Retirement Roundtable

Vacation vs. Retirement: Are You Planning Backwards?


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What if your retirement plan got less attention than your vacation itinerary? In this episode, John Scallan challenges listeners to rethink their financial priorities, offering insights on bond risks, Social Security uncertainty, and the value of a second opinion. From short-term bond strategies to advisor red flags, the conversation is packed with practical advice for building a flexible, responsive retirement plan. Whether you're 30 or 60, it's never too early—or too late—to start planning for the next chapter.

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Retirement RoundtableBy Cypress Financial