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!

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

The Limitations of AI in Financial Planning

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

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 Limitations of AI in Financial Planning

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Your Retirement with David Meche

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