Retirement RoundtableRetirement Roundtable
At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate co…What happens when a pink slip arrives just as retirement is within reach? This episode with John Scallan explores the financial and emotional impact of layoffs and why quick decisions—like cashing out a 401(k)—can carry lasting consequences. The conversation highlights how to assess your financial runway, avoid panic-driven mistakes, and understand lesser-known risks like missed growth opportunities. It also breaks down key retirement milestones—from age 50 to 73—that can shape critical decisions. Through real-world examples, the discussion emphasizes preparation, timing, and having guidance when life’s biggest moments collide with your financial plan.
For more information, please visit www.CypressFinancial.net!
Follow us on social media: Facebook
In 1 playlist(s)
Retirement Roundtable
At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. A…Social links
Follow podcast
Recent clips
Should You Buy the Hottest IPO of the Year?
23:05
The Ages That Can Make or Break Retirement
09:35
Spring Cleaning Your Financial Life
20:44