Épisodes

  • The Retirement Crisis No One’s Talking About—Until Now
    Jul 15 2025

    Is Your Retirement Plan Ready for What’s Coming?
    In this must-hear episode, John Blanchard breaks down the critical threats facing your retirement, starting with the ballooning national debt, the uncertain future of Social Security, and the hidden risks in your current financial plan. Discover the non-negotiable milestones you need to hit, the red flags to watch for in financial advisors, and why waiting could cost you everything. Whether you're five years out or already retired, this episode delivers actionable insights to help you protect your nest egg, live fully in the moment, and avoid the most common retirement traps.
    Don’t leave your future to chance—listen now and take control.

    Would you like to delve 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.

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    30 min
  • From Paycheck to Purpose: Your Urgent Retirement Wake-Up Call
    Jul 8 2025

    In this must-hear episode, financial strategist John Blanchard breaks down how market volatility could derail your retirement dreams—and what you can do right now to protect your future. Discover the “Now, Soon, Later” asset allocation strategy that smart retirees are using to weather uncertainty and secure lasting income. But it’s not just about money—it’s about meaning. Learn how to design a post-retirement life that’s not just financially sound, but deeply fulfilling.

    Do you want to 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.

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    18 min
  • Your Golden Years Are at Risk—Here’s How to Protect Them
    Jul 1 2025

    Retirement is changing fast—are you ready? In this episode, John Blanchard breaks down the high-stakes economic shifts impacting your financial future. With interest rates holding steady and Baby Boomers facing critical decisions, discover powerful tax strategies, smart investment vehicles, and income withdrawal tactics to protect and grow your wealth. Don’t leave your retirement to chance—tune in now to gain the edge you need for lasting financial security.

    Do you want to 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.

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    21 min
  • The Retirement Mistake You Don’t Know You’re Making
    Jun 24 2025

    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.

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    21 min
  • Retirement Fears Are Real—Here’s How to Beat Them
    Jun 10 2025

    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.

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    21 min
  • Organizing your assets for retirement
    Jun 3 2025

    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.

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    21 min
  • Logical Investing, Not Emotional Investing
    May 20 2025

    In this episode, John Blanchard discusses the importance of retirement planning, especially in the context of potential market fluctuations and economic changes. He emphasizes the need for a strategic approach to investments, the benefits of phased retirement, and the implications of Social Security on retirement income. The conversation highlights the significance of having a clear plan to navigate the complexities of retirement, ensuring both financial stability and personal fulfillment.

    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.

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    21 min
  • What do you want to retire to?
    May 13 2025

    In this episode, John Blanchard discusses the importance of financial planning as one approaches retirement, particularly focusing on market volatility and the strategies to mitigate risks. He emphasizes the need for a structured approach to asset allocation, dividing investments into three buckets: now, soon, and later. The conversation also touches on the significance of having a fulfilling life post-retirement, encouraging listeners to think about what they want to do after leaving the workforce.

    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.

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    18 min