In this episode, John Blanchard discusses the importance of financial planning as one approaches retirement, particularly focusing on market volatility and the strategies to mitigate risks. He emphasizes the need for a structured approach to asset allocation, dividing investments into three buckets: now, soon, and later. The conversation also touches on the significance of having a fulfilling life post-retirement, encouraging listeners to think about what they want to do after leaving the workforce.

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.