Organizing your assets for retirement

In this episode, John Blanchard discusses the intricacies of retirement planning, focusing on balancing risk and security in investment portfolios, the importance of tactical planning, and the need for regular adjustments to financial plans. He emphasizes the significance of finding purpose in retirement and how to effectively use the tax code to enhance financial well-being.

Do you want to dig deeper into this conversation? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!

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