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Retirement Planning: Why Five Years Out Matters Most
What if one dollar could cost you thousands in retirement? In this episode of Retirement Roundtable, John Scallan tackles the emotional side of financial planning and the real risks retirees face—from Social Security cuts to the hidden Medicare surcharge known as IRMAA. He breaks down urgent tax-saving opportunities for those aged 60–63 and explains why planning five years ahead can make all the difference. If you're nearing retirement, this episode is a must-listen.
For more information, please visit www.CypressFinancial.net!
Follow us on social media: Facebook
See omnystudio.com/listener for privacy information.
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By Cypress FinancialWhat if one dollar could cost you thousands in retirement? In this episode of Retirement Roundtable, John Scallan tackles the emotional side of financial planning and the real risks retirees face—from Social Security cuts to the hidden Medicare surcharge known as IRMAA. He breaks down urgent tax-saving opportunities for those aged 60–63 and explains why planning five years ahead can make all the difference. If you're nearing retirement, this episode is a must-listen.
For more information, please visit www.CypressFinancial.net!
Follow us on social media: Facebook
See omnystudio.com/listener for privacy information.