Smart Tax Talk with John Blanchard cover art

All Episodes

Smart Tax Talk with John Blanchard — 107 episodes

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Title
1

The Hidden Signals That Tell You an Advisor Isn’t Right

2

Beyond the Numbers: The Overlooked Side of Retirement Planning

3

Asset organization and tax-efficient strategies

4

Filed Your Taxes? Here’s Why the Real Planning Starts Now

5

The Retirement Tax Surprise Most People Never See Coming

6

Building Financial Resilience Without Chasing Headlines

7

Are You Financially Ready for What the Market Doesn’t See Coming?

8

Smart Tax Talk w/ John Blanchard

9

Tax Moves, Market Shifts, and the New Retirement Mindset

10

Retirement Isn’t Just About You

11

Retirement Isn’t a Deadline—It’s a Design

12

Delaying retirement can have financial benefits but also costs in terms of time

13

Planning for a Life You Actually Want After Work

14

Understanding 401k Performance and Fees

15

The Truth About Annuities and Retirement Planning

16

Why DIY Taxes Could Derail Your Retirement

17

What Your Retirement Plan Maybe Missing

18

The Retirement Crisis No One’s Talking About—Until Now

19

From Paycheck to Purpose: Your Urgent Retirement Wake-Up Call

20

Your Golden Years Are at Risk—Here’s How to Protect Them

21

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

22

Retirement Fears Are Real—Here’s How to Beat Them

23

Organizing your assets for retirement

24

Logical Investing, Not Emotional Investing

25

What do you want to retire to?

26

Understanding Good Debt vs. Bad Debt

27

Revisiting the 4% Rule in Retirement

28

Baby Boomers are facing unique challenges as they retire

29

Understanding Roth Conversions

30

Tax Efficiency in Retirement Planning

31

Is Your 401k a Risky Tech Fund?

32

Navigating Inherited IRAs, Market Volatility, and Debt Management

33

Utilizing tax strategies to minimize tax liabilities.

34

Tax efficiency is crucial for retirement income

35

Tactical vs. Emotional Investment Strategies

36

Retirement Strategies for Every Saver

37

The Importance of Income Planning in Retirement

38

Impact of the Windfall Elimination Provision

39

The Importance of Family Financial Conversations

40

The Financial Landscape Post-Election

41

Planning for Longevity: Strategies for a Century Life

42

How procrastination can lead to financial and relational issues

43

Navigating Interest Rates in Retirement Planning

44

The Truth Behind America's Retirement Crisis

45

Financial nimbleness is key to adapting to market changes

46

Early Retirement: Is It Feasible?

47

Investing based on social media hype

48

The Hidden Costs of Retirement: Understanding Fees

49

Should you consider tax loss harvesting year-round?

50

Managing Tax Liability in Retirement Planning

51

Teaching Children about Money and Responsible Spending

52

Delaying retirement planning could be costly

53

The Downsides of Relying on Mutual Funds

54

Navigating Forced Early Retirement

55

Proactive Maintenance for Retirement Portfolios

56

Don't think you have to be stuck with a mutual fund

57

Building a Holistic Retirement Plan

58

Understanding Inflation and Market Trends

59

Navigating Early Retirement and Tax Code Changes

60

An Argument For Claiming Social Security Early

61

Cicadas and Retirement

62

The Good, Bad, And Ugly When It Comes to Fees in Retirement

63

What Number Should You Be Focusing On In Retirement?

64

Could IRAs And 401(K)S Become Extinct?

65

Is a Roth Conversion the Right Move for You?

66

The Impact of Working In Retirement

67

How Much Should You Have Saved For Your Retirement?

68

Tax Reduction In Retirement

69

The Importance Of Risk Reduction in Retirement

70

How Much Should You Withdraw From Your 401(k)?

71

What's The Financial Outlook For 2024?

72

How To Tackle Financial Resolutions

73

Are Roth Conversions Worth It In Retirement?

74

Short and Long Term Planning

75

Are Bonds Coming Back Into Favor?

76

The Importance of After-Tax Income

77

What To Do When You First Retire

78

What is "Funflation?"

79

What to Do With Your RMDs

80

If Not Now, Then When?

81

Retiring From The Market?

82

What To Do In A Flat Market

83

Predicting the Market (Or, Why You Can't)

84

Is 59 1/2 is the New 40?

85

Death and Taxes

86

The Social Security "Stealth" Tax

87

401(k) Mistakes

88

Should You Delay Your Retirement?

89

What Are Alternative Assets?

90

Does the 4% Rule Still Work?

91

Getting Back on Track In Retirement

92

Retirement Planning Versus Income Planning

93

Is Cash Still "Trash?"

94

The Value of a Second Opinion

95

Safeguarding Your Retirement Savings in the face of Potential Stagflation

96

What is Diversification?

97

Choosing the Right Advisor

98

The Sequence of Returns Risk

99

The Value of 401k Fees

100

The Truth About Roth Conversions

101

A Plan For *Not* Retiring

102

A Tax Free Retirement?

103

Personal Net Worth

104

Does Your Credit Score Matter In Retirement?

105

Fantasy Football and Retirement

106

Are Annuities Right For... Anyone?

107

Why Have a Plan?