The Retirement Mistake You Don’t Know You’re Making The Retirement Roux podcast

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The Retirement Mistake You Don’t Know You’re Making

3d ago 21:21

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When the market dips, do you panic or plan? In this episode of The Retirement Room, John Blanchard breaks down why emotional investing can sabotage your 401(k), how to structure your retirement buckets for resilience, and why Roth conversions during downturns might be your smartest move. From tax-efficient strategies to avoiding costly annuity traps, this episode is packed with insights for anyone nearing or navigating retirement. Learn how to protect your income, manage volatility, and make smarter decisions with your money—no steak dinner sales pitch required.

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!

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Chapters

1. Seg 1 (00:00:00)

2. Marker 09 (00:00:05)

3. Marker 08 (00:00:07)

4. Marker 12 (00:23:26)

87 episodes

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