John Blanchard talks about the need for a holistic retirement strategy that includes tax efficiency, distribution strategies, asset allocation, risk control, healthcare, and estate planning. John offers an explanation on early retirement issues like health coverage and penalty-free fund access. Plus, he offers thoughts on target date funds, gold's portfolio value, and Social Security's future stability.

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

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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/.

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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.