What if delaying retirement could cost you more than you think? In this episode, John Blanchard unpacks the emotional and financial stakes of retirement timing. From the hidden risks of DIY tax strategies to the power of informed decision-making, this conversation is a must-listen for anyone navigating their financial future.

Let's dig deeper into this conversation. Get a second opinion on your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!

See omnystudio.com/listener for privacy information.

What if your retirement dreams could be derailed by the very tools meant to secure them? In this episode, John Blanchard unpacks the hidden complexities of retirement planning—from the tax traps in Social Security to the overlooked risks of income annuities. He breaks down the pros and cons of target date funds and explains how interest rates quietly shape your investment outcomes. The conversation also explores how personal passions and international aspirations factor into retirement strategy. It’s a candid look at the decisions that shape your financial future—without the fluff.

Let's 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!

See omnystudio.com/listener for privacy information.

Is Your Retirement Plan Ready for What’s Coming?
In this must-hear episode, John Blanchard breaks down the critical threats facing your retirement, starting with the ballooning national debt, the uncertain future of Social Security, and the hidden risks in your current financial plan. Discover the non-negotiable milestones you need to hit, the red flags to watch for in financial advisors, and why waiting could cost you everything. Whether you're five years out or already retired, this episode delivers actionable insights to help you protect your nest egg, live fully in the moment, and avoid the most common retirement traps.
Don’t leave your future to chance—listen now and take control.

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

See omnystudio.com/listener for privacy information.