Why do so many 401(k)s fall short of expectations—and what can you do about it? In this episode of Retirement Roux, John Blanchard breaks down the hidden pitfalls of retirement planning, from underperforming accounts to overlooked tax strategies. He explores how setting clear financial goals and building a structured action plan can help align your retirement strategy with your aspirations. Whether you're just starting or nearing retirement, this conversation offers a grounded look at how to think critically about your financial future—without the fluff.

Let's dig deeper into this conversation. Get a second opinion on your current retirement plan or tax strategy by contacting Matthew James Tax and Wealth Management today!

 

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