Retirement Roundtable
Retirement Roundtable
Cypress Financial
Creating an Action Plan for Financial Goals
18 minutes Posted Jul 30, 2024 at 8:00 am.
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This week on The Retirement Roundtable, John and Jordan Scallan discuss concerns about the economy and the markets, the impact of political events on the markets, the importance of managing emotions in financial decision-making, the recent cyber security glitch and its implications, the process of creating an action plan for financial goals, the value of seeking a second opinion on financial plans, and the importance of communication and asking the right questions in financial consultations.

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