show episodes
 
If you’re 55 and older and thinking about retirement, then this podcast is for you. From tax planning to managing your investment portfolio, it covers 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.
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
Loading …
show series
 
A result of the infamous year 2020 is that companies are looking left and right for ways to cut costs. One way many companies are trimming the fat is by offering early retirement packages to their most experienced team members. There are many questions you should ask yourself if you have received the offer of an early retirement package. Listen in …
 
Do you own any bonds? Have you ever considered using this investment tool but want more information before you make the purchase? What is the best approach to using bonds as a part of your long-term investment strategy? If you’ve ever wondered about using bonds, this is the episode for you! Should you pick a corporate bond or a municipal bond? Disc…
 
Many people picture moving into retirement as: One day you're working and the next day you're retired. As we learn from life transition expert Randi Levin, CEO & founder of Randi Levin Coaching,moving into retirement is best done with preparation. It does not have to be an overnight event. In this episode of Take Back Retirement we walk through dif…
 
Retirement brings an onslaught of life-changing choices, so one thing you can do to help you rock retirement is to become a better decision-maker. If you are wondering how you can do that, then you’ll want to listen to this interview with Annie Duke. Annie Duke is the author of Thinking in Bets and she just released a new book called How to Decide.…
 
As you prepare for your future and look toward retirement, you might be also considering how you can help your grandchildren take care of college costs. What are the options when it comes to paying for a family member’s college tuition? How do you determine which option is the best fit for your retirement plans? While it’s a great privilege to go t…
 
The Coronavirus pandemic has brought about so many disruptions to our daily lives. In addition to all the health precautions we must take, many of us have had to deal with job loss as well. Whether it was a furlough, layoff, or early retirement, the results are the same. You used to be working and now you’re not. During this entire month, we will d…
 
Have you noticed ads for annuities showing up in your area or online? Are you thinking of using an annuity as a tool in your retirement portfolio? How do you know if purchasing an annuity is the right decision for you and your family? When interest rates are low, it usually means that annuities become a popular commodity that people try to sell. Th…
 
Building your retirement income plan can become complex. There’s a lot to put together. You know what assets you have, but how do you organize all of these tools to work together to create sustainable income? It’s kind of like a jigsaw puzzle. The first step is to separate the pieces into categories. Even though everyone’s pieces will look a little…
 
There is no right way to retire. Even if you don’t do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don’t. In this episode we’re Taking Back Retirement by redefining the old image and definition of this phase of life. Key topics discussed: The cultural change betw…
 
When you were young, you wanted to do everything! You had the time but not the money to do it all. When you started working and maybe raising a family, you had more money, but not the time. Now that you’re nearing “retirement,” whatever that means, you ideally have the money AND time to do what you want. But now what? How do you turn savings into i…
 
Welcome to the Take Back Retirement podcast! Where two financial planners help women age 50 and better break down the myths and mysteries of retirement so they can gain clarity and take action around their next chapter. The show will be a combination of conversations between hosts Stephanie McCullough and Kevin Gaines, interviews with subject-matte…
 
The retirement decisions that you make today will impact you for years to come. This can be a scary thought since we don’t know what the future holds. The Medicare decisions that you make now can affect your future self so you don’t want to take these decisions lightly. For the past 4 episodes, we have discussed the inner workings of the Medicare s…
 
Have you ever thought about buying a second home? What is it about owning a second home that interests you? Are you in it for the special getaway that it provides you and your spouse? Or maybe it’s for you and your grandchildren to make memories. Whatever your reason for buying a second home, I’m sure you have a ton of questions. Buying a second ho…
 
Danielle Roberts from Boomer Benefits joins The Retirement Answer Man Show again to help us understand the nuances of the Medicare system. She has a new book coming out soon called 10 Costly Medicare Mistakes that you won’t want to miss. In this episode, you’ll learn from Medicare horror stories, the biggest mistakes you can make with Medicare, and…
 
What is the best route to protect your hard-earned money and invest it wisely? Is it still a good idea to place your money in a 401K that is matched through your employer or is there a better option out there? As you look to the future, you want to ensure that your money will be protected in the best possible way. There are those who are questionin…
 
Over the past few weeks, we have talked about the different pieces that make up our Medicare system. Medicare is a fairly complex system with a lot of nuances to be aware of. One of the things you may have noticed is that there are some gaps in Medicare coverage. Today Danielle Roberts from Boomer Benefits is back to help us understand these gaps a…
 
Let’s face it, no one likes to get the wool pulled over their eyes. When it comes to investing your money, you’ve got to make sure you are partnering with someone who is trustworthy and honorable. Over the years, I’ve heard horror story after horror story from clients who have learned the hard way. What if you could learn from their mistakes and av…
 
Medicare Part D has similarities and differences to Parts A and B. On this episode of our How Does Medicare Work? series, we’ll explore Part D. We’ll also discuss what Medicare doesn’t cover. How much do you know about Medicare and how it works? Are you trying to figure out how this new type of insurance will be different from what you are used to?…
 
Do you have everything figured out for your estate? What will happen to your assets when you pass away? Who will take care of your children or your animals? If you don’t make a plan - you are planning for disaster! I know that estate planning isn’t the sexiest topic in the world but it is vital for protecting your loved ones and making sure they ar…
 
I cannot believe that this is our first time doing a monthlong series on Medicare! Thankfully, this is a five-week month, so we can really dive deep into this complex topic. Let me lay out the month for you. This week we’re talking about Medicare Part A and B. During the next episode we’ll discuss part D and all the things that Medicare doesn’t cov…
 
Have you or a family member had to use long term care insurance before? Are you considering acquiring long term care insurance as part of your retirement strategy? Whether you’ve just started looking at long term care or you’ve never heard of it before, this episode is for you! No one likes the idea of spending the final years of their life in a fa…
 
This whole month of August we have talked about improving decision making. Retirement brings about hundreds of choices. If you aren’t well-prepared to make those decisions you might simply revert to the default choice. Do you really want your retirement to be set to default? In this episode, you’ll learn how to create a framework to make tactical d…
 
You’ve done the responsible and smart thing by paying into life insurance over the years but you’ve finally made it to the finish line - retirement! What do you do with your life insurance now? Do you still need it? Is there a better way to use that investment tool? At the end of the day, forward-thinking people like you are looking to make the sma…
 
We’ve been talking about decision making for the past several episodes and today I want to help you build a framework to rely upon when making decisions in retirement. This framework for better decision making will help ensure that you are living the life you really want. If you are ready to create a strategy that reflects your values so that you c…
 
Do you know what to do with your pension plan? Do you have the option to have your pension paid out in a lump sum or in monthly payments? If you are unsure how to use your pension plan effectively as you head into retirement, you’ve come to the right place! I know talk of pensions and annuities can be confusing, I don’t want to add to any of that c…
 
What is your retirement strategy? Do you have one? A strategy is born from a process and tactics are born from that strategy. This is why it is so important to make sure that you have a process and strategy in place when planning for retirement. Your strategy will help you drive those important decisions. Your decisions during the accumulation phas…
 
I’m excited to share with you this next series of episodes. Over the next 4 episodes, we will explore how to make better decisions for yourself in retirement. Today we’ll examine what a decision is and think about all the different choices you have to make in retirement. Learn how to evaluate your decision-making process and discover how to make be…
 
Have you started planning for the day when you’ll apply to receive Social Security benefits? Do you know how old you need to be? What will you do if your spouse dies before you? I know that Social Security can become a hot button political issue - but the truth is millions of Americans rely on Social Security for their income and for retirement pla…
 
Have you ever had to deal with closing an estate? Mark Ross happens to have the unfortunate experience of helping to close out 4 different estates in a short period of time. Since experience is the best teacher, Mark joins me today to discuss his experience with the probate process. He’ll share how he dealt with his feelings during the process, how…
 
2020 has been a crazy year, for sure. Many things have happened because of the COVID-19 pandemic that has swept the globe. The ripple effects are still being felt. The legislation passed by Congress to address the impact of the pandemic is multifaceted and impacts not only those who are retired or who are planning to retire soon, but also those who…
 
Retirement income planning is something we all know we need to do but don’t always get around to in a timely manner. One of the reasons we delay could be because we simply don’t know where to start. That’s why I’ve recorded this episode. I want you to know the basic, prudent steps that you can take to get your retirement ship sailing and to ensure …
 
By now you know how important estate planning is in retirement. But what is also important is to organize and communicate your wishes to your loved ones. In this episode, you’ll learn how to organize and communicate your estate planning wishes. We’ll chat with Sarah Bunnell from Everplans who will let you know how and why organization and communica…
 
Many people choose to give to charity as a way to give back to their community. If you are overfunded you may decide to give to charity while you are still alive as well as part of your estate after you pass. On this episode of Retirement Answer Man, we’ll continue the estate planning series to discuss different ways that you can give charitably no…
 
Welcome to the very first episode of Retire with Ryan! Due to the restrictions of COVID-19, I haven’t been able to get the usual information I share in my adult education classes out there so I decided to try something new. I hope that these episodes help you as you invest and plan for the future. Have you started investing in your Health Savings A…
 
Loading …

Quick Reference Guide

Copyright 2020 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login