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May 20, 2025 20 mins

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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