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.

What if your retirement could be shaped by the choices you make today?
In this episode, John Blanchard breaks down the essentials of financial planning for retirement, with a sharp focus on Social Security as a foundational income source. He explores how additional income streams, tax efficiency, and smart investment strategies can contribute to a more secure and flexible future. The conversation also touches on the freedom retirement offers, whether that means continuing to work, traveling, or simply enjoying leisure. With an eye on longevity, Blanchard emphasizes the importance of planning for a fulfilling journey, not just a financial finish line.

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.

In this episode, John Blanchard discusses the intricacies of retirement planning, emphasizing the importance of timing, family connections, and strategic financial decisions. They explore the implications of delaying retirement, the emotional and financial aspects of market timing, and the necessity of professional tax planning. The conversation highlights the balance between enjoying life and making prudent financial choices, ultimately stressing that time is a precious commodity that cannot be regained.

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 the biggest obstacle to retirement isn’t money—but mindset?
In this episode, John Blanchard unpacks the emotional and financial complexities of retirement planning. From understanding safe withdrawal rates to confronting the psychological resistance many face when stepping away from work, they explore how to build a life that’s not just financially secure but personally fulfilling. The conversation emphasizes tailoring retirement strategies to individual goals and circumstances, and why having a clear plan can ease the transition into this next chapter—without the stress of financial uncertainty.

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.

Why do so many 401(k)s fall short of expectations—and what can you do about it? In this episode of Retirement Roux, John Blanchard breaks down the hidden pitfalls of retirement planning, from underperforming accounts to overlooked tax strategies. He explores how setting clear financial goals and building a structured action plan can help align your retirement strategy with your aspirations. Whether you're just starting or nearing retirement, this conversation offers a grounded look at how to think critically about your financial future—without the fluff.

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.

In this conversation, John Blanchard discusses essential strategies for retirement planning, emphasizing the importance of saving, understanding income streams, and the pitfalls of guaranteed income annuities. He highlights the need for careful investment choices and the significance of seeking second opinions on financial advice. The discussion also touches on the effectiveness of index funds compared to traditional stockbrokers and the complexities of various investment vehicles.

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 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.