Retirement Roundtable

What’s more uncomfortable—talking about family finances or losing half your inheritance to taxes? In this episode, John Scallan tackles the largest wealth transfer in U.S. history, the truth about So…

What if your retirement plan got less attention than your vacation itinerary? In this episode, John Scallan challenges listeners to rethink their financial priorities, offering insights on bond risks…

What if living too long became your biggest financial fear? In this episode of the Retirement Roundtable, John Scallan breaks down three powerful tools to turn your savings into lifetime income—no ma…

What if one dollar could cost you thousands in retirement? In this episode of Retirement Roundtable, John Scallan tackles the emotional side of financial planning and the real risks retirees face—fro…

Think you’ve got time to plan for retirement? Think again. In this episode, John Scallan breaks down how procrastination, hidden 401(k) fees, and misunderstood annuities can quietly sabotage your fin…

What if outdated fears are keeping you from the best retirement tools available today? In this episode, John Scallan breaks down the evolution of annuities, the role of index funds, and why guarantee…

Can timing the market really beat a smart plan? In this episode, John Scallan breaks down why chasing perfect moments can cost you—and how strategic models can protect your retirement. From Roth conv…

What if your biggest retirement mistake was trying to time the market? In this episode, John Scallan of Cypress Financial breaks down why emotional investing can cost you—and how strategic planning c…

What’s worse than running out of money in retirement? Regretting the life you didn’t live. In this episode, John Scallan explores how to balance smart saving with guilt-free spending—so you don’t end…

This week on The Retirement Roundtable, John Scallan discusses the critical importance of planning for retirement, emphasizing that many people spend more time planning vacations than their financial…

This week on The Retirement Roundtable, John Scallan discusses the various roles of financial advisors, including wealth managers and income planners, and emphasizes the importance of income in retir…

In this episode of The Retirement Round Table, John Scallan discusses various aspects of retirement planning, including the importance of stress testing financial portfolios, navigating market volati…

In this episode of The Retirement Roundtable, John Scallan discusses the various fears that individuals face as they approach and navigate retirement. The conversation covers the fear of running out …

This week, John Scallan discusses critical aspects of retirement planning, including the implications of Roth conversions, the importance of understanding Social Security benefits, and the necessity …

In this episode of The Retirement Roundtable, John Scallan discusses the various roles of financial advisors, the importance of income in retirement, and the misconceptions surrounding annuities. He …

This week, John Scallan discusses the current market volatility and its implications for retirement planning. He emphasizes the importance of having a robust retirement plan that can withstand econom…

In this episode of The Retirement Round Table, John Scallan discusses the nuanced differences between being rich and being wealthy, emphasizing the emotional aspects of financial well-being. He explo…

In this episode of The Retirement Round Table, John Scallan discusses the critical role of income in retirement, particularly through annuities. He addresses common misconceptions about annuities, em…

This week, John Scallan discusses the current state of the economy, market volatility, and its implications for retirement planning. He emphasizes the importance of having a solid retirement plan tha…

This week, John Scallan discusses the current state of the bond market and its implications for retirement savers. He emphasizes the importance of understanding the risks associated with bonds, espec…