John Blanchard discusses various aspects of retirement planning, including the timing of required minimum distributions (RMDs), the impact of market volatility on investments, the revised 4% withdrawal rule, signs that it may be time to change financial advisors, and the importance of tax planning in retirement. He emphasizes the need for personalized strategies to minimize tax liabilities and maximize wealth in retirement.

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

See omnystudio.com/listener for privacy information.

In this episode, John Blanchard discusses the key aspects of retirement planning, including signs that indicate it's time to retire, the impact of market turbulence on investments, and the importance of assessing one's readiness for retirement. He emphasizes the need for a tailored financial plan that considers risk tolerance, tax strategies, and estate planning. The conversation also touches on the unique challenges faced by baby boomers as they approach retirement age.

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

See omnystudio.com/listener for privacy information.

In this episode, John Blanchard discusses the importance of personalized retirement strategies, the implications of investment comparisons, and the benefits of Roth conversions. He emphasizes the need for tailored financial planning based on individual risk profiles and long-term goals, while also addressing tax strategies to maximize wealth retention.

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

See omnystudio.com/listener for privacy information.