Retire With Ryan
205 episodes - English - Latest episode: 3 days ago -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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Episodes
Collect Social Security Now or Wait? Ep #4
August 05, 2020 07:00 - 15 minutes - 12.5 MBHave 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 planning. I want to cut through all the noise and talking heads out there and get you what you really need to know about Social Security and when ...
Understanding Social Security and When To Apply, Ep #4
August 05, 2020 07:00 - 15 minutes - 12.5 MBHave 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 planning. I want to cut through all the noise and talking heads out there and get you what you really need to know about Social Security and when ...
Changes To Required Minimum Distributions For 2020, Ep #3
July 29, 2020 07:00 - 15 minutes - 12.4 MB2020 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 are beneficiaries of relatives’ IRAs. This episode will highlight some of the most significant changes brought about by the CARES Act and the S...
A Retirement Income Planning Strategy That Works, Ep #2
July 22, 2020 13:31 - 17 minutes - 14.6 MBRetirement 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 that you feel comfortable with what your income is going to be like during retirement. It’s not a hard process, but it does take some thought and ...
How To Make The Most of Your Health Savings Account Ep #1
July 08, 2020 21:22 - 14 minutes - 12 MBWelcome 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 Account (HSA) yet? What are you waiting for? You might be thinking that you don’t have any pressing medical needs and you don’t see any coming y...