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Building a Holistic Retirement Plan
Manage episode 425580443 series 3561311
Innehåll tillhandahållet av The Impact Partnership and John Blanchard. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av The Impact Partnership and John Blanchard eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
John Blanchard talks about the need for a holistic retirement strategy that includes tax efficiency, distribution strategies, asset allocation, risk control, healthcare, and estate planning. John offers an explanation on early retirement issues like health coverage and penalty-free fund access. Plus, he offers thoughts on target date funds, gold's portfolio value, and Social Security's future stability.
Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!
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Kapitel
1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
68 episoder
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