Retire With Ryan

著者： Ryan R Morrissey
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  • 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.
    2020 Retirewithryan.com. All Rights Reserved
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あらすじ・解説

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.
2020 Retirewithryan.com. All Rights Reserved
個人ファイナンス 経済学
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  • How Can I Protect My Portfolio From What’s Happening in Washington? #244

    How Can I Protect My Portfolio From What’s Happening in Washington? #244
    2025/03/11

    What’s the best way to protect your retirement savings when the market feels unpredictable? In today’s episode of Retire with Ryan, I cover the growing uncertainty caused by political decisions and how they affect your investments.

    From tariffs to immigration changes and government cutbacks, I’ll share insights on how to navigate this volatility and keep your portfolio secure. Whether you’re nearing retirement or already there, this episode will provide actionable steps to ensure your investments remain on track despite external economic pressures.

    You will want to hear this episode if you are interested in...
    • (0:56) Market volatility and economic impact
    • (1:30) Check out Retirement Readiness Review
    • (2:19) Insights from a J.P. Morgan conference call
    • (4:37) Tariffs and their economic effects
    • (6:31) The labor market and immigration policies
    • (8:13) Government cutbacks and their impact
    • (9:17) What you should do with your investments
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Download my entire book for FREE
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan
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    17 分
  • When Can I Expect An Increase In My Social Benefit Increase Due To The Fairness Act? #243

    When Can I Expect An Increase In My Social Benefit Increase Due To The Fairness Act? #243
    2025/03/04

    In this episode, I dive into the latest developments with the Social Security Fairness Act and what these changes mean for retirees who were previously ineligible for Social Security benefits. With potential increases in payments and retroactive benefits, this episode is packed with critical insights for anyone impacted by the new law.

    I break down real-world examples to show exactly how these changes will affect individuals—particularly teachers, former public employees, and those with pensions exempt from Social Security. Whether you’re waiting for retroactive benefits or trying to understand the tax implications, I’ve got you covered with the essential information you need.

    You will want to hear this episode if you are interested in...
    • (1:07) Changes to the Social Security Fairness Act
    • (2:57) Benefits and retroactive payments
    • (5:05) How the Social Security Fairness Act works
    • (6:52) How the spousal benefit works
    • (6:30) How the new law will impact retirees
    • (11:32) How survivor benefits now work
    • (14:05) The impact of the Windfall Elimination Provision
    • (15:16) What do you need to do?
    • (16:57) How Social Security benefits are taxed
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Download my entire book for FREE
    • Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) update
    • Apply for Social Security at https://www.ssa.gov/myaccount/
    • Episode #217: Will Social Security Become Tax-Free?
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan
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    20 分
  • Understanding Reverse Mortgages: Unlocking Home Equity for Retirement Income with Mitch Cooper, #242

    Understanding Reverse Mortgages: Unlocking Home Equity for Retirement Income with Mitch Cooper, #242
    2025/02/25

    What is the best way to access equity in your home for retirement income? In this episode of Retire with Ryan, host Ryan Morrissey is joined by Mitch Cooper, a Certified Reverse Mortgage Professional with Mutual of Omaha, to explore this very question.

    Mitch returns to the show to share his expertise on reverse mortgages, a powerful tool that allows retirees to tap into the equity of their homes without having to sell. Whether you’re considering this option for supplemental income or simply want to understand how it works compared to other alternatives like home equity loans, this episode provides valuable insights into how reverse mortgages can help secure your financial future in retirement.

    You will want to hear this episode if you are interested in...
    • (0:00) Learn more about Mitch Cooper, a Certified Reverse Mortgage Professional
    • (0:53) What is the best way to access equity in your home for retirement income?
    • (2:25) How reverse mortgages differ from home equity loans and lines of credit
    • (5:41) Requirements and eligibility for reverse mortgages, including age and equity
    • (7:41) The impact of interest rates on reverse mortgage loan amounts
    • (8:45) The protections offered by reverse mortgages, including the non-recourse nature
    • (10:36) Other requirements for obtaining a reverse mortgage
    • (16:06) Comparing reverse mortgages to annuities and their role as longevity insurance
    • (25:14) How closing costs work with a reverse mortgage
    • (30:36) The process of obtaining a reverse mortgage
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Download my entire book for FREE
    • The National Reserve Mortgage Lending Association
    • Mitch Cooper (Mutual of Omaha)
    • Connect with Mitch on LinkedIn
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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    36 分

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