• Building a Holistic Retirement Plan

  • Jun 25 2024
  • Length: 39 mins
  • Podcast

Building a Holistic Retirement Plan

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  • Summary

  • 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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Economics Personal Finance
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