Retirement Roundtable

About Retirement Roundtable

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/ (https://cypressfinancial.net/about/)

Publisher

Cypress Financial

Category

business · education

Language

en

Explicit

No

First episode

22 Jul 2024

Latest episode

3 Nov 2026

Latest episodes

114 episodes in the feed.

1. 

   3 Nov 2026

   What Does “One More Year” at Work Really Cost You?

   Could “just one more year” at work cost more than you think? John Scallan explores the financial and personal tradeoffs of delaying retirement, including what another year of work actually adds to a plan and what it takes away from the active years ahead. He also discusses the widow tax, Social Security survivor income, market timing, emergency reserves, and creating a retirement roadmap that accounts for both spouses. Ultimately, retirement planning isn't only about leaving work. It's about knowing what you're retiring to. For more information, please visit www.CypressFinancial.net (https://www.CypressFinancial.net)! Follow us on social media: Facebook (https://www.facebook.com/CypressFinancial/) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

2. 

   27 Oct 2026

   What Could a Second Opinion Reveal About Your Plan?

   Your retirement balance is not automatically a retirement paycheck. John Scallan explains how year-end contribution opportunities, proactive tax planning, Social Security timing, withdrawal order, and market risk can affect monthly retirement income. Drawing on lessons about discipline and coaching, he also discusses why spending habits matter as much as earnings and how a financial second opinion can uncover gaps between an existing plan and the life it is meant to support. For more information, please visit www.CypressFinancial.net (https://www.CypressFinancial.net)! Follow us on social media: Facebook (https://www.facebook.com/CypressFinancial/) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

3. 

   20 Oct 2026

   Has Your Retirement Strategy Gone Out of Date?

   Some retirement strategies can age faster than we realize. John Scallan examines whether downsizing is really a real estate decision or a broader retirement decision, why target-date funds may not reflect an individual retiree’s circumstances, and what higher interest rates could mean for bonds, CDs, money markets, and fixed annuities. He also addresses a question that weighs on many adults approaching retirement: how do you know whether you have enough? For more information, please visit www.CypressFinancial.net (https://www.CypressFinancial.net)! Follow us on social media: Facebook (https://www.facebook.com/CypressFinancial/) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.

Podcast Authority Score: 45 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

89

Social presence

0

YouTube

0

Engagement

0

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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