What do you want to retire to?

In this episode, John Blanchard discusses the importance of financial planning as one approaches retirement, particularly focusing on market volatility and the strategies to mitigate risks. He emphasizes the need for a structured approach to asset allocation, dividing investments into three buckets: now, soon, and later. The conversation also touches on the significance of having a fulfilling life post-retirement, encouraging listeners to think about what they want to do after leaving the workforce.

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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