John Blanchard addresses typical errors associated with 401k plans and methods to avoid them. He stresses the significance of proper 401k fund allocation and underscores the advantages of transferring funds to a traditional IRA. Additionally, the discussion covers the constraints of 401k investment choices and the merits of maintaining a varied investment portfolio.

Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.

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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.

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...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.

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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!

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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!

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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.