In this episode of The Retirement Roundtable, John Scallan discusses the importance of understanding Social Security benefits, the need for personalized financial planning, and the intricacies of managing 401(k) investments. He emphasizes the role of technology in financial advisory services while highlighting the limitations of robo-advisors. The conversation also covers the specifics of Roth IRA conversions and the potential pitfalls of DIY financial strategies.

For more information, please visit www.CypressFinancial.net!

Follow us on social media: Facebook

See omnystudio.com/listener for privacy information.