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. 6일 전

    The Hidden Risks of Inheriting Money

    Trillions are changing hands—and many families aren’t ready. John Scallan discusses the emotional and tax realities of inheritance, common mistakes after receiving money, and why working longer can be a strategic advantage. From “Lamborghini fever” to tax traps, this episode explores how wealth transfer decisions ripple across generations. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    23분

  2. 2월 17일

    Couples, Social Security, and Financial Tension

    What happens when one spouse is ready to retire and the other isn’t? John Scallan breaks down the financial and emotional tension couples face around retirement timing, Social Security decisions, and income planning. The discussion emphasizes phased retirement strategies, planning beyond averages, and using math—not emotion—to guide long-term decisions. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    25분

  3. 2월 10일

    Is Your Retirement Number Totally Wrong?

    What if the number you think you need for retirement… isn’t the number you actually need? In this episode, John Scallan reveals why “your number” is personal—and why most people are far closer to financial stability than they realize. He breaks down Gallup’s surprising findings, shares real-life stories from families across the Gulf Coast, and explains how proper planning turns doubt into confidence. From income analysis to emergency‑fund strategies and retirement stress‑testing, John shows how clarity replaces fear when you finally run the math. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    22분

  4. 2월 3일

    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.

    20분

  5. 1월 27일

    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.

    22분

  6. 1월 20일

    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.

    20분

  7. 1월 13일

    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.

    24분

  8. 1월 6일

    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.

    23분
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소개

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/

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  • 제작진
    Cypress Financial
  • 방송 연도
    2024년 - 2026년
  • 에피소드
    68
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    © 2026 Cypress Financial 2024
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    Retirement Roundtable