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. -6 ДН.

    Starting Retirement Planning Later Than Expected

    Starting late doesn’t mean starting over—but it changes the conversation. John Scallan discusses what happens when people get serious about retirement later in life, how stress testing uncovers blind spots, and why healthcare costs rarely get enough attention. Realistic planning, flexibility, and long-term care considerations shape much of the discussion. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    16 мин.

  2. 14 АПР.

    Why Overreacting Can Be the Real Risk

    Big headlines often lead to bigger financial mistakes. This episode with John Scallan focuses on how reacting to market noise—especially during geopolitical events—can derail well-constructed plans. The discussion emphasizes discipline, preparedness, and understanding time horizons instead of reacting emotionally. It’s a reminder that short-term chaos doesn’t automatically mean long-term damage. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    17 мин.

  3. 7 АПР.

    Why Singles and Doubles Win in Retirement

    What if retirement planning followed the rules of baseball instead of chasing home runs? This episode with John Scallan uses America’s pastime to explain why consistency matters more than big swings as retirement approaches. Through relatable examples, the discussion shows how income, conservative growth, and disciplined risk management help protect savings when paychecks stop. The conversation also walks through what to expect in a first retirement meeting and why clarity—not complexity—builds confidence before and after retirement. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    21 мин.

  4. 31 МАР.

    Who Really Owns Your Retirement Money?

    Is your retirement money really yours? This episode with John Scallan explores taxes, required distributions, and how rules shape retirement income. Using timely examples, the discussion focuses on control, tax exposure, and how planning decisions affect what families ultimately keep. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    22 мин.

  5. 24 МАР.

    When Independence Meets Retirement Risk

    Freedom sounds great—until loneliness and financial isolation quietly reshape retirement decisions. This episode with John Scallan explores the growing rise of solo retirees and the hidden risks that come with independence. Using recent AARP data, the conversation digs into how living alone impacts income planning, healthcare costs, decision-making, and long-term security. The discussion highlights why going it alone financially can create blind spots—and how structure, accountability, and professional guidance can help solo retirees protect both their independence and their future. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    10 мин.

  6. 17 МАР.

    When Hope Isn’t a Strategy

    What changes when your paycheck stops but life keeps going? This episode with John Scallan breaks down why retirement investing requires a different mindset than accumulation years, especially during market volatility and geopolitical uncertainty. The discussion covers income protection, risk management, and stress-testing a plan for inflation and unexpected events—shifting the focus from hope to preparation. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    23 мин.

  7. 10 МАР.

    Retirement Myths That Refuse to Die

    Retirement myths persist because they feel safe—even when they’re wrong. This discussion with John Scallan explores assumptions around Social Security, working longer, and spending patterns, while highlighting how small misunderstandings compound into big planning gaps. The conversation emphasizes replacing belief-based decisions with informed tradeoffs. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    22 мин.

  8. 3 МАР.

    The Most Overlooked Phase of Retirement Planning

    You spent decades saving—so why does turning savings into income feel so uncertain? John Scallan breaks down the often‑ignored shift from accumulation to distribution and why automatic withdrawals can quietly erode a plan. The episode explores sequencing risk, taxes, guaranteed income, and why income planning requires a different mindset than saving. It’s a clear look at what happens after retirement day and why strategy matters more once the paycheck stops. For more information, please visit www.CypressFinancial.net! Follow us on social media: Facebook See omnystudio.com/listener for privacy information.

    14 мин.
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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/

Информация

  • Автор
    Cypress Financial
  • Годы выхода
    2024 - 2026
  • Выпуски
    76
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 Cypress Financial 2024
  • Сайт подкаста
    Retirement Roundtable