John Scallan and Jordan Scallan of Cypress Financial discuss focusing on a mid-year portfolio checkup and the importance of asset allocation. They talk about the different phases of financial life (accumulation and distribution) and the need to adjust risk accordingly. The conversation also explores avenues for guaranteed income in retirement, such as annuities. They touch on the age and time horizon considerations for de-risking a portfolio. Lastly, John and Jordan address the potential reduction of Social Security benefits and strategies to guard against it. For more information, please visit <a href="https://cypressfinancial.net/">www.CypressFinancial.net</a>!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

The Role of After-Tax Savings

At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, our podcast helps address the concerns you may have about your financial future, such as

Will I be able to retire early?
How much money will I need to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I best position my investments?
What kind of insurance might I need?
How can my children get the most out of my estate?
What do I need to know about wills, trusts, and probate?

Learn more about our practice: https://cypressfinancial.net/about/