Decoding Financial Advisors: Who Do You Need?

08/07/2025 18 min
Decoding Financial Advisors: Who Do You Need?

Listen "Decoding Financial Advisors: Who Do You Need?"

Episode Synopsis

This week on The Retirement Roundtable, John Scallan discusses the various roles of financial advisors, including wealth managers and income planners, and emphasizes the importance of income in retirement. He addresses common misconceptions about retirement savings targets, the complexities of taxes in retirement, and highlights frequent mistakes people make in their retirement planning. The conversation also touches on the management of debt as individuals approach retirement, advocating for personalized planning to ensure financial security. For more information, please visit www.CypressFinancial.net! Follow us on social media: FacebookSee omnystudio.com/listener for privacy information.