RMDs, Roths, and Resilience: Navigating Sudden Change

18/11/2025 23 min
RMDs, Roths, and Resilience: Navigating Sudden Change

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Episode Synopsis

What happens when your retirement timeline is suddenly rewritten by a layoff? This episode with John Scallan tackles the emotional and financial impact of unexpected job loss near retirement, offering practical strategies for bridging income gaps, managing healthcare costs, and making smart moves with RMDs and Roth conversions. Discover how to build a resilient plan and redefine your next chapter with confidence. For more information, please visit www.CypressFinancial.net! Follow us on social media: FacebookSee omnystudio.com/listener for privacy information.