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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エピソード
  • When an Annuity Makes Sense: A Real-Life Example with Andy Panko, #232

    When an Annuity Makes Sense: A Real-Life Example with Andy Panko, #232
    2024/12/17

    How can an annuity help you secure income in retirement? Annuities often come with a reputation for being complicated, expensive, and overhyped—but they aren’t one-size-fits-all. The truth is, while they’re not the best solution for everyone, there are situations where they can provide the guaranteed monthly income some retirees need.

    In this episode, I’m joined by Andy Panko, CFP®, RICP®, EA, and President of Tenon Financial. Together, we’ll cut through the confusion and explore when an annuity might actually be the right fit for your retirement strategy.

    You will want to hear this episode if you are interested in...
    • [1:40] Two ways to generate income in retirement
    • [3:07] Real-life scenario: When you might want an annuity
    • [12:36] How an indexed annuity works
    • [16:39] Do annuities have inflation adjustments?
    • [20:13] Calculating the rate of return
    • [23:42] Why a good financial advisor is important
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Tenon Financial
    • Andy Panko on LinkedIn
    • The 7 Myths About Indexed Universal Life Insurance
    • ImmediateAnnuities.com
    • Financial Planning Association
    • Charles Schwab Income Annuity Calculator
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan
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    27 分
  • Are Donor-Advised Funds A Smart Tax Move? Ep #231

    Are Donor-Advised Funds A Smart Tax Move? Ep #231
    2024/12/10

    Last year, Americans donated $558 million to charities. 69% of those donations come from individuals. They also donated 4.1 billion hours to charities.

    If you are someone making a donation to a charity, you need to know how they can help you reduce your taxes. One way to do that is through a donor-advised fund.

    What is a donor-advised fund? How does it work? Should you consider using one for charitable giving? I’ll cover the details in this episode.

    You will want to hear this episode if you are interested in...
    • [1:39] Sign up for my newsletter at RetireWithRyan.com
    • [3:05] What is a donor-advised fund?
    • [4:51] How is this different from other contributions?
    • [5:51] Who should consider a donor-advised fund?
    • [10:15] Who offers donor-advised funds?
    • [11:05] Pros/cons of donor-advised funds
    • [12:40] Additional benefits of using a donor-advised fund
    • [13:27] How to choose the right charity
    • [14:34] What are your next steps?
    Resources Mentioned
    • Sign up for my newsletter at RetireWithRyan.com
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Charity Navigator
    • Pros and Cons of Donor-Advised Funds
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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    17 分
  • 11 Potential Tax Changes Under A Trump White House, #230

    11 Potential Tax Changes Under A Trump White House, #230
    2024/12/03

    What could a Trump White House and Republican-controlled Congress mean for your finances? In this episode, we break down the potential tax changes—from individual tax brackets to business deductions and state taxes—that could impact your bottom line. Tune in to understand the areas with low, moderate, and high potential for change and what steps you should consider if you live in a high-tax state.

    You will want to hear this episode if you are interested in...
    • [1:19] Sign up for my weekly newsletter
    • [2:28] Area of low potential for changes
    • [4:25] Area of moderate potential for changes
    • [10:05] Area of high potential for changes
    • [14:18] What to do if you’re in a high-tax state
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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    16 分

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