Your Retirement with David Meche

David Meche and Kevin Blanchard discuss various topics related to retirement planning and changing financial advisors. They also touch on the recent shooting at a Donald Trump rally and the importance of communication with clients. The conversation concludes with a discussion on the decision to retire early and the considerations that need to be taken into account, such as healthcare coverage. Rea...

David Meche and Kevin Blanchard discuss the topic of artificial intelligence (AI) and its role in financial planning. They highlight the limitations of AI in providing personalized advice and building trust with clients. They also introduce MarketGuard, a proprietary tool they use to reduce volatility and protect clients' investments. The conversation then shifts to the current state of the stock...

In this conversation, David Mesh and Kevin Blanchard discuss what to look for in a financial advisor, as well as the importance of starting retirement planning early. They also highlight the need for a holistic approach to retirement planning, including estate planning and tax considerations. The conversation emphasizes the importance of finding a fiduciary advisor who puts the client's needs firs...

In this conversation, Kevin Blanchard discusses the current state of the stock market and the rise of 401k millionaires. He explores the options available to individuals who have reached this milestone and suggests considering taking profits and diversifying investments. Kevin also highlights the importance of having a well-designed portfolio strategy, such as MarketGuard, that can determine the r...

David Meche and Kevin Blanchard discuss the Trump tax cuts and the potential expiration of the tax cuts and jobs act in 2025. They explore the option of Roth conversions and the potential for Congress to start taxing Roths in the future. They also discuss the importance of tax planning and mitigating taxes in retirement. The conversation then shifts to the coming problem with Social Security and t...

David Meche and Kevin Blanchard discuss the importance of having a proactive investment strategy and introduce Market Guard, a proprietary portfolio management strategy. They emphasize the need for a plan that can adapt to market changes and protect against volatility. They also highlight the benefits of Market Guard, including intelligent algorithms and a team of experts who monitor clients' port...

David and Kevin share personal stories and insights about retirement, inspired by their fathers. They emphasize the importance of enjoying retirement and being financially prepared. They also discuss the challenges retirees may face and provide advice on financial planning and decision-making. Ready to connect with David and Kevin?  Visit Meche & Associates today! See omnystudio.com/listener f...

This conversation with David and Kevin centers on the amount of money needed for retirement. They also touch on the potential traps and challenges of retirement. David and Kevin also talk about the impact of Social Security and the significance of guaranteed income sources. Ready to connect with David and Kevin?  Visit Meche & Associates today! See omnystudio.com/listener for privacy informati...

The conversation starts with a discussion on the performance of different asset classes, highlighting the benefits of cash. The conversation then transitions to the importance of having a plan for retirement and the potential risks of not having one. The hosts also discuss the stages of retirement and the need for a comprehensive retirement income analysis. The conversation concludes with a mentio...

In this conversation, David Mesh and Kevin Blanchard discuss what to look for in a financial advisor, as well as the importance of starting retirement planning early. They also highlight the need for a holistic approach to retirement planning, including estate planning and tax considerations. The conversation emphasizes the importance of finding a fiduciary advisor who puts the client's needs firs...

Has the age of retirement changed from 65 to 75? David Meche and Kevin Blanchard discuss a recent study that says more people are working longer than ever before and what is causing this change. They also how to figure out the amount of risk in your portfolio.  See omnystudio.com/listener for privacy information.

Has the government put an expiration date on the 401(K) plan? David Meche and Kevin Blanchard discuss recent articles saying a change could be coming to retirement plans. They also talk about removing your emotions from a financial plan and outdated rules of retirement.  See omnystudio.com/listener for privacy information.

What percentage of your retirement savings should you spend each year to make it last as long as you do? David Meche and Kevin Blanchard discuss if there is a magic number for spending your portfolio. They also talk about paying out of pocket medical expenses as well as the options that may be available to you and your family.  See omnystudio.com/listener for privacy information.

Contributing to a 401(K) in your working years may seem easy, but there may be a problem you will face once that ends. Kevin Blanchard discusses the importance of creating income in retirement. He also talks about Shaq and why you should surround yourself with people who are smarter than you.  See omnystudio.com/listener for privacy information.

Multiple major companies have announced future layoffs that some believe could send the economy into a recession, but what does that mean for your retirement future and better yet, are they right? David Meche and Kevin Blanchard discuss their thoughts on the financial direction of the economy and share ways to build protection inside of your portfolio.  See omnystudio.com/listener for privacy info...

What affect does a Presidential Election have on your retirement savings? David Meche and Kevin Blanchard discuss past election to see what kind of trends they most commonly see in election years. They also talk about social security and tying it to the stock market.  See omnystudio.com/listener for privacy information.

Would you fly in an airplane with no pilot? Would you let computer control your retirement portfolio? David Meche and Kevin Blanchard discuss the problems that could occur if you don't take control of your financial future.  See omnystudio.com/listener for privacy information.

What can we learn from Nick Saban's retirement? Kevin Blanchard discusses how you can find out when it's the right time to retire. He also talks about the real Wolf of Wall Street saying it's impossible to predict the market and when is it the right time to bring your kids into a meeting with your financial advisor.  See omnystudio.com/listener for privacy information.

What is defense in retirement and how do you make it a part of your financial plan? David Meche and Kevin Blanchard discuss how to implement defense into your portfolio and why is this important to a retirement plan. They also talk about why you should ask for help from a financial advisor.   See omnystudio.com/listener for privacy information.

Why have annuities become more popular in retirement plans? Kevin Blanchard of Meche and Associates discusses how annuities have changed over the years and how they can be used as a tool in your portfolio. He also talks about creating financial confidence and long-term healthcare.  See omnystudio.com/listener for privacy information.

Should politics play a role in your retirement? David Meche and Kevin Blanchard discuss the reaction of the market in an election year and how to separate your political beliefs from your wallet. They also talk about lowering your RMD's in retirement and the secrets to living a long life.  See omnystudio.com/listener for privacy information.

Have you started creating financial habits for the future? Do you know which ones are better and which are worse for a retirement plan? David Meche and Kevin Blanchard discuss some of the pitfalls they have seen in plans. They also talk about having more options to invest in than stocks and bonds.  See omnystudio.com/listener for privacy information.

How much money should you put into an annuity in retirement? David Meche and Kevin Blanchard discuss how annuities have changed over time and the role they can play in a retirement portfolio. They also talk about strategies for withdrawing money from you retirement accounts.  See omnystudio.com/listener for privacy information.

Are you committing one of the most common blunders made in a retirement plan? How would you even know? David Meche and Kevin Blanchard breakdown some the issues they see the most often in clients portfolios. They also discuss the future rate hikes by the Fed and who is the best person to ask for financial advice.  See omnystudio.com/listener for privacy information.

How will future taxes affect your retirement? David Meche and Kevin Blanchard discuss how big of a priority taxes are when you're in or planning your retirement. They also talk about what you should do with a 401(K) from a previous employer and a celebrity who built an empire around being on vacation.  See omnystudio.com/listener for privacy information.