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 retirement isn’t the finish line, but a new beginning?

In this episode, John Blanchard unpacks the evolving landscape of retirement planning, diving into strategies that prioritize tax efficiency, smart investing, and personal fulfillment. From relocating to tax-friendly states to making the most of year-end planning, the conversation offers practical insights for navigating financial decisions with confidence. They also explore the rising trend of “unretirement” here, where retirees return to work not out of necessity, but purpose. Whether you're nearing retirement or just starting to plan, this episode offers a thoughtful look at how to shape a future that fits your life.

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 plan is missing the most overlooked asset—your legacy?
In this episode, John Blanchard unpacks the deeper layers of retirement planning, from the strategic role of bonds to preparing the next generation for wealth transfer. He explores how working with financial advisors can help tailor financial plans to individual needs, and why tax efficiency is more than just a buzzword—it’s a cornerstone of smart wealth management. Whether you're nearing retirement or guiding others through it, this conversation offers grounded insights into building a future that’s financially sound and generationally thoughtful.

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.