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.
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Will Social Security Become Tax-Free? #217
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13:05
Could Social Security become tax-free? As the political scene heats up leading up to the 2024 Presidential Elections, and both candidates make their case for election, the topic of taxation has come up. Former President Trump has promised that Social Security won’t be taxed if he’s elected. What could that mean for you? How is it currently taxed? I…
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How Parents Can Best Manage Student Loans with Erik Kroll, #216
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28:25
Did you take out a parent PLUS loan or private loan to help your kids pay for college? Are you still struggling to pay off those loans? According to StudentAid.gov, over 9 million people over 50 have student loan debt. Of those, over 1 million have loan balances north of $100,000. If you’re nearing retirement, the last thing you want on your plate …
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Breaking Down The IRS's New Finalized Regulations On Inherited Retirement Accounts, #215
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15:17
If you’ve inherited an IRA from someone who wasn’t your spouse since 2020, you can’t miss this episode. Why? The IRS has finally cleared up a lot of questions that had been left unanswered about inherited IRAs from a non-spouse. Though I’ve covered the topic in previous episodes, I wanted to break down the regulation further in this episode. You wi…
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New NAR Rules Governing Real Estate Sellers and Buyers With Raquel Fernandez, #214
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32:13
In March, The National Association of REALTORS® (NAR) settled an antitrust lawsuit. The lawsuit alleged that NAR didn’t allow sellers to negotiate what they could pay buyer’s agents. The changes outlined in the settlement will impact “business as usual.” As of August 17th, 2024, the way home-buying and selling transactions happen will change. Raque…
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Financial Steps To Take After A Divorce, #213
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What steps should you take to get your financial life in order after a divorce? In this episode of Retire with Ryan I lay out, step-by-step, the checklist of things you’ll want to look over, everything from calculating your net worth to designating beneficiaries. There’s a lot to consider. My aim is to simplify the process so that you can focus on …
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Financial Steps To Take During Divorce With Renée Bauer, #212
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32:34
In episode #211, we talked about the information you need to gather to prepare to file for divorce and the initial proceedings. But what financial steps do you need to take during a divorce? How do you figure out what life will look like on the other side? How does splitting your assets actually work? Renée C. Bauer—an experienced family law attorn…
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Financial Steps To Take Before Divorce, #211
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13:41
We’ve all heard the statistics that almost half of all marriages end in divorce. And divorce comes at a large cost. That’s why you should come up with a plan for life after divorce. Look at your net worth, put together a budget, and make projections for your future. Let’s get you prepared as you can be. To do that, I’m launching a three-part series…
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4 Ways To Get More Money Into Tax-Free Roth Accounts, #210
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Why would you want to make a Roth contribution? If you believe tax rates will be higher in the future, it could benefit you. How? The contributions grow tax-deferred. When you withdraw the money, it’s tax-free. A tax-free income can be very beneficial in retirement. In 2024, you can contribute $7,000 to a Roth IRA. If you’re over 50, you can contri…
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How To Earn More In Your Health Savings Account, #209
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16:57
One of my favorite ways to save for retirement is through a Health Savings Account (HSA). Too many people overlook a health savings account as a great way to save for retirement and healthcare costs. So how do you get the most bang for your buck out of your HSA? I share some simple strategies that very few people employ in this episode. Disclaimer:…
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Is Social Security Going Broke? #208
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Will your benefits be there when you need them the most? If so, should you collect your benefits as soon as possible? This is something I’m frequently asked, so much so that I decided it was time to address it. So in this episode of Retire with Ryan, I’ll cover how Social Security works, how long Social Security will remain solvent, and whether or …
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Top Tax Mistakes to Avoid with Steven Jarvis, #207
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What are some of the biggest tax mistakes you should be avoiding when you file taxes? CPA Steven Jarvis has worked on thousands of tax returns. He focuses on helping people who have a long-term focus. He wants to make sure his clients only pay every dollar they owe and nothing more. It’s not about getting a big tax return. It’s about looking at the…
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Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206
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What are the current trends with ETFs? What’s happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility. Matthew believes the ETF market will only continue to grow …
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How to Evaluate if Your Financial Advisor Is Delivering Value, #205
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How do you know if your financial advisor is delivering value? Is seeing a financial gain in your investments the only metric you should use? I’ve identified four key areas where your financial advisor should be delivering value to you: Awareness of costs and fees, performance of your portfolio, financial planning benefits, and communication. I’ll …
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What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204
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What should you expect once you’ve hired a fee-only financial advisor? Fee-only financial advisors typically offer financial planning, investment management, or a combination of both. In this episode, I’ll cover what each process will be like because what you’re hiring your financial advisor to do will determine how your experience will be (and wha…
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How To Find and Hire a Fee Only Financial Advisor (Part 3), #203
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How do you find a fee-only financial advisor who’s the right fit for you? I’ve outlined a detailed process that you can use to not create a list, research your list, and interview and hire the perfect fit for you. I’ll cover it all in this episode. This is Part 3 of a five-part series about financial planners to celebrate the release of my first bo…
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The 3 Types of Financial Advisors (Part 2), #202
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19:37
What are the three different types of financial advisors? Why do I believe a fee-only financial advisor is the best? If you’re considering hiring a financial advisor for the first time—or questioning if your current advisor has your best interests at heart—don’t miss this one. It’s part 2 of my series in which I’m covering some of the topics in my …
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Financial Advisors: What Do They Do and Why Hire One (Part 1), #201
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I’ve spent the last 18 months writing the first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor,” which will officially be published on May 28th. I wrote this book to help everyone find a financial advisor who will put their interests first. Why? I see too many bad financial advisors harming their cl…
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IRS Update For Inherited IRAs and Roth IRAs, #200
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16:55
Have you inherited an IRA from a non-spouse who passed away after 1/1/2020? Beneficiaries of pre-tax retirement accounts have always had to pay taxes on what they inherit. However, on 1/1/2020, the SECURE Act was passed, changing the annual amount that beneficiaries would have to withdraw. Beforehand, non-spousal beneficiaries could: Cash out the a…
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5 Things To Know About Divorce and Social Security, #199
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If you are divorced and approaching 62, you may qualify for social security benefits based on your ex-spouse's earning record. But who qualifies? When can you collect it? How much can you collect? Does your ex-spouse find out? I’ll answer the things you need to know in this episode of Retire with Ryan. You will want to hear this episode if you are …
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Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it, what it does for you, and so much more. That’s why I’m busting the 10 most commonly perpetrated Medicare myths so you’ll know how to discern fact from fiction—and put your mind at ease. You will want to hear this …
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7 Tips To Protect Yourself From IRS Scammers, #197
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12:56
How can you protect your data and personal information from IRS scammers and criminals? Everyone is afraid of being audited by the IRS. Maybe you’re scared you may have filed your taxes incorrectly. Criminals take advantage of that fear to perpetuate their scams. But there are some simple things you can do to avoid falling victim to these scams. I’…
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9 Ideas For Investing Your Tax Refund, #196
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Do you usually get a tax refund? What do you typically do with your tax refund? Do you have it earmarked for a specific purpose? As we’re inching closer to the tax filing deadline, I thought it would be interesting to share some ways you can wisely invest your tax refund. I’ll cover 9 ideas you can consider to make good use of your money. You will …
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Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA), #195
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Do you own stock in the company that you work for in your 401K? Net unrealized appreciation could potentially save you a significant amount of money on your taxes when you start making withdrawals. I’ll share how to take advantage of the process as well as mistakes to avoid making in this episode of Retire with Ryan. You will want to hear this epis…
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Is It Time To Start Selling Your Money Market Funds? #194
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12:39
The Federal Reserve Met on 3/20/24 to discuss monetary policy and whether or not to raise or lower interest rates. They announced that they won’t make any changes. Most experts believe that they’ll lower interest rates in June. So should you start selling your money market funds and short-term bond funds? When should you do it? Should you move the …
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2023 Roth IRA and Traditional IRA Contribution Limits, #193
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15:03
As we get closer to the tax filing deadline (April 15th), I wanted to talk about contributing to a Roth IRA or traditional IRA. In this episode, I’ll cover contribution and deduction limits, spousal IRAs, and non-deductible IRA contributions (and why you’d want to consider them). You will want to hear this episode if you are interested in... [1:16]…
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Dispelling 7 Myths about Indexed Universal Life Insurance with Andy Panko, #192
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What is Indexed Universal Life Insurance? Is it something you should consider investing in? Are the rumors you’ve heard about it true? In this episode, Andy Panko (of Tenon Financial) and I dispel 7 myths that are circulating about UILs and we cover what you need to know to make an informed decision about the insurance product. You will want to hea…
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Tax-Free 529 To Roth IRA Considerations, #191
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On December 23rd, 2022, congress passed the SECURE 2.0 Act. Among the many changes, one of them had to do with 529 plans. You can now make tax-free and penalty-free rollovers from a 529 plan to a Roth IRA. This became effective 1/1/2024. Before this, if you wanted to take a non-qualified withdrawal from a 529 plan (using the money for something out…
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7 Reasons To Invest In A Taxable Brokerage Account with Shaun Jones, #190
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27:44
What are some overlooked benefits of investing for retirement in a brokerage account? Why would you want to invest in a brokerage account in addition to a 401k or other retirement account? Shaun Jones—the President of Jones Fiduciary Wealth Management and author of “Unbrainwashed Investing”—shares 7 reasons to invest in a taxable brokerage account …
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Overcoming Investor Biases with Brie Williams, #189
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Are you aware of how your biases—both conscious and unconscious—impact your investment decisions? Brie Williams of State Street Global Advisors joins me in this conversation to talk not only about the impact of biases on decision-making but how to cultivate an awareness of your biases to change your behavior, ultimately leading to better decisions.…
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Super Bowl XLVIII Fun Facts and Sports Betting Taxation, #188
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16:15
Last year’s Super Bowl set the record as the most-watched TV event in Nielsen rating history at over 150 million viewers. It’s hypothesized that this year’s Super Bowl is going to set a record for something completely different: The most amount of money bet on a Super Bowl. Why? Because sports betting is now legal in 38 states. So if you’re one of …
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Reframing Your Retirementality With Mitch Anthony, #187
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21:51
Before you think about when you’re going to retire there’s another question that should be addressed: Are you going to retire? It’s assumed that when you turn 62 or 65, you’re going to retire. And many people do count the days until they retire. But many others love the careers they’re in and can’t imagine stopping. Their concern is that they’ll ge…
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Lower Your Taxes In Retirement With A Qualified Charitable Distribution, #186
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As you enter retirement, tax planning is something that must be prioritized. A Qualified Charitable Distribution (QCD) can be a great tool in your arsenal to help you minimize the taxes you have to pay. So what is a Qualified Charitable Distribution (QCD)? How can it actually help you lower your taxes? In this episode, I’m going to cover what a QCD…
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Should You Invest in a Bitcoin ETF?, #185
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The SEC recently and historically approved 11 Bitcoin spot ETFs on January 10th. This is big news because now you can invest in Bitcoin through a brokerage account. On this episode, I’m discussing what this means for you, how you can invest in Bitcoin ETFs, and what to look out for if you're going to take that plunge. You will want to hear this epi…
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5 Resolutions to Grow Your Money in 2024, #184
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17:40
With every new year comes a list of resolutions to make this one the best yet. However, a lack of planning leaves most of these goals unfinished. On this episode, I’m sharing five financial resolutions to help you grow your money in 2024 and the follow-through steps to help make them possible. You will want to hear this episode if you are intereste…
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6 Market Predictions for 2024, #183
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Now that 2023 is officially in the history books, let’s review my 2023 market predictions to see how close I got! On this episode, we’ll be reviewing last year’s market predictions as well as making new ones for the year ahead. You will want to hear this episode if you are interested in... Reviewing Ryan’s 2023 market predictions [2:38] Looking ahe…
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Are you a small business owner struggling to choose a retirement plan? Then this episode is for you! Join me as we look at the specifics of SEP IRAs and Solo 401(k)s, the pros and cons of each, and the easiest way to get your small business or self-employed retirement plan set up today. You will want to hear this episode if you are interested in...…
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Separating Post-Tax Money from a Traditional IRA, #181
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12:29
Have you ever accidentally put post-tax money in with pre-tax when rolling over a traditional IRA? On this episode, I’m answering a listener's question about fixing this easy-to-make but frustrating mistake. We’ll look at the definition of a rollover, why you should separate pre-tax and post-tax money, and how to correct this situation if it occurs…
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New Beneficiary IRA Distribution Requirements, #180
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19:24
Did you inherit an IRA from a non-spouse on January 1, 2020 or later? Well a big change happened this summer that you should be aware of that could impact your 2023 tax season. On this episode, I’m unpacking the passing of and subsequent changes to the SECURE Act, how to best manage an inherited IRA in light of these changes, and how you can leave …
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Defining Your Social Network in Retirement with Craig Colvett, #179
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We talk so much about the financial aspects of retirement that it’s important to address the mental and emotional shift this season can bring. On this episode, I sit down with life coach Craig Colvett to discuss getting ready for the retirement transition. We talk about the benefits of life coaching for retirees as well as the importance of maintai…
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7 Most Frequently Asked Social Security Questions, #178
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Are you approaching retirement with tons of questions about Social Security? Then don’t miss this episode! I’m going over the seven most frequently asked questions about Social Security benefits from clients and listeners alike. Hit play for the tips and tricks you have to know before you start collecting. You will want to hear this episode if you …
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How to Avoid a Bad 403(b) or 457 Retirement Plan, #177
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After a lifetime of service to the growing minds of America, teachers deserve a quality retirement. Educators looking to save money beyond their pension plan are being taken advantage of by predatory retirement plans, and I want to put a stop to it. On this episode, I’m breaking down how to avoid bad 403(b) and 457 retirement plans and steps you ca…
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7 Backdoor Roth IRA Mistakes to Avoid, #176
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Want to make a Roth IRA contribution, but you earn over the adjusted gross income limit? Never fear, the backdoor Roth conversion is here! On this episode, I’m doing a deep dive into backdoor Roth conversions and the seven mistakes most people make when attempting this financial maneuver. You will want to hear this episode if you are interested in.…
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7 Year-End Tax Moves to Consider for 2023, #175
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12:58
As the clock runs out for 2023, now is the time to consider your final tax moves of the year. On this episode, I’m breaking down seven tax reduction strategies for 2023 and beyond. Five of these tips need to be executed before the ball drops on New Year’s, so hit play now and start strategizing! You will want to hear this episode if you are interes…
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1
How to Turn Your Investment Losers Into Winners With Tax Loss Harvesting, #174
14:44
14:44
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पसंद
पसंद
14:44
As we move into the final months of 2023, it's again time to talk about tax loss harvesting and other tax-efficient investment strategies. On this episode, I'm going to discuss how you can potentially turn some of your investment losers into this year's winners when it comes to tax planning. You will want to hear this episode if you are interested …
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1
How to Set Up Your Estate Plan with Natalie Perry, #173
28:47
28:47
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पसंद
पसंद
28:47
Do you know where your assets are going when you die? Do you have a plan in place for making medical and financial decisions if you become incapacitated? If either answer is no, you need an estate plan! On this episode, I sit down with estate planning expert Natalie Perry to discuss the ins and outs of planning your estate and ensuring a smooth pos…
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1
Social Security COLA and Medicare Part B Changes in 2024, #172
13:00
13:00
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पसंद
पसंद
13:00
A plethora of changes for Social Security and Medicare Part B premiums were recently announced and I want to break them down for you. On this episode, we’ll take a look at the 2024 Social Security cost-of-living adjustment (COLA), changes to Medicare Part B, and other Social Security shifts that could impact your retirement. You will want to hear t…
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1
Should You Make Small-Cap Stocks a Part of Your Portfolio?, #171
8:28
8:28
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पसंद
पसंद
8:28
Does recent stock market performance have you itching for a change-up? Have you considered small-cap stocks or small-cap stock funds? On this episode, I’m taking a look at constructing a diversified portfolio and if investing in small-cap stocks is right for you. You will want to hear this episode if you are interested in... Understanding small and…
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1
How You Can Lower Your Retirement Plan Costs, #170
15:40
15:40
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पसंद
पसंद
15:40
A big part of saving for retirement is choosing retirement plan options whose fees won’t eat into your valuable nest egg. On this episode, I’m discussing all things retirement plan fees, how to know what you’re paying, and how to potentially lower those fees so that you can grow your money faster. You will want to hear this episode if you are inter…
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1
What Is the Best Month to Own Stocks?, #169
12:25
12:25
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पसंद
पसंद
12:25
Last month, we saw major stock market declines, with the S&P 500 down over 5% and the NASDAQ dipping 6.5%. This begs the question: Is September a bad month to own stocks? And if it is, which month is the best? On this episode, I’m exploring the historical performance of the S&P 500 and its monthly returns, as well as a listener question about recei…
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1
My Review of the TD Ameritrade and Schwab Merger, #168
15:08
15:08
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पसंद
पसंद
15:08
The merger of TD Ameritrade Brokerage and Charles Schwab Brokerage, now known as Schwab, has been completed! And in this episode, I want to provide my insight into how the merger went. I’ll also share some of the issues I and other clients have found since the merger solidified. You will want to hear this episode if you are interested in... Unpacki…
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