuss the importance of having a proactive investment strategy and introduce Market Guard, a proprietary portfolio management strategy. They emphasize the need for a plan that can adapt to market changes and protect against volatility. They also highlight the benefits of Market Guard, including intelligent algorithms and a team of experts who monitor clients' portfolios. The conversation then shifts to the topic of required minimum distributions (RMDs) and the potential tax implications. David and Kevin provide strategies to minimize taxes and keep more money in retirees' pockets.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

Minimizing Taxes on Required Minimum Distributions

David and Kevin share personal stories and insights about retirement, inspired by their fathers. They emphasize the importance of enjoying retirement and being financially prepared. They also discuss the challenges retirees may face and provide advice on financial planning and decision-making.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

David and Kevin share personal stories and insights about retirement, inspired by their fathers. They emphasize the importance of enjoying retirement and being financially prepared. They also discuss the challenges retirees may face and provide advice on financial planning and decision-making.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

The Importance of Enjoying Retirement

This conversation with David and Kevin centers on the amount of money needed for retirement. They also touch on the potential traps and challenges of retirement. David and Kevin also talk about the impact of Social Security and the significance of guaranteed income sources.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

This conversation with David and Kevin centers on the amount of money needed for retirement. They also touch on the potential traps and challenges of retirement. David and Kevin also talk about the impact of Social Security and the significance of guaranteed income sources.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

Best Of: How much money do you need to retire?

The conversation starts with a discussion on the performance of different asset classes, highlighting the benefits of cash. The conversation then transitions to the importance of having a plan for retirement and the potential risks of not having one. The hosts also discuss the stages of retirement and the need for a comprehensive retirement income analysis. The conversation concludes with a mention of a study on afternoon slumps at work and the importance of preparing for the different phases of retirement.

Ready to connect with David and Kevin?  Visit Meche & Associates today!

The conversation starts with a discussion on the performance of different asset classes, highlighting the benefits of cash. The conversation then transitions to the importance of having a plan for retirement and the potential risks of not having one. The hosts also discuss the stages of retirement and the need for a comprehensive retirement income analysis. The conversation concludes with a mention of a study on afternoon slumps at work and the importance of preparing for the different phases of retirement.
Ready to connect with David and Kevin?  Visit <a href="https://mecheassociates.com/contact/">Meche &amp; Associates</a> today!

Understanding the Stages of Retirement

What to Look for in a Financial Advisor

David Meche has been helping families in Louisiana retire for over 30 years. Each week, he shares the wisdom he has gained through his experience to help you build a plan for a successful retirement.

Your Retirement with David Meche

Social links:

Follow the podcast:

48 clip(s)