Building a Holistic Retirement Plan
Manage episode 425580443 series 3561311
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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章
1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
68 つのエピソード