Your Retirement with David Meche
Your Retirement with David Meche
Playlist by Your Retirement with David MecheDavid 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.Follow the podcast:
48 clip(s) in playlist
Navigating the Decision to Change Financial Advisors
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 ret…
13:00
The Limitations of AI in Financial Planning
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 volatil…
10:49
Best of What to Look for in a Financial Advisor
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 c…
13:04
The Uncertain Future of 401ks and Roth IRAs
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 i…
08:58
Guarding Against Reduction of Social Security Benefits
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 mitigati…
11:33
Minimizing Taxes on Required Minimum Distributions
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 benef…
08:28
The Importance of Enjoying Retirement
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. Rea…
11:10
Best Of: How much money do you need to retire?
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 D…
14:17
Understanding the Stages of Retirement
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 …
16:37
What to Look for in a Financial Advisor
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 c…
13:04