This week, John Scallan discusses critical aspects of retirement planning, including the implications of Roth conversions, the importance of understanding Social Security benefits, and the necessity of mid-year portfolio reviews. He emphasizes the urgency of making informed financial decisions amidst changing tax laws and the impact of hidden investment fees on long-term wealth accumulation. The conversation provides actionable insights for listeners to optimize their retirement strategies and avoid common pitfalls driven by fear and misinformation. For more information, please visit www.CypressFinancial.net! Follow us on social media: FacebookSee omnystudio.com/listener for privacy information.

Ver todos los episodios