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About This Podcast
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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Recent Episodes
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Replaced Overnight: The True Cost of Waiting to Retire
What happens when a lifetime of hard work is replaced in a single day? This episode with John Scallan reveals the real cost of delaying retirement, the importance of planning for both legacy and…
DIY Retirement: Are You Missing Hidden Risks?
Is DIY retirement planning putting your future at risk? This episode explores the pitfalls of going it alone, the realities of annuities and CDs, and why liquidity matters for financial security.…
Spendophobia: Why Retirees Fear Their Own Money
Are you afraid to spend your own retirement savings? Nearly half of American retirees suffer from “spendophobia”—the fear of using the money they worked so hard to save. This episode with John…
RMDs, Roths, and Resilience: Navigating Sudden Change
What happens when your retirement timeline is suddenly rewritten by a layoff? This episode with John Scallan tackles the emotional and financial impact of unexpected job loss near retirement,…
Frequently Asked Questions
Retirement Roundtable has published 73 episodes since October 2024, covering topics in Business, Education.
Retirement Roundtable is currently highly active with new episodes weekly. Average episode length is 21m.
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