Retirement Roundtable

Grey Divorce & the Million-Dollar 401(k): What’s at Stake?


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What happens when retirement planning collides with the complexities of “grey divorce” and legacy concerns? This episode with John Scallan dives into real-life stories, including a surprising call from an ex-spouse worried about a seven-figure 401(k), and explores how couples—and families—navigate risk, income, and communication in retirement. Discover strategies for aligning financial goals, managing debt, and building a legacy that lasts beyond the numbers.

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Retirement RoundtableBy Cypress Financial