Retirement RoundtableRetirement Roundtable
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The Difference Between Financial Advice and Self-Management

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What if winning the lottery or retiring early isn’t the answer you think it is? This episode with John Scallan explores the realities behind sudden wealth, risk tolerance, and the difference between financial advice and self-management. Discover why purpose matters as much as money, and how asking the right questions can shape your retirement journey.

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Retirement Roundtable

At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. A 
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