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Revisiting the 4% Rule in Retirement

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Manage episode 479710216 series 3561311
Content provided by The Impact Partnership and John Blanchard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Impact Partnership and John Blanchard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

John Blanchard discusses various aspects of retirement planning, including the timing of required minimum distributions (RMDs), the impact of market volatility on investments, the revised 4% withdrawal rule, signs that it may be time to change financial advisors, and the importance of tax planning in retirement. He emphasizes the need for personalized strategies to minimize tax liabilities and maximize wealth in retirement.

Like what you hear? 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.

  continue reading

Chapters

1. Seg 1 (00:00:00)

81 episodes

Artwork
iconShare
 
Manage episode 479710216 series 3561311
Content provided by The Impact Partnership and John Blanchard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Impact Partnership and John Blanchard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

John Blanchard discusses various aspects of retirement planning, including the timing of required minimum distributions (RMDs), the impact of market volatility on investments, the revised 4% withdrawal rule, signs that it may be time to change financial advisors, and the importance of tax planning in retirement. He emphasizes the need for personalized strategies to minimize tax liabilities and maximize wealth in retirement.

Like what you hear? 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.

  continue reading

Chapters

1. Seg 1 (00:00:00)

81 episodes

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