Is There Still Time To take Advantage Of This Market?
The Retirement Roux
Despite many economists' predictions, the market continues to move right along, leaving many wondering if they should be investing more, or if they'd be setting themselves up for disaster. Acadiana's Retirement Strategist weighs in on whether or not there's still time to reap the rewards on this episode. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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How Concerned Are You With the Tax Deadline?
The Retirement Roux
No, not April 15th (although don't forget about that one, either), but December 31st, 2025. John talks about what you can (and should) be doing before the Tax Cuts and Jobs Act sunsets on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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The Financial Independence Roux?
The Retirement Roux
Okay, that's not nearly as catchy, but some people find the term "financial independence" easier to grasp than "retirement." Regardless of which one you think is better, John talks about how to go about achieving it on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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How Much Should You Have Saved For Your Retirement?
The Retirement Roux
Hear what a certain well to do investor (some might say "Wonderful") thinks, and hear John's reaction to that number on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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Tax Reduction In Retirement
The Retirement Roux
Some people have decided the easiest way to reduce their taxes in retirement is to move to a more tax favorable state. Before you start packing, listen to John on this episode as he offer tips and tricks to reduce your tax obligations that don't involve moving cross country. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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The Importance Of Risk Reduction
The Retirement Roux
With so much uncertainty surrounding 2024, many are looking for ways to take control of whatever they can financially. Reducing the amount of risk you have, especially as you approach retirement, could be a great move, and John explains how he helps people do that on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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How Much Should You Withdraw From Your 401(k)?
The Retirement Roux
Is it 4%? 8%? And is it going to change year to year? John Blanchard tackles this question and more on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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What's The Financial Outlook For 2024?
The Retirement Roux
Between elections, international conflict, and interest rates that will allegedly begin to come down later in the year, there's a lot of uncertainty in the air to kick of 2024. But what should we be doing while it all plays out? John Blanchard offers his advice on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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How To Tackle Financial Resolutions
The Retirement Roux
Did you make any big plans for 2024? How do you plan on taking them on? If one of your resolutions this year was to be more serious about your financial planning (and it should've been), a great first step would be to listen to this episode of The Retirement Roux with John Blanchard! Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
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Are Roth Conversions Worth It In Retirement?
The Retirement Roux
We all know the appeal of doing Roth contributions/conversions while still in the working world. But what if you're already retired? John Blanchard offers his insight on this episode of The Retirement Roux. Get to know/ schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at .
info_outlineEvery year retirees enjoy an increase, or COLA (cost of living adjustment) in their Social Security benefits based off of inflation. But does it come at a price? John discusses how he and the team at Matthew James Tax & Wealth Management plan ahead to avoid these COLAs from pushing clients into the next tax bracket on this episode of The Retirement Roux.
Get to know/ schedule a complimentary appointment with John and the team at https://matthewjames.com/.