Retire With Ryan
By Ryan R Morrissey
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
|
The 3 Types of Financial Advisors (Part 2), #202
|
May 22, 2024 |
|
Financial Advisors: What Do They Do and Why Hire One (Part 1), #201
|
May 15, 2024 |
|
IRS Update For Inherited IRAs and Roth IRAs, #200
|
May 08, 2024 |
|
5 Things To Know About Divorce and Social Security, #199
|
May 01, 2024 |
|
Busting 10 Medicare Myths, #198
|
Apr 24, 2024 |
|
7 Tips To Protect Yourself From IRS Scammers, #197
|
Apr 17, 2024 |
|
9 Ideas For Investing Your Tax Refund, #196
|
Apr 10, 2024 |
|
Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA), #195
|
Apr 03, 2024 |
|
Is It Time To Start Selling Your Money Market Funds? #194
|
Mar 27, 2024 |
|
2023 Roth IRA and Traditional IRA Contribution Limits, #193
|
Mar 20, 2024 |
|
Dispelling 7 Myths about Indexed Universal Life Insurance with Andy Panko, #192
|
Mar 13, 2024 |
|
Tax-Free 529 To Roth IRA Considerations, #191
|
Mar 06, 2024 |
|
7 Reasons To Invest In A Taxable Brokerage Account with Shaun Jones, #190
|
Feb 28, 2024 |
|
Overcoming Investor Biases with Brie Williams, #189
|
Feb 21, 2024 |
|
Super Bowl XLVIII Fun Facts and Sports Betting Taxation, #188
|
Feb 14, 2024 |
|
Reframing Your Retirementality With Mitch Anthony, #187
|
Feb 07, 2024 |
|
Lower Your Taxes In Retirement With A Qualified Charitable Distribution, #186
|
Jan 31, 2024 |
|
Should You Invest in a Bitcoin ETF?, #185
|
Jan 24, 2024 |
|
5 Resolutions to Grow Your Money in 2024, #184
|
Jan 17, 2024 |
|
6 Market Predictions for 2024, #183
|
Jan 10, 2024 |
|
SEP IRA vs Solo 401(k), #182
|
Jan 03, 2024 |
|
Separating Post-Tax Money from a Traditional IRA, #181
|
Dec 27, 2023 |
|
New Beneficiary IRA Distribution Requirements, #180
|
Dec 20, 2023 |
|
Defining Your Social Network in Retirement with Craig Colvett, #179
|
Dec 13, 2023 |
|
7 Most Frequently Asked Social Security Questions, #178
|
Dec 06, 2023 |
|
How to Avoid a Bad 403(b) or 457 Retirement Plan, #177
|
Nov 29, 2023 |
|
7 Backdoor Roth IRA Mistakes to Avoid, #176
|
Nov 22, 2023 |
|
7 Year-End Tax Moves to Consider for 2023, #175
|
Nov 15, 2023 |
|
How to Turn Your Investment Losers Into Winners With Tax Loss Harvesting, #174
|
Nov 08, 2023 |
|
How to Set Up Your Estate Plan with Natalie Perry, #173
|
Nov 01, 2023 |
|
Social Security COLA and Medicare Part B Changes in 2024, #172
|
Oct 25, 2023 |
|
Should You Make Small-Cap Stocks a Part of Your Portfolio?, #171
|
Oct 18, 2023 |
|
How You Can Lower Your Retirement Plan Costs, #170
|
Oct 11, 2023 |
|
What Is the Best Month to Own Stocks?, #169
|
Oct 04, 2023 |
|
My Review of the TD Ameritrade and Schwab Merger, #168
|
Sep 27, 2023 |
|
5 Medicare Open Enrollment Mistakes to Avoid, #167
|
Sep 20, 2023 |
|
When Is a Good Time to Purchase Home Heating Oil, #166
|
Sep 13, 2023 |
|
Maintaining Your Sense of Purpose in Retirement, #165
|
Sep 06, 2023 |
|
Is Now a Good Time to Purchase a Second Home?, #164
|
Aug 30, 2023 |
|
The 3 Best Ways to Save for Retirement, #163
|
Aug 23, 2023 |
|
How to Determine Your Asset Allocation, #162
|
Aug 16, 2023 |
|
Should You Cash Out Your 401K When You Change Jobs?, #161
|
Aug 09, 2023 |
|
Is It Time to Sell Your Bond Funds and Go Into Money Market?, #160
|
Aug 02, 2023 |
|
What to Expect for Social Security 2024 Cost of Living Adjustment, #159
|
Jul 26, 2023 |
|
3 Ways to Lower Your Summer Electric Bill, #158
|
Jul 19, 2023 |
|
What TD Ameritrade Clients Should Do Before the Schwab Merger, #157
|
Jul 12, 2023 |
|
Don't Leave The Country Without Travel Insurance, #156
|
Jul 05, 2023 |
|
5 Reasons Why Golf Is a Great Retirement Activity, #155
|
Jun 28, 2023 |
|
5 Tax Tips for High-Earning Business Owners with The Tax Goddess, #154
|
Jun 21, 2023 |
|
3 Tips When Applying For Social Security Benefits, #153
|
Jun 14, 2023 |
|
3 Mistakes You’re Probably Making With Your HSA Account, #152
|
Jun 07, 2023 |
|
Is Your Portfolio in Need of a Makeover?, #151
|
May 31, 2023 |
|
5 Things to Know About the Debt Ceiling, #150
|
May 24, 2023 |
|
What to Do With Old Series EE Savings Bonds, #149
|
May 17, 2023 |
|
Is Collecting Social Security at 62 Right For You?, #148
|
May 10, 2023 |
|
Do I Need to Enroll in Medicare at Age 65?, #147
|
May 03, 2023 |
|
5 Reasons to Break Up With Your Big Bank, #146
|
Apr 26, 2023 |
|
Is Your Money With TD Ameritrade and Charles Schwab Safe?, #145
|
Apr 19, 2023 |
|
5 Reasons To Write Your Will Now, #144
|
Apr 12, 2023 |
|
How Women Can Build a Better Relationship With Money with Brie Williams, #143
|
Apr 05, 2023 |
|
7 Ways to Lower Your Income and Avoid the IRMAA Medicare Surcharge, #142
|
Mar 29, 2023 |
|
What the Silicon Valley Bank Collapse Means for Your Retirement Funds, #141
|
Mar 22, 2023 |
|
3 Ways to Get a Do-Over on Social Security, #140
|
Mar 15, 2023 |
|
Living a Healthy Retirement With Nancy Schwartz, #139
|
Mar 08, 2023 |
|
What Is an Accredited Investor?, #138
|
Mar 01, 2023 |
|
Can the Government Decide to Tax Roth Accounts?, #137
|
Feb 22, 2023 |
|
Are I Bonds Still Worth It, #136
|
Feb 15, 2023 |
|
7 Steps to Eliminating Your Credit Card Debt, #135
|
Feb 08, 2023 |
|
7 Credit Card Rules to Live By, #134
|
Feb 01, 2023 |
|
9 Ways the Secure Act 2.0 Can Impact Your Retirement, #133
|
Jan 25, 2023 |
|
6 Market Predictions For 2023, #132
|
Jan 18, 2023 |
|
5 Ways to Automate Your Retirement Savings, #131
|
Jan 11, 2023 |
|
Medigap or Medicare Advantage Plans, Which is Better?, #130
|
Jan 04, 2023 |
|
5 Ways to Get the Most From the Connecticut Higher Education Trust (CHET Plan), #129
|
Dec 28, 2022 |
|
3 Reasons to Open an HSA Account in 2023, #128
|
Dec 21, 2022 |
|
When Should I Collect My Social Security Survivor Benefit and Other Listener Questions, #127
|
Dec 14, 2022 |
|
5 Ways to Lower Your Electric Bill, #126
|
Dec 07, 2022 |
|
7 Year-End Tax Moves to Consider for 2022, #125
|
Nov 30, 2022 |
|
4 Ways To Locate An Old 401K or Retirement Plan, #124
|
Nov 23, 2022 |
|
Getting the Most From Your College Investment with Beth Probst, #123
|
Nov 16, 2022 |
|
Investing in Rental Properties for Extra Income with Dustin Heiner, #122
|
Nov 09, 2022 |
|
Using a Reverse Mortgage for Retirement Income with Mitch Cooper, #121
|
Nov 02, 2022 |
|
Social Security and Medicare 2023 Cost Of Living Adjustment, #120
|
Oct 26, 2022 |
|
7 Easy Steps to Protect Yourself From Getting Hacked, #119
|
Oct 19, 2022 |
|
10 Interview Questions to Ask When Hiring a Financial Advisor, #118
|
Oct 12, 2022 |
|
How To Lower Your Income Taxes With Tax-Loss Harvesting, #117
|
Oct 05, 2022 |
|
7 Best Short-Term Investments To Grow Your Money, #116
|
Sep 28, 2022 |
|
5 Best Long-Term Investments to Grow Your Money, #115
|
Sep 21, 2022 |
|
2 Ways to Benefit From the New Student Loan Forgiveness Program, #114
|
Sep 14, 2022 |
|
What Is the Difference Between an Index Fund and an ETF?, #113
|
Sep 07, 2022 |
|
7 Investments to Avoid in Retirement, #112
|
Aug 31, 2022 |
|
7 Ways To Cut Your Monthly Bills, #111
|
Aug 24, 2022 |
|
3 Ways to Determine How Much Life Insurance You Need, #110
|
Aug 17, 2022 |
|
3 Reasons Not to Purchase Employer Supplemental Life Insurance, #109
|
Aug 10, 2022 |
|
5 Retirement Mistakes to Avoid, #108
|
Aug 03, 2022 |
|
Are Fixed Annuities or Individual Bonds a Better Choice for Retirement Funds?, #107
|
Jul 27, 2022 |
|
How Small Business Owners Can Save Money on a New Vehicle Purchase, #106
|
Jul 20, 2022 |
|
Closing Social Security Spousal Benefit Loopholes, #105
|
Jul 13, 2022 |
|
5 Tips for Dealing With a Bear Market, #104
|
Jul 06, 2022 |
|
Redefining Your Purpose In Retirement with Wendy Green, #103
|
Jun 29, 2022 |