The Retirement Roux

Author: John Blanchard

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.
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Language: en

Genres: Business, Education, Investing

Contact email: Get it

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Tax Moves, Market Shifts, and the New Retirement Mindset
Tuesday, 30 September, 2025

What if retirement isn’t the finish line, but a new beginning? In this episode, John Blanchard unpacks the evolving landscape of retirement planning, diving into strategies that prioritize tax efficiency, smart investing, and personal fulfillment. From relocating to tax-friendly states to making the most of year-end planning, the conversation offers practical insights for navigating financial decisions with confidence. They also explore the rising trend of “unretirement” here, where retirees return to work not out of necessity, but purpose. Whether you're nearing retirement or just starting to plan, this episode offers a thoughtful look at how to shape a future that fits your life. Let's dig deeper into this conversation. Get a second opinion on your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today! See omnystudio.com/listener for privacy information.