What Your Retirement Plan Maybe Missing

What if your retirement dreams could be derailed by the very tools meant to secure them? In this episode, John Blanchard unpacks the hidden complexities of retirement planning—from the tax traps in Social Security to the overlooked risks of income annuities. He breaks down the pros and cons of target date funds and explains how interest rates quietly shape your investment outcomes. The conversation also explores how personal passions and international aspirations factor into retirement strategy. It’s a candid look at the decisions that shape your financial future—without the fluff.

Let's 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!

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