The Retirement Roux

De: John Blanchard
  • Resumen

  • 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.

    2025 John Blanchard
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Episodios
  • Utilizing tax strategies to minimize tax liabilities.
    Mar 13 2025

    In this conversation, John Blanchard discusses various strategies for retirement planning, focusing on tax efficiency, investment strategies, and the importance of understanding market volatility and longevity risk. He emphasizes the need for comprehensive planning to ensure financial security in retirement.

    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.

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    20 m
  • Tax efficiency is crucial for retirement income
    Feb 25 2025

    John Blanchard discusses various aspects of retirement planning, focusing on market fluctuations, Roth conversions, and the importance of a holistic approach to financial management. They emphasize the need for tailored strategies to navigate taxes and wealth management effectively, ensuring listeners are well-prepared for their retirement years.

    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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    21 m
  • Tactical vs. Emotional Investment Strategies
    Feb 18 2025

    In this episode, John Blanchard discusses critical retirement strategies, focusing on the implications of inheriting an IRA, understanding market returns, and the importance of managing debt as one approaches retirement. He emphasizes the risks associated with market volatility and the need for tactical investment strategies over emotional decision-making. Additionally, he addresses the common pitfalls of cashing out 401k plans during job transitions and the benefits of exploring various options for retirement savings.

    Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

    See omnystudio.com/listener for privacy information.

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    18 m

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