Is DIY retirement planning putting your future at risk? This episode explores the pitfalls of going it alone, the realities of annuities and CDs, and why liquidity matters for financial security. Host John Scallan breaks down how market changes, surrender charges, and tax strategies can impact your nest egg. Learn why a second opinion and understanding tax deferral could make all the difference in building a stress-free retirement. For more information, please visit www.CypressFinancial.net! Follow us on social media: FacebookSee omnystudio.com/listener for privacy information.

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