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 |
|---|---|
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Social Security Survivor and Spousal Benefits Demystified, #250
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Apr 23, 2025 |
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Six Tactical Moves for Navigating Down Markets, #249
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Apr 15, 2025 |
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4 Strategies to Avoid Tax Tsunami When Working Beyond 73 Years Old, #248
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Apr 08, 2025 |
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Can Elon Musk and Doge Take Away My Social Security Benefit? #247
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Apr 01, 2025 |
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FBI Warning On Suspicious Text Messages, #246
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Mar 25, 2025 |
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4 Ways To Get More Money Into Your 401K Plan, #245
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Mar 18, 2025 |
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How Can I Protect My Portfolio From What’s Happening in Washington? #244
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Mar 11, 2025 |
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When Can I Expect An Increase In My Social Benefit Increase Due To The Fairness Act? #243
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Mar 04, 2025 |
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Understanding Reverse Mortgages: Unlocking Home Equity for Retirement Income with Mitch Cooper, #242
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Feb 25, 2025 |
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Navigating the 1031 Exchange with Eric Brecher, #241
|
Feb 18, 2025 |
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10 Penalty-Fee Withdrawal Options For Retirement Plans, #240
|
Feb 11, 2025 |
|
AI Stocks, Interest Rates, and Market Trends with Michael Collins, #239
|
Feb 04, 2025 |
|
Getting Emergency Money From Your 401k, #238
|
Jan 28, 2025 |
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Health Insurance Options If You Retire Before Age 65, #237
|
Jan 21, 2025 |
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How the Social Security Fairness Act Could Impact Your Retirement Income, #236
|
Jan 14, 2025 |
|
2025 Stock Market Predictions, #235
|
Jan 07, 2025 |
|
Dissecting the Keys to Successful Investing with Larry Swedroe, #234
|
Dec 31, 2024 |
|
How Rich Were The McCallisters In Home Alone? Ep #233
|
Dec 24, 2024 |
|
When an Annuity Makes Sense: A Real-Life Example with Andy Panko, #232
|
Dec 17, 2024 |
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Are Donor-Advised Funds A Smart Tax Move? Ep #231
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Dec 10, 2024 |
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11 Potential Tax Changes Under A Trump White House, #230
|
Dec 03, 2024 |
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Mistakes To Avoid During Medicare Open Enrollment with Danielle Roberts, #229
|
Nov 26, 2024 |
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2025 Medicare IRMAA Surcharge Updates, #228
|
Nov 19, 2024 |
|
5 Overlooked Tax Benefits of 529 Plans, #227
|
Nov 12, 2024 |
|
Do Small-Cap Stocks Offer Greater Growth Potential Than Large-Cap Stocks? #226
|
Nov 05, 2024 |
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Will the Outcome of the Presidential Election Impact the Stock Market? #225
|
Oct 29, 2024 |
|
7 Ways to Keep Your Estate from Landing in Probate, #224
|
Oct 22, 2024 |
|
7 Steps To Protect Your Schwab Accounts From Hackers, #223
|
Oct 15, 2024 |
|
Can I Do A Roth Conversion Before Age 59 ½? #222
|
Oct 08, 2024 |
|
7 Year-End Tax Moves For Pre-Retirees, #221
|
Oct 01, 2024 |
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7 Year-End Tax Moves For Retirees, #220
|
Sep 24, 2024 |
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How To Get More Retirement Income Using Retirement Guardrails with Matthew Jarvis, #219
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Sep 17, 2024 |
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How Much Do I Need To Retire? #218
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Sep 10, 2024 |
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Will Social Security Become Tax-Free? #217
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Sep 03, 2024 |
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How Parents Can Best Manage Student Loans with Erik Kroll, #216
|
Aug 27, 2024 |
|
Breaking Down The IRS's New Finalized Regulations On Inherited Retirement Accounts, #215
|
Aug 20, 2024 |
|
New NAR Rules Governing Real Estate Sellers and Buyers With Raquel Fernandez, #214
|
Aug 13, 2024 |
|
Financial Steps To Take After A Divorce, #213
|
Aug 06, 2024 |
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Financial Steps To Take During Divorce With Renée Bauer, #212
|
Jul 30, 2024 |
|
Financial Steps To Take Before Divorce, #211
|
Jul 23, 2024 |
|
4 Ways To Get More Money Into Tax-Free Roth Accounts, #210
|
Jul 16, 2024 |
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How To Earn More In Your Health Savings Account, #209
|
Jul 09, 2024 |
|
Is Social Security Going Broke? #208
|
Jul 02, 2024 |
|
Top Tax Mistakes to Avoid with Steven Jarvis, #207
|
Jun 25, 2024 |
|
Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206
|
Jun 18, 2024 |
|
How to Evaluate if Your Financial Advisor Is Delivering Value, #205
|
Jun 12, 2024 |
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What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204
|
Jun 05, 2024 |
|
How To Find and Hire a Fee Only Financial Advisor (Part 3), #203
|
May 29, 2024 |
|
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 |