Is Your Retirement Plan Ready for the Unexpected?
From Smart Tax Talk with John Blanchard · 30:22
Show by John Blanchard
Is your retirement plan ready for market volatility, changing tax brackets, and an unexpected exit from the workforce? John Blanchard explores how taxes, investment risk, retirement income, and timing can work together in a broader financial strategy. From Roth conversions and managing taxable income to preparing for market downturns and sudden retirement, he discusses why looking beyond your portfolio balance can matter. Plus, learn why year-end tax planning may provide opportunities to reassess your income, tax exposure, and financial priorities before the calendar turns. Let's dig deeper into this conversation. Get a complimentary review of your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!See omnystudio.com/listener for privacy information.
More episodes of Smart Tax Talk with John Blanchard
More episodes
- The Hidden Cost Behind “Guaranteed” Retirement Income
- Are Your Biggest Financial Risks Hiding in Plain Sight?
- Is Your “Dead Money” Costing You?
- The Retirement Costs Many People Underestimate
- Are You Financially Bulletproof for Retirement?
- The Retirement Decisions That Matter Most After Age 70
- Is Your Money Working Hard or Sitting Idle?
- The Retirement Risks Most People Aren't Planning For
- Why Have a Plan?
- Are Annuities Right For... Anyone?
PodSearch is a free, independent podcast search engine. Read about PodSearch, the privacy policy or contact us.