• Planning for Longevity: Strategies for a Century Life

  • Nov 19 2024
  • Length: 39 mins
  • Podcast

Planning for Longevity: Strategies for a Century Life

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  • Summary

  • John Blanchard discusses essential strategies for retirement planning, focusing on longevity, tax efficiency, and understanding financial products like annuities. He emphasizes the importance of organizing assets into buckets for different time horizons, deferring income to optimize tax savings, and adapting to market changes, particularly interest rate fluctuations. The discussion also highlights the need for careful consideration of annuities and the potential pitfalls associated with them, urging listeners to seek professional guidance for tailored financial strategies.

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