The Retirement Roux

著者: John Blanchard
  • サマリー

  • 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.

    2024 John Blanchard
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あらすじ・解説

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.

2024 John Blanchard
エピソード
  • Navigating Interest Rates in Retirement Planning
    2024/11/05

    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/.

    See omnystudio.com/listener for privacy information.

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    36 分
  • The Truth Behind America's Retirement Crisis
    2024/10/29

    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!

    See omnystudio.com/listener for privacy information.

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    39 分
  • Financial nimbleness is key to adapting to market changes
    2024/10/22

    John Blanchard discusses various retirement strategies, focusing on the importance of understanding Social Security, the role of gold in retirement portfolios, and the impact of interest rates on financial planning. He emphasizes the need for regular reviews of retirement strategies and the complexities involved with different net worth levels. The conversation also touches on Warren Buffett's investment strategies and the implications of income inequality on tax planning.

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

    See omnystudio.com/listener for privacy information.

    続きを読む 一部表示
    29 分

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