Retirement Roundtable

Navigating the World of Financial Advisors


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In this episode of The Retirement Roundtable, John Scallan discusses the various roles of financial advisors, the importance of income in retirement, and the misconceptions surrounding annuities. He emphasizes that retirement planning is not just about hitting a target savings number but about creating a personalized income strategy. The conversation also covers the impact of taxes on retirement income, common mistakes in retirement planning, and the management of debt as one approaches retirement. John encourages listeners to seek financial advice tailored to their unique situations.

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Retirement RoundtableBy Cypress Financial