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Planning for Longevity: Strategies for a Century Life
Manage episode 450942322 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 discusses essential strategies for retirement planning, focusing on longevity, tax efficiency, and understanding financial products like annuities. He emphasizes the importance of organizing assets into buckets for different time horizons, deferring income to optimize tax savings, and adapting to market changes, particularly interest rate fluctuations. The discussion also highlights the need for careful consideration of annuities and the potential pitfalls associated with them, urging listeners to seek professional guidance for tailored financial strategies.
Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.
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