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Diversified or Duped? The Overlap Trap in Your 401(k)

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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 co 
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Are hidden “termites” quietly eating away at your retirement savings? This episode of the Retirement Roundtable exposes the fees you don’t see, the dangers of overlapping investments, and why a second opinion could be your best financial move. John Scallan explains how debt, diversification, and advisor red flags can make or break your retirement plan. Learn how to spot costly mistakes, understand what you really own, and take control of your financial future—before it’s too late.

For more information, please visit www.CypressFinancial.net!

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Retirement Roundtable

At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. A 
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