Retirement Isn’t Just About You
Échec de l'ajout au panier.
Échec de l'ajout à la liste d'envies.
Échec de la suppression de la liste d’envies.
Échec du suivi du balado
Ne plus suivre le balado a échoué
Retirement Isn’t Just About You
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
What if your retirement plan is missing the most overlooked asset—your legacy?
In this episode, John Blanchard unpacks the deeper layers of retirement planning, from the strategic role of bonds to preparing the next generation for wealth transfer. He explores how working with financial advisors can help tailor financial plans to individual needs, and why tax efficiency is more than just a buzzword—it’s a cornerstone of smart wealth management. Whether you're nearing retirement or guiding others through it, this conversation offers grounded insights into building a future that’s financially sound and generationally thoughtful.
Let's dig deeper into this conversation. Get a second opinion on your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!
See omnystudio.com/listener for privacy information.