Old Wall Street rules, retirement myths, and tax assumptions are put under the microscope in this wide-ranging conversation. The discussion explores why “sell in May” no longer fits modern markets, how outdated portfolio models can create hidden risk, and why a one-size-fits-all approach often falls short. Attention turns to organizing retirement assets by purpose, managing liquidity, and understanding how taxes, required distributions, and family circumstances intersect over time. The episode also examines the evolving role of the 401(k), common planning blind spots, and how Roth conversions fit into long-term tax strategy, while emphasizing that personal context, not headlines or hype, drives smarter financial decisions

 

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

See omnystudio.com/listener for privacy information.