Episodes

  • Understanding Inflation and Market Trends
    Jun 11 2024

    John Blanchard explores the possible effects of the forthcoming presidential election on retirement strategies and suggests ways to mitigate anxiety while maintaining focus on long-term objectives. He emphasizes the significance of healthcare coverage during retirement and shares tips for managing the expenses. John offers his advice about the considerations and planning necessary for large-scale purchases.

    Schedule a complimentary appointment today! Get to know John and the entire team at https://matthewjames.com/.

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    40 mins
  • Navigating Early Retirement and Tax Code Changes
    Jun 4 2024

    John Blanchard discusses effects of governmental expenditure, strategies for tax planning, and possible alterations in tax legislation. John addresses the hazards linked to retirement, the expenses of healthcare, and the necessity for emergency funds. John discusses this and more on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    21 mins
  • An Argument For Claiming Social Security Early
    May 21 2024

    ...That's not to say it's a particularly good argument, but hear what a recent media personality said about claiming for your benefits as soon as possible, as well as John's response, on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    28 mins
  • Cicadas and Retirement
    May 14 2024

    Is there a correlation between the two? It turns out, yes. Acadiana's Retirement Strategist goes into further detail on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    34 mins
  • The Good, Bad, And Ugly When It Comes to Fees in Retirement
    May 10 2024

    If you feel like your portfolios haven't been growing in the same way the market has recently, it might be due to excessive fees you're paying, but it's not to say they're all unnecessary. John sits down and tells us what to look out for on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    27 mins
  • What Number Should You Be Focusing On In Retirement?
    May 7 2024

    Is is the balance in your nest egg? How about market returns, tax rates or something else? John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    38 mins
  • Could IRAs And 401(K)S Become Extinct?
    May 3 2024

    Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement? John discusses this and more on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    27 mins
  • Is a Roth Conversion the Right Move for You?
    Apr 26 2024

    With markets at all time highs and tax rates as low as we may see for the foreseeable future, the benefits of Roth conversion seem apparent, but how should you go about doing it, if at all? John discusses this and more tax saving strategies on this episode of The Retirement Roux.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.

    Show More Show Less
    41 mins