Retirement Roux Podcast 081126
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Retirement Roux Podcast 081126
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What if one of the biggest investing mistakes is letting fear dictate your decisions when opportunity is right in front of you?
John Blanchard explains why market downturns can create buying opportunities, how investors can separate emotion from strategy, and what to consider when evaluating dividend paying investments. He also discusses why today's tax environment may present planning opportunities, the difference between tax filing and tax planning, and strategies used to help reduce tax liability for business owners, high income earners, and retirees. Plus, learn why the type of income you earn and where you hold investments can have a significant impact on long term wealth building and tax efficiency.
Let's dig deeper into this conversation. Get a complimentary review of your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!
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