Retire With Ryan
If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
100 episodes • 0 archived •
E250
Social Security Survivor and Spousal Benefits Demystified, #250E250·
April 23
April 23
18 mins
E249
Six Tactical Moves for Navigating Down Markets, #249E249·
April 15
April 15
17 mins
E248
4 Strategies to Avoid Tax Tsunami When Working Beyond 73 Years OldE248·
April 8
April 8
21 mins
E247
Can Elon Musk and Doge Take Away My Social Security Benefit?E247·
April 1
April 1
12 mins
E246
FBI Warning On Suspicious Text MessagesE246·
March 25
March 25
14 mins
E245
4 Ways To Get More Money Into Your 401K PlanE245·
March 18
March 18
18 mins
E244
How Can I Protect My Portfolio From What’s Happening in Washington?E244·
March 11
March 11
17 mins
E243
When Can I Expect An Increase In My Social Benefit Increase Due To The Fairness Act?E243·
March 4
March 4
19 mins
Understanding Reverse Mortgages: Unlocking Home Equity for Retirement Income with Mitch Cooper
February 25
February 25
36 mins
E241
Navigating the 1031 Exchange with Eric Brecher, #241E241·
February 18
February 18
42 mins
E240
10 Penalty-Fee Withdrawal Options For Retirement PlansE240·
February 11
February 11
15 mins
E239
AI Stocks, Interest Rates, and Market Trends with Michael CollinsE239·
February 4
February 4
28 mins
E238
Getting Emergency Money From Your 401k, #238E238·
January 28
January 28
8 mins
E237
Health Insurance Options If You Retire Before Age 65E237·
January 21
January 21
16 mins
E236
How the Social Security Fairness Act Could Impact Your Retirement IncomeE236·
January 14
January 14
15 mins
E235
2025 Stock Market PredictionsE235·
January 7
January 7
19 mins
E234
Dissecting the Keys to Successful Investing with Larry SwedroeE234·
Dec 31, 2024
Dec 31, 2024
45 mins
E233
How Rich Were The McCallisters In Home Alone?E233·
Dec 24, 2024
Dec 24, 2024
22 mins
E232
When an Annuity Makes Sense: A Real-Life Example with Andy PankoE232·
Dec 17, 2024
Dec 17, 2024
27 mins
E231
Are Donor-Advised Funds A Smart Tax Move?E231·
Dec 10, 2024
Dec 10, 2024
16 mins
E230
11 Potential Tax Changes Under A Trump White HouseE230·
Dec 3, 2024
Dec 3, 2024
16 mins
E229
Mistakes To Avoid During Medicare Open Enrollment with Danielle Roberts, #229E229·
Nov 26, 2024
Nov 26, 2024
29 mins
E228
2025 Medicare IRMAA Surcharge UpdatesE228·
Nov 19, 2024
Nov 19, 2024
14 mins
E227
5 Overlooked Tax Benefits of 529 PlansE227·
Nov 12, 2024
Nov 12, 2024
16 mins
E226
Do Small-Cap Stocks Offer Greater Growth Potential Than Large-Cap Stocks?E226·
Nov 5, 2024
Nov 5, 2024
13 mins
E225
Will the Outcome of the Presidential Election Impact the Stock Market?E225·
Oct 29, 2024
Oct 29, 2024
15 mins
E224
7 Ways to Keep Your Estate from Landing in ProbateE224·
Oct 22, 2024
Oct 22, 2024
18 mins
E223
7 Steps To Protect Your Schwab Accounts From HackersE223·
Oct 15, 2024
Oct 15, 2024
16 mins
E222
Can I Do A Roth Conversion Before Age 59 ½? #222E222·
Oct 8, 2024
Oct 8, 2024
13 mins
E221
7 Year-End Tax Moves For Pre-Retirees, #221E221·
Oct 1, 2024
Oct 1, 2024
19 mins
E220
7 Year-End Tax Moves For RetireesE220·
Sep 24, 2024
Sep 24, 2024
17 mins
E219
How To Get More Retirement Income Using Retirement Guardrails with Matthew JarvisE219·
Sep 17, 2024
Sep 17, 2024
27 mins
E218
How Much Do I Need To Retire? #218E218·
Sep 10, 2024
Sep 10, 2024
12 mins
E217
Will Social Security Become Tax-Free?E217·
Sep 3, 2024
Sep 3, 2024
13 mins
E216
How Parents Can Best Manage Student Loans with Erik KrollE216·
Aug 27, 2024
Aug 27, 2024
28 mins
E215
Breaking Down The IRS's New Finalized Regulations On Inherited Retirement AccountsE215·
Aug 20, 2024
Aug 20, 2024
15 mins
E214
New NAR Rules Governing Real Estate Sellers and Buyers With Raquel FernandezE214·
Aug 13, 2024
Aug 13, 2024
32 mins
E213
Financial Steps To Take After A DivorceE213·
Aug 6, 2024
Aug 6, 2024
16 mins
E212
Financial Steps To Take During Divorce With Renée BauerE212·
Jul 30, 2024
Jul 30, 2024
32 mins
E211
Financial Steps To Take Before DivorceE211·
Jul 23, 2024
Jul 23, 2024
13 mins
E210
4 Ways To Get More Money Into Tax-Free Roth AccountsE210·
Jul 16, 2024
Jul 16, 2024
18 mins
E209
How To Earn More In Your Health Savings AccountE209·
Jul 9, 2024
Jul 9, 2024
16 mins
E208
Is Social Security Going Broke?E208·
Jul 2, 2024
Jul 2, 2024
15 mins
E207
Top Tax Mistakes to Avoid with Steven Jarvis, #207E207·
Jun 25, 2024
Jun 25, 2024
28 mins
E206
Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206E206·
Jun 18, 2024
Jun 18, 2024
24 mins
E205
How to Evaluate if Your Financial Advisor Is Delivering ValueE205·
Jun 12, 2024
Jun 12, 2024
22 mins
E204
What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4)E204·
Jun 5, 2024
Jun 5, 2024
28 mins
E203
How To Find and Hire a Fee Only Financial Advisor (Part 3)E203·
May 29, 2024
May 29, 2024
24 mins
E202
The 3 Types of Financial Advisors (Part 2)E202·
May 22, 2024
May 22, 2024
19 mins
E201
Financial Advisors: What Do They Do and Why Hire One (Part 1)E201·
May 15, 2024
May 15, 2024
19 mins
E200
IRS Update For Inherited IRAs and Roth IRAsE200·
May 8, 2024
May 8, 2024
16 mins
E199
5 Things To Know About Divorce and Social Security, #199E199·
May 1, 2024
May 1, 2024
18 mins
E198
Busting 10 Medicare MythsE198·
Apr 24, 2024
Apr 24, 2024
14 mins
E197
7 Tips To Protect Yourself From IRS ScammersE197·
Apr 17, 2024
Apr 17, 2024
12 mins
E196
9 Ideas For Investing Your Tax RefundE196·
Apr 10, 2024
Apr 10, 2024
11 mins
E195
Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA)E195·
Apr 3, 2024
Apr 3, 2024
13 mins
E194
Is It Time To Start Selling Your Money Market Funds?E194·
Mar 27, 2024
Mar 27, 2024
12 mins
E193
2023 Roth IRA and Traditional IRA Contribution LimitsE193·
Mar 20, 2024
Mar 20, 2024
15 mins
E192
Dispelling 7 Myths about Indexed Universal Life Insurance with Andy PankoE192·
Mar 13, 2024
Mar 13, 2024
33 mins
E191
Tax-Free 529 To Roth IRA Considerations, #191E191·
Mar 6, 2024
Mar 6, 2024
13 mins
E190
7 Reasons To Invest In A Taxable Brokerage Account with Shaun JonesE190·
Feb 28, 2024
Feb 28, 2024
27 mins
E189
Overcoming Investor Biases with Brie WilliamsE189·
Feb 21, 2024
Feb 21, 2024
34 mins
E188
Super Bowl XLVIII Fun Facts and Sports Betting TaxationE188·
Feb 14, 2024
Feb 14, 2024
16 mins
E187
Reframing Your Retirementality With Mitch AnthonyE187·
Feb 7, 2024
Feb 7, 2024
21 mins
E186
Lower Your Taxes In Retirement With A Qualified Charitable DistributionE186·
Jan 31, 2024
Jan 31, 2024
14 mins
E185
Should You Invest in a Bitcoin ETF?E185·
Jan 24, 2024
Jan 24, 2024
13 mins
E184
5 Resolutions to Grow Your Money in 2024E184·
Jan 17, 2024
Jan 17, 2024
17 mins
E183
6 Market Predictions for 2024E183·
Jan 10, 2024
Jan 10, 2024
14 mins
E182
SEP IRA vs Solo 401(k)E182·
Jan 3, 2024
Jan 3, 2024
15 mins
E181
Separating Post-Tax Money from a Traditional IRAE181·
Dec 27, 2023
Dec 27, 2023
12 mins
E180
New Beneficiary IRA Distribution RequirementsE180·
Dec 20, 2023
Dec 20, 2023
19 mins
E179
Defining Your Social Network in Retirement with Craig ColvettE179·
Dec 13, 2023
Dec 13, 2023
26 mins
E178
7 Most Frequently Asked Social Security QuestionsE178·
Dec 6, 2023
Dec 6, 2023
17 mins
E177
How to Avoid a Bad 403(b) or 457 Retirement Plan, #177E177·
Nov 29, 2023
Nov 29, 2023
15 mins
E176
7 Backdoor Roth IRA Mistakes to AvoidE176·
Nov 22, 2023
Nov 22, 2023
13 mins
E175
7 Year-End Tax Moves to Consider for 2023E175·
Nov 15, 2023
Nov 15, 2023
12 mins
How to Turn Your Investment Losers Into Winners With Tax Loss Harvesting, #174
Nov 8, 2023
Nov 8, 2023
14 mins
E173
How to Set Up Your Estate Plan with Natalie PerryE173·
Nov 1, 2023
Nov 1, 2023
28 mins
E172
Social Security COLA and Medicare Part B Changes in 2024E172·
Oct 25, 2023
Oct 25, 2023
13 mins
E171
Should You Make Small-Cap Stocks a Part of Your Portfolio?E171·
Oct 18, 2023
Oct 18, 2023
8 mins
E170
How You Can Lower Your Retirement Plan CostsE170·
Oct 11, 2023
Oct 11, 2023
15 mins
E169
What Is the Best Month to Own Stocks?E169·
Oct 4, 2023
Oct 4, 2023
12 mins
E168
My Review of the TD Ameritrade and Schwab MergerE168·
Sep 27, 2023
Sep 27, 2023
15 mins
E167
5 Medicare Open Enrollment Mistakes to AvoidE167·
Sep 20, 2023
Sep 20, 2023
13 mins
E166
When Is a Good Time to Purchase Home Heating OilE166·
Sep 13, 2023
Sep 13, 2023
9 mins
E165
Maintaining Your Sense of Purpose in RetirementE165·
Sep 6, 2023
Sep 6, 2023
11 mins
E164
Is Now a Good Time to Purchase a Second Home?E164·
Aug 30, 2023
Aug 30, 2023
11 mins
E163
The 3 Best Ways to Save for RetirementE163·
Aug 23, 2023
Aug 23, 2023
18 mins
E162
How to Determine Your Asset AllocationE162·
Aug 16, 2023
Aug 16, 2023
12 mins
E161
Should You Cash Out Your 401K When You Change Jobs?E161·
Aug 9, 2023
Aug 9, 2023
11 mins
E160
Is It Time to Sell Your Bond Funds and Go Into Money Market?E160·
Aug 2, 2023
Aug 2, 2023
12 mins
E159
What to Expect for Social Security 2024 Cost of Living AdjustmentE159·
Jul 26, 2023
Jul 26, 2023
9 mins
E158
3 Ways to Lower Your Summer Electric BillE158·
Jul 19, 2023
Jul 19, 2023
15 mins
E157
What TD Ameritrade Clients Should Do Before the Schwab MergerE157·
Jul 12, 2023
Jul 12, 2023
8 mins
E156
Don't Leave The Country Without Travel InsuranceE156·
Jul 5, 2023
Jul 5, 2023
10 mins
E155
5 Reasons Why Golf Is a Great Retirement ActivityE155·
Jun 28, 2023
Jun 28, 2023
14 mins
E154
5 Tax Tips for High-Earning Business Owners with The Tax GoddessE154·
Jun 21, 2023
Jun 21, 2023
32 mins
E153
3 Tips When Applying For Social Security Benefits, #153E153·
Jun 14, 2023
Jun 14, 2023
12 mins
E152
3 Mistakes You’re Probably Making With Your HSA AccountE152·
Jun 7, 2023
Jun 7, 2023
13 mins
E151
Is Your Portfolio in Need of a Makeover?E151·
May 31, 2023
May 31, 2023
15 mins