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Proactive Maintenance for Retirement Portfolios
Manage episode 432811745 series 3561311
Innhold levert av The Impact Partnership and John Blanchard. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Impact Partnership and John Blanchard eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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/.
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1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
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