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Proactive Maintenance for Retirement Portfolios

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Manage episode 432811745 series 3561311
Content provided by The Impact Partnership and John Blanchard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Impact Partnership and John Blanchard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

John Blanchard highlights the significance of proactive management for retirement portfolios. He recommends routinely evaluating investment risks, adjusting portfolios, and utilizing tax strategies such as Roth account conversions. Additionally, he underscores the importance of categorizing assets into various buckets according to immediate and future needs, along with risk tolerance.

Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Seg 1 (00:00:00)

2. Marker 09 (00:00:05)

3. Marker 08 (00:00:07)

53 episodes

Artwork
iconShare
 
Manage episode 432811745 series 3561311
Content provided by The Impact Partnership and John Blanchard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Impact Partnership and John Blanchard or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

John Blanchard highlights the significance of proactive management for retirement portfolios. He recommends routinely evaluating investment risks, adjusting portfolios, and utilizing tax strategies such as Roth account conversions. Additionally, he underscores the importance of categorizing assets into various buckets according to immediate and future needs, along with risk tolerance.

Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Seg 1 (00:00:00)

2. Marker 09 (00:00:05)

3. Marker 08 (00:00:07)

53 episodes

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