Navigating the World of Financial Advisors

10/06/2025 23 min
Navigating the World of Financial Advisors

Listen "Navigating the World of Financial Advisors"

Episode Synopsis

In this episode of The Retirement Roundtable, John Scallan discusses the various roles of financial advisors, the importance of income in retirement, and the misconceptions surrounding annuities. He emphasizes that retirement planning is not just about hitting a target savings number but about creating a personalized income strategy. The conversation also covers the impact of taxes on retirement income, common mistakes in retirement planning, and the management of debt as one approaches retirement. John encourages listeners to seek financial advice tailored to their unique situations. For more information, please visit www.CypressFinancial.net! Follow us on social media: FacebookSee omnystudio.com/listener for privacy information.