Retirement Roundtable

Cypress Financial
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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/

  1. 3D AGO

    Is the American Dream Really Still Alive?

    Is the American dream still alive? John Scallan believes it is — and he explains why in this heartfelt conversation about hope, history, and financial stewardship. He opens up about guiding families through noise, uncertainty, and life‑changing decisions, drawing from personal experiences that shaped his passion for financial planning. From cutting through fear to designing flexible retirement strategies, John shares how one smart choice can change a family’s entire future. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    20 min

  2. JAN 27

    Three Retirement Traps That Catch Everyone Off Guard

    Could forgotten accounts cost you tens of thousands? John Scallan exposes the hidden traps of “orphan” 401(k)s, early retirement pitfalls, and the real risks most people overlook. With stories of misplaced accounts, unnecessary fees, and costly timing decisions, this episode shows how consolidating, planning, and understanding access rules can protect your income and future. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    22 min

  3. JAN 20

    Four Pillars of Preservation: Balance, Liquidity, Purpose, Review

    Volatility isn’t just annoying in retirement—it’s the arch enemy. John Scallan explains sequence‑of‑returns risk, then lays out four pillars: balance risk vs. conservative money, maintain real liquidity, give every dollar a job, and review regularly. Learn how to check objective capacity and emotional tolerance for risk, and why cash buffers prevent “selling low” when markets stumble. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    20 min

  4. JAN 13

    Tax Changes, Tough Choices, and the Debt Dilemma

    What if your mortgage rate could make or break your retirement? This episode of The Retirement Roundtable with John Scallan dives into the real impact of debt on your financial future, exploring how new tax laws, catch-up contributions, and the true cost of living shape your retirement strategy. Hear stories of couples facing tough decisions, learn why not all debt is created equal, and discover how a clear plan can turn confusion into confidence. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    24 min

  5. JAN 6

    Beyond Resolutions: The Real Steps to Financial Security in 2026

    Are you truly ready for the unexpected twists that 2026 could bring to your retirement journey? In this episode, John Scallan reveals why setting real goals—rather than empty resolutions—can transform your financial future. Discover the essentials of income planning, risk management, and preparing for life’s surprises, from market downturns to personal milestones. Plus, learn how a second opinion and educational seminars can help you make informed decisions for lasting financial security. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    23 min

  6. JAN 1

    From Stage Lights to Christmas Nights with Trisha Yearwood (Bonus Episode)

    Step inside Trisha Yearwood’s world as she opens up about music, family, and the stories behind her new Christmas album Christmastime. In this intimate conversation with Cypress Financial's John Scallan, Trisha reflects on her journey from shy performer to beloved entertainer, the business lessons that shaped her career, and the traditions that make the holidays special. From New Orleans stages to decorating the tree with her own songs, she shares moments filled with warmth, humor, and authenticity. A cozy, heartfelt bonus episode perfect for the season. To purchase Trisha's latest album, visit www.TrishaYearwood.com! For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    9 min

  7. JAN 1

    Trisha Yearwood Talks Money, Family, and Holiday Magic

    Can you really retire on investment income alone? This episode of The Retirement Roundtable with John Scallan breaks down real-life strategies for building sustainable income, managing risk, and making smart decisions as you approach retirement. Hear how personalized planning beats cookie-cutter rules, plus an exclusive interview with Trisha Yearwood on financial literacy, family, and navigating the business side of music. To purchase Trisha's latest album, visit www.TrishaYearwood.com! For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    23 min

  8. 12/16/2025

    What If Your Social Security Check Shrinks Overnight?

    Imagine waking up on your 67th birthday only to find your Social Security check suddenly slashed. In this episode, John Scallan breaks down why relying on a single income source can put retirees at risk and explains how strategic planning, diversification, and smart rebalancing help protect your future. From the realities of market volatility to the pitfalls of sequence‑of‑returns risk, John lays out clear, practical steps adults near or in retirement can take to build confidence and stability in uncertain times. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    19 min
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About

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/

Information

  • Creator
    Cypress Financial
  • Years Active
    2024 - 2026
  • Episodes
    65
  • Rating
    Clean
  • Copyright
    © 2026 Cypress Financial 2024
  • Show Website
    Retirement Roundtable