When the market dips, do you panic or plan? In this episode of The Retirement Room, John Blanchard breaks down why emotional investing can sabotage your 401(k), how to structure your retirement buckets for resilience, and why Roth conversions during downturns might be your smartest move. From tax-efficient strategies to avoiding costly annuity traps, this episode is packed with insights for anyone nearing or navigating retirement. Learn how to protect your income, manage volatility, and make smarter decisions with your money—no steak dinner sales pitch required.

Do you want to dig deeper into this conversation? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!

See omnystudio.com/listener for privacy information.

In this eye-opening episode of The Retirement Roux Podcast, John Blanchard confronts the fears that keep many retirees up at night—outliving savings, skyrocketing medical bills, and the creeping threat of taxes eating into their nest egg. But fear doesn’t have to lead your future. John breaks down smart, actionable tax strategies that can help you simplify your finances, reduce liabilities, and keep more of what you’ve worked a lifetime to earn. If you're ready to take control of your retirement and stop leaving money on the table, this is the episode you can’t afford to miss.

Do you want to dig deeper into this conversation? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!

See omnystudio.com/listener for privacy information.

In this episode, John Blanchard discusses the intricacies of retirement planning, focusing on balancing risk and security in investment portfolios, the importance of tactical planning, and the need for regular adjustments to financial plans. He emphasizes the significance of finding purpose in retirement and how to effectively use the tax code to enhance financial well-being.

Do you want to dig deeper into this conversation? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!

See omnystudio.com/listener for privacy information.