• The Truth Behind America's Retirement Crisis

  • Oct 29 2024
  • Length: 39 mins
  • Podcast

The Truth Behind America's Retirement Crisis

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  • Summary

  • John Blanchard discusses various retirement strategies, emphasizing the importance of tax efficiency and the misconceptions surrounding the retirement crisis in America. He highlights the benefits of human financial advisors over robo-advisors and explains advanced tax strategies such as tax loss harvesting and Roth conversions.

    Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.
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