Ryan Morrissey - Podcast Details

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Retire With RyanSix Tactical Moves for Navigating Down MarketsThis time, we're featuring financial insights from co-host Ryan Morrissey, who's here to help you navigate this turbulent financial landscape. We'll explore the recent volatility sparked by President Trump's tariff announcements and discuss the remarkable market rebound that followed. Ryan also lays out six strategic moves you can make to optimize your investment strategy during these downturns, whether it's buying the dip, rebalancing your portfolio, or taking advantage of tax efficiencies. Stay tuned for valuable tactics and practical advice to bolster your financial well-being and prepare for a successful retirement. Let's get started with Retire with Ryan!2025-04-1517 min

Retire With Ryan4 Strategies to Avoid Tax Tsunami When Working Beyond 73 Years OldAs you get closer to the age of 73, it's more and more important to understand the financial strategies you can use to avoid a "tax tsunami" or "tax bomb." In this episode, I break down the basics of RMDs, explaining how they are calculated and the importance of planning ahead. You’ll want to make a note of these four key strategies to reduce your RMDs and ensure a smoother financial journey as you transition into retirement. From starting withdrawals before the age threshold to considering Roth conversions and qualified charitable distributions, we share practical ins...2025-04-0821 min

Retire With RyanCan Elon Musk and Doge Take Away My Social Security Benefit?In this episode, I address listener concerns about the future of Social Security, especially given recent changes under President Trump's administration and the involvement of the Department of Government Efficiency (Doge). I’ll dive into the current state of Social Security, the potential impact on your benefits, and how you can maximize those benefits moving forward. With solvency concerns looming, I’ll help you better understand what’s at stake and how to make smart decisions for your retirement. You will want to hear this episode if you are interested in... (0:00) Can Elon Musk and Dog...2025-04-0112 min

Retire With RyanFBI Warning On Suspicious Text MessagesIn this episode of Retire with Ryan, I’m talking about the growing threat of smishing, a type of phishing scam where fraudulent text messages try to trick you into revealing personal information like your social security number, bank account details, or credit card information. I’ll explain how these scams are targeting individuals like you and share some important tips on how to protect your phone and investment accounts from being compromised. It's crucial to stay informed and secure, and I’m here to help you navigate these risks. You will want to hear this episode if you...2025-03-2514 min

Retire With Ryan4 Ways To Get More Money Into Your 401K PlanMaximizing your retirement plan contributions is one of the most powerful ways I can help you secure your financial future. As we near the end of the first quarter of 2025, it’s the perfect time to review your contributions. In this episode, I break down how you can ensure you're contributing the maximum allowable amount and why it’s essential to do so. I explain how to calculate your contribution limits based on your salary and pay frequency, so you can easily determine how much you should be setting aside per pay period. If you haven...2025-03-1818 min

Retire With RyanHow Can I Protect My Portfolio From What’s Happening in Washington?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 intere...2025-03-1117 min

The Rebooting ShowAdam Ryan on why newsletters are a channel, not a business modelAdam Ryan, CEO of Workweek, joined me this week to discuss his recent warning that the newsletter sector is overheated. Some points from the conversation:Newsletters are a commodity. The number of newsletters is growing faster than the number of readers. AI tools and cheap platforms like Beehiv have made launching one easy, but most newsletters lack true audience affinity.The inbox is not really a direct connection. It’s a platform like any other, subject to change. Apple’s Mail Privacy Protection has broken open rates, AI tools like Superhuman summarize newsletters without opening them, and inboxes are...2025-03-1053 min

Retire With RyanWhen Can I Expect An Increase In My Social Benefit Increase Due To The Fairness Act?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 covere...2025-03-0419 min

Retire With RyanUnderstanding Reverse Mortgages: Unlocking Home Equity for Retirement Income with Mitch CooperWhat 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 loa...2025-02-2536 min

Retire With RyanNavigating the 1031 Exchange with Eric Brecher, #241In this episode of Retire with Ryan, we’re diving into the ins and outs of 1031 Exchanges with expert Eric Brecher. As Executive Vice President at the Chicago Deferred Exchange Company, Eric brings years of experience in navigating this complex IRS provision, which allows real estate investors to defer capital gains taxes when selling property. If you're interested in real estate investments and the potential tax advantages that come with them, this episode is a must-listen. Eric explains everything from the basics of a 1031 Exchange to key strategies, common pitfalls, and the crucial role of a Qualified Int...2025-02-1842 min

Retire With Ryan10 Penalty-Fee Withdrawal Options For Retirement PlansWhen it comes to retirement plans, the general rule is that you can’t access funds in your retirement account(s), without penalty, until age 59 ½. If you withdraw funds prior to 59 ½, you’ll get hit with a 10% penalty and income tax (if coming from a non-Roth account). But there are some instances in which you can make withdrawals penalty-free. We’ll dive into this in this episode of Retire with Ryan. You will want to hear this episode if you are interested in... [0:55] Why you should hire a fee-only financial advisor [2:32] When can you access retirement accounts? ...2025-02-1115 min

Retire With RyanAI Stocks, Interest Rates, and Market Trends with Michael CollinsWill AI stocks like NVIDIA continue their meteoric rise, or are we heading toward a market correction? What do recent Federal Reserve decisions mean for your investments and mortgage rates? And is it time to reconsider small-cap stocks? In this episode, I sit down with Michael Collins, CEO of WinCap Financial, to tackle the biggest financial trends of 2025. We discuss the future of AI-driven investing, the Federal Reserve’s impact on interest rates, and whether large-cap stocks will remain dominant. This episode is a must-listen! You will want to hear this episode if you are int...2025-02-0428 min

Retire With RyanGetting Emergency Money From Your 401k, #238In an ideal world, everyone should aim to keep 3–6 months of living expenses in an emergency fund. But let’s face it—building that kind of safety net isn’t always easy. For many pre-retirees, most savings are tied up in retirement accounts, leaving limited options for unexpected expenses. So, what can you do if an emergency arises? In today’s episode, I’ll walk you through how to access emergency funds from your 401(k) and explore strategies to help you stay prepared for life’s unexpected challenges. You will want to hear this episode if you are int...2025-01-2808 min

Retire With RyanHealth Insurance Options If You Retire Before Age 65If you retire early (before 65), you’re too young to qualify for Medicare. So what are your health insurance options? In this episode of Retire with Ryan, I’ll address five different options you have to get health insurance. I’ll also share some ways you can lower the cost of your premiums to keep coverage affordable until you qualify for Medicare. You will want to hear this episode if you are interested in... [1:01] Health insurance options if you retire early [3:03] Option #1: Don’t get health insurance [4:11] Option #2: See if you qualify for Medicaid [5:38] Option #3: Get on COBRA...2025-01-2116 min

Tradecraft PodcastEPISODE 241 RYAN SOOKThe madly talented Ryan Sook returns to the podcast to talk about his new limited series, BLACK CANARY, with Tom King, for DC Comics. We shop nearly the entire episode, and trade some of the highs and lows of our careers.* Instagram https://www.instagram.com/rsookart/* Felix Art https://www.felixcomicart.com/artistgalleryroom.asp?artistid=600 Past guest, Andrew Robinson (episode 159) and his family lost their home in the Eaton fire that devastated Altadena, CA. While he and his family are safe, Andrew lost his studio and artwork in...2025-01-141h 45

Retire With RyanHow the Social Security Fairness Act Could Impact Your Retirement IncomePresident Biden recently signed the Social Security Fairness Act into law, bringing significant changes to Social Security benefits for millions of public school teachers and former public employees. This new legislation eliminates provisions that previously reduced or limited their benefits. In this episode, I’ll break down how the bill works, who it impacts, what it means for you, and what steps you need to take to claim any additional benefits you may be eligible for. You will want to hear this episode if you are interested in... [0:45] Social Security Fairness Act [1:24] Download my ne...2025-01-1415 min

Retire With Ryan2025 Stock Market PredictionsHappy New Year! As we step into 2025, it’s time to reflect on the lessons of the past year and anticipate what’s ahead. In this episode, I take a deep dive into my 2024 market predictions—where I was right, where I went wrong, and the key takeaways to help guide your investment decisions moving forward. The S&P 500 delivered a remarkable 23.8% return, Bitcoin soared by 121%, and interest rates shifted more than expected. How did these compare to my forecasts? I’ll share the details and insights that shaped last year’s performance. Then, we’ll turn our focus to...2025-01-0719 min

Retire With RyanDissecting the Keys to Successful Investing with Larry SwedroeIn this episode, I’m joined by Larry Swedroe, a thought leader in evidence-based investing and former Chief Research Officer at Buckingham Strategic Wealth. Larry has authored over 18 books that have shaped the way people think about personal finance, and now, after 28 years in the industry, he’s sharing the most valuable lessons he’s learned in retirement planning and investing. In this episode, we dive into his latest book, Enrich Your Future: Keys to Successful Investing. Through 40 captivating stories, Larry exposes the myths and misconceptions that many investors hold, often perpetuated by Wall Street, and rep...2024-12-3145 min

Retire With RyanHow Rich Were The McCallisters In Home Alone?Happy Holidays and welcome to a special Christmas Eve episode of Retire with Ryan! To celebrate the season, I’m embracing the holiday spirit with a financial twist on the iconic Christmas movie, Home Alone. This 1990 classic has become a Christmas staple, featuring young Kevin McCallister, who’s accidentally left behind while his family flies to Paris for Christmas vacation. Armed with creativity and courage, Kevin outsmarts two bumbling burglars with a series of clever traps before his family returns home. But today, I’m looking at Home Alone through a different lens. As your financial...2024-12-2422 min

Retire With RyanWhen an Annuity Makes Sense: A Real-Life Example with Andy PankoHow 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...2024-12-1727 min

Retire With RyanAre Donor-Advised Funds A Smart Tax Move?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 new...2024-12-1016 min

Retire With Ryan11 Potential Tax Changes Under A Trump White HouseWhat 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...2024-12-0316 min

Retire With RyanMistakes To Avoid During Medicare Open Enrollment with Danielle Roberts, #229How does Medicare Open Enrollment work? Do you need a supplement plan? How do you choose between a Medigap or Medicare Advantage plan? Navigating these questions can be overwhelming. That’s why Danielle Roberts—co-founder of Boomer Benefits and the author of “10 Costly Medicare Mistakes You Can't Afford to Make”—joins me in this episode to help you avoid common pitfalls during Medicare Open Enrollment. You will want to hear this episode if you are interested in... [1:42] How Medicare open enrollment works [3:45] Do you need a supplemental plan? [5:13] How CMS changes impact plans [9:37] Comparing Medigap vs Me...2024-11-2629 min

Retire With Ryan2025 Medicare IRMAA Surcharge UpdatesOn November 8th, 2024, Medicare announced that in 2025, Medicare Part B will cost $185 per month per person—an increase of about $10.30 from 2024. Keep in mind, if your income is above a certain point, you’ll have to pay an “Income-Related Monthly Adjusted Amount,” or “IRMAA” tax. Is there a way to avoid paying the IRMAA surcharge? I share some strategies in this episode of Retire with Ryan. You will want to hear this episode if you are interested in... [1:25] How to get a FREE copy of “10 Costly Medicare Mistakes” [2:20] The cost of Medicare Parts A, B, and D in 2025 [4:26...2024-11-1914 min

Retire With Ryan5 Overlooked Tax Benefits of 529 PlansIn this episode, we’re diving into the often-overlooked tax benefits of 529 plans. Most people know that 529 plans can help cover college expenses, but there are other valuable perks beyond just tuition savings. From paying down student loans to making the most of tax deferral advantages, this episode breaks down five key tax benefits you may not be aware of. Let me help you maximize the potential of your 529 plan. You will want to hear this episode if you are interested in... [1:39] What are 529 plans? [3:04] Repaying student loans [4:14] Covering K-12 expenses [5:20] Tax deferral [8:10] Roth conver...2024-11-1216 min

The Perfect RIAEducation, Independence, and Growth with Guest Ryan Morrissey [Episode 282]From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew Jarvis, Ryan opens up about weathering the 2008 financial storm and making the calculated leap to launch his own RIA. Who says you need a traditional marketing playbook? Ryan reveals how teaching classes and seminars became his secret weapon for client acquisition. He breaks down the productivity-boosting power of Surge meetings, shares his approach to streamlining investment management, and explains how retirement guardrails help clients navigate their spending without losing sleep. Ryan also...2024-11-1124 min

Retire With RyanDo Small-Cap Stocks Offer Greater Growth Potential Than Large-Cap Stocks?The S&P 500 is having another stellar year, yet small-cap stocks—representing the smallest publicly traded companies in the United States—haven't performed as well. While this might seem like a downside, it can also present unique opportunities for investors. In this episode, we’ll dive into the pros and cons of investing in small-cap stocks, the potential growth they offer, and how you can get started. You will want to hear this episode if you are interested in... [0:51] Should you consider investing in small-caps? [1:59] What are small-cap stocks? [3:28] Pros and cons of small-cap stocks [5:00] The growth p...2024-11-0513 min

Retire With RyanWill the Outcome of the Presidential Election Impact the Stock Market?The 2024 election is just days away, and soon you'll have your final chance to cast your vote. With so much at stake, many are anxious about how the markets might respond based on who takes the White House. In this episode of Retire with Ryan, I’ll dive into what we could expect from a Trump or Harris presidency—and explain why, no matter the outcome, it shouldn't drastically change your investment strategy. You will want to hear this episode if you are interested in... [2:37] The state of the Presidential election [6:00] How the stock market is impac...2024-10-2915 min

Retire With Ryan7 Ways to Keep Your Estate from Landing in ProbateIn some states, probate is avoidable. However, in many states, you can avoid having your estate go through the probate process. I recently went through the probate process when my grandfather passed away and I helped my father settle his estate. It is far easier for your family to settle your estate once you’re gone if it doesn’t go through probate. So, in this episode, I’ll cover 7 things you can do to keep your estate from landing in probate. You will want to hear this episode if you are interested in... [1:57] Settling my grandfath...2024-10-2218 min

Retire With Ryan7 Steps To Protect Your Schwab Accounts From HackersProtecting your finances from hackers is more critical than ever. Cybercriminals are getting more sophisticated, accessing sensitive information like social security numbers and attempting to steal directly from financial accounts. I recently experienced this firsthand when someone impersonated one of my clients. The fraudster knew my client’s social security number and tried to withdraw funds under the guise of an emergency. Fortunately, we were suspicious and confirmed the scam before any money was lost. This encounter highlights the importance of being proactive about securing your accounts. That’s why, in this episode, I’ll share s...2024-10-1516 min

Retire With RyanCan I Do A Roth Conversion Before Age 59 ½? #222Age 59 ½ is the magic age at which you can start taking distributions from retirement accounts without a penalty. This listener is wondering if he can convert part of his IRA to a Roth IRA even though he’s not 59 ½. And if he goes ahead with the conversion, will it be subject to the 10% penalty? Listen to this episode to find out. You will want to hear this episode if you are interested in... [1:09] Attend a Retirement Readiness Review Workshop [2:26] The basics of a Roth IRA/Roth conversion [5:18] The first way you can do a Roth conversion [8:20] How to...2024-10-0813 min

Retire With Ryan7 Year-End Tax Moves For Pre-Retirees, #221It can be overwhelming to think about what you can do to minimize your tax burden. That’s why, in last week’s episode, we covered 7 year-end tax moves for retirees. This week, we’ll tackle what those nearing retirement need to dive into at the end of every calendar year. We all need to be mindful of how our decisions impact our tax burden and this is a great place to start! You will want to hear this episode if you are interested in... [1:16] Tip #1: Maximum your contributions to your retirement plans [4:05] Tip #2: Consider a Mega Back...2024-10-0119 min

Retire With Ryan7 Year-End Tax Moves For RetireesTax planning—and anything related to taxes, in general—isn’t most people’s favorite topic. But because we’re getting toward the end of the year, it’s actually a great time to think about tax planning and all of its benefits. In this episode of Retire with Ryan, I’ll share 7 things you should think about that can (and will) help save you money in retirement. You will want to hear this episode if you are interested in... [1:17] Check out my course: Retirement Readiness Review [2:14] Tip #1: Look at your Social Security taxes [3:57] Tip #2: Watch your income onc...2024-09-2417 min

Retire With RyanHow To Get More Retirement Income Using Retirement Guardrails with Matthew JarvisYou’ve likely spent your entire lifetime saving for retirement. How do you make sure the money lasts as long as you do? How do you make sure you enjoy your retirement? It’s a balancing act for which there may be a solution. Matthew Jarvis is a Financial Advisor who runs Jarvis Financial, located in Seattle, WA. He’s also the host of the podcast “The Perfect RA” and the author of the book “Delivering Massive Value.” In this episode of Retire with Ryan, Matthew discusses the concept of retirement guardrails, how they work, and who they’re...2024-09-1727 min

Retire With RyanHow Much Do I Need To Retire? #218How much money do you need to save for retirement? $500,000? $2 million? The answer will never be the same. It’s specific to you. So how do you figure it out? In this episode of Retire with Ryan, I’ll share five steps you can follow to determine how much you need to retire. You will want to hear this episode if you are interested in... [1:25] Step #1: Calculate your budget for retirement [4:11] Step #2: Calculate what you’ll receive from Social Security [5:10] Step #3: Are you eligible for a pension? [5:40] Step #4: Will you have any other income sources? [6:27] Step #5: Look at...2024-09-1012 min

Retire With RyanWill Social Security Become Tax-Free?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 cover the details in this episode of Retire with Ryan. You will want to hear this episode if you are interested in... [1:35] How to get a copy of my new book! [2:20] The potential impact of Soci...2024-09-0313 min

Retire With RyanHow Parents Can Best Manage Student Loans with Erik KrollDid 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 is student debt. In this episode of Retire with Ryan, Erik Kroll shares the best way to manage student loan repayment. You will want to hear this episode if you are interested in...2024-08-2728 min

Retire With RyanBreaking Down The IRS's New Finalized Regulations On Inherited Retirement AccountsIf 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 will want to hear this episode if you are interested in... [1:57] The SECURE Act’s impact on inherited IRAs [4:21] The new IRS regulations [6:30] Eligible designated beneficiaries [7:52] Non-eligible designated beneficiaries [11:07] Do some tax projections [12:34] Satisfying d...2024-08-2015 min

Retire With RyanNew NAR Rules Governing Real Estate Sellers and Buyers With Raquel FernandezIn 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. Raquel Fernandez—a realtor with over 20 years of experience—joins me to share what the changes look like for buyers, sellers, and their brokers. Anyone who owns a home—or is looking to buy one—needs to know this information. You will want to hear thi...2024-08-1332 min

Retire With RyanFinancial Steps To Take After A DivorceWhat 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 what really matters—rebuilding your life. You will want to hear this episode if you are interested in... [0:45] Recap of the last two episodes [1:15] Organize your net worth and budget [4:27] Review insurance coverag...2024-08-0616 min

Retire With RyanFinancial Steps To Take During Divorce With Renée BauerIn 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 attorney and mediator—joins me in this conversation to help flesh out the details. Renée has been practicing law since 2003. She’s also the author of two books, “Divorce in Connecticut,” and “She Who Wins” and the hos...2024-07-3032 min

Retire With RyanUnderstanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206What 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 and create opportunities for long-term wealth. He shares how to navigate the factors that impact the market—including Federal Reserve policy, elections, and general trends—in this episode of Retire with Ryan. You will want to hear this episode if y...2024-06-1824 min

Retire With RyanHow to Evaluate if Your Financial Advisor Is Delivering ValueHow 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 cover each of these areas in detail in this episode. I’ve also included a checklist you can use to make sure your current financial advisor is delivering value. This is Part 5 of a five-part series about financial planners...2024-06-1222 min

Retire With RyanWhat To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4)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 what the relationship will look like). This is Part 4 of a five-part series about financial planners to celebrate the release of my first book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor.” You will w...2024-06-0528 min

Retire With Ryan9 Ideas For Investing Your Tax RefundDo 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 want to hear this episode if you are interested in... [1:42] Why are you getting a tax refund? [2:36] Idea #1: Save it for next year's taxes [3:03] Idea #2: Increase your savings [4:05] Idea #3: Pay down hi...2024-04-1011 min

Retire With RyanSave Taxes On Your 401K Through Net Unrealized Appreciation (NUA)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 episode if you are interested in... [1:00] Sign up for my Retirement Readiness Review! [1:26] What is net unrealized appreciation? [3:31] How net unrealized appreciation works [5:05] How to process the distribution [7:41] Where people run into prob...2024-04-0313 min

Retire With Ryan2023 Roth IRA and Traditional IRA Contribution LimitsAs 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] Sign up for Retirement Readiness Review! [1:49] Traditional IRA contributions/deductions [6:45] Roth IRA contribution limits [9:02] The spousal IRA [10:22] Non-deductible IRA contributions Traditional and Roth IRA basics Everyone with earned income can contribute to an IRA or Roth IRA (up un...2024-03-2015 min

Retire With Ryan7 Reasons To Invest In A Taxable Brokerage Account with Shaun JonesWhat 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 in this episode of Retire with Ryan. You will want to hear this episode if you are interested in... [1:53] A brokerage account gives you increased flexibility [7:10] You have some control over taxes with a brokerage account [9:56] One strategy for a brokerage account [14:22] A brokerag...2024-02-2827 min

Tradecraft PodcastEPISODE 219 - RYAN CODYRyan Cody joins me to talk about his comic convention, AZ CAF happening on March, 9th, in Phoenix—and the business of comics. We have a lively talk about freelance career challenges, our love for the medium, and how important relationships with fellow creators are.* Linktree linktr.ee/ryancody* AZ CAF Convention Website https://azcomicartfest.com/* Website https://super75studios.com TRADECRAFT is a reader & listener-supported publication & podcast. Please consider becoming a free subscriber to receive new posts and ep...2024-02-201h 30

Retire With RyanSuper Bowl XLVIII Fun Facts and Sports Betting TaxationLast 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 the 68 million Americans estimated to bet over $23.1 billion on the Super Bowl this year, how will winning impact your income taxes? Learn what you need to be mindful of—and some fun Super Bowl XL...2024-02-1416 min

Retire With RyanLower Your Taxes In Retirement With A Qualified Charitable DistributionAs 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 is, how you make one, and how it can help lower your taxes. I’ll also share a few examples of what a QCD might look like. You will want to hear this episode if you a...2024-01-3114 min

Retire With RyanShould You Invest in a Bitcoin ETF?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 episode if you are interested in... What is Bitcoin? [1:42] Unpacking Bitcoin ETFs and three things to look for when buying [5:39] Should you buy a Bitcoin ETF? [8:59] Understanding Bitcoin In a...2024-01-2413 min

Retire With Ryan5 Resolutions to Grow Your Money in 2024With 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 interested in... Opening a high-yield savings account [1:28] Investing the money in your HSA [7:16] Putting your money in a Roth account [10:09] Getting a better handle on your finances [12:47] Making charitable donations [14:10] Get ready for hi...2024-01-1717 min

Retire With Ryan6 Market Predictions for 2024Now 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 ahead to 2024 [11:43] Looking back at 2023 In 2023, I made a set of market predictions that turned out to be a mix of spot-on calls and a couple of surprises. The S&P 500, despite a shaky st...2024-01-1014 min

Retire With RyanSeparating Post-Tax Money from a Traditional IRAHave 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. You will want to hear this episode if you are interested in... What is a rollover? [1:42] Why you should separate pre-tax and post-tax money [4:42] How to separate post-tax money from a traditional IRA [7:02] Understanding the IRA rollover proc...2023-12-2712 min

Retire With RyanDefining Your Social Network in Retirement with Craig ColvettWe 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 maintaining a diverse social network. You will want to hear this episode if you are interested in... What is a life coach? [1:15] How life coaching can help you in retirement [4:47] Building a social network and finding re...2023-12-1326 min

Retire With Ryan7 Most Frequently Asked Social Security QuestionsAre 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 are interested in... When am I eligible to collect Social Security benefits? [2:30] How much will I earn from Social Security? [5:12] What are spousal benefits and how do they work? [7:34] What are divorced spousal benefits? [8:36] Can I work...2023-12-0617 min

Retire With RyanHow to Avoid a Bad 403(b) or 457 Retirement Plan, #177After 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 can take toward better retirement solutions. You will want to hear this episode if you are interested in... The teacher retirement problem [1:33] What are 403(b) and 457 retirement plans? [3:41] Avoiding high costs and variable annuity retirement pl...2023-11-2915 min

Retire With Ryan7 Backdoor Roth IRA Mistakes to AvoidWant 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... What is a backdoor Roth IRA? [1:44] The Pro-Rata rule [3:49] Keeping IRA costs down [6:36] Completing the necessary paperwork [8:02] Why you need to invest [9:40] Reconciling your IRA providers [11:07] Making sure you have the correct retirement plan [11:34] Un...2023-11-2213 min

The MoneyPotIs it the End of Relationship Banking hosted by Ryan Falvey with Jelena McWilliams, Itai Damti, and Mary DentMONEY20/20 LIVE Series!!Join us on a deep expedition into the intricate realm of banking in the modern era. We guarantee you'll gain valuable insights from our guest host, Ryan Falvey of Restive Ventures and distinguished panelists - former FDIC chairman Jelena McWilliams; Itai Damti, the CEO and founder of Unit; and seasoned banker Mary Dent. Together we'll pull back the curtain on the challenges the banking industry grapples with, pinpointing the unique circumstances that led to the failure of Silicon Valley Bank and the regulatory responses that followed.Why are banks reluctant to serve...2023-11-1740 min

The MoneyPotMoney20/20 LIVE: Move Over Europe, North America's the New Open Banking Champ!LIVE AT MONEY20/20 SERIES: Fasten your seatbelts and ready your minds for a thrilling ride into the booming world of open banking. We promise a journey of discovery, where we'll delve into the regulatory and market conditions that have catapulted this innovative industry into the stratosphere. Led by our guest host Don Cardinal of FDX, our fellow travellers in this exploration are none other than Kimberly Bella from Visa, Lisa Novier from EnvestNet, and Ryan Fairley from Navy Federal Credit Union. Together, they'll dissect the phenomenal growth of FDX, the open finance ecosystem that securely energizes the fi...2023-11-1634 min

Retire With Ryan7 Year-End Tax Moves to Consider for 2023As 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 interested in... Contribute to a state-sponsored 529 Plan [1:47] Take a tax loss [4:13] Perform a Roth conversion on your retirement account [4:58] Set up a 401k or profit-sharing plan as a small business [8:18] Purc...2023-11-1512 min

Retire With RyanHow to Turn Your Investment Losers Into Winners With Tax Loss Harvesting, #174As 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 in... Developing tax-efficient investment strategies [1:44] The ins and outs of tax loss harvesting [5:52] Consolidating mutual funds and switching to ETFs [11:36] Creating a tax-efficient investment portfolio Developing tax-efficient investment strategies involves a careful understanding...2023-11-0814 min

Retire With RyanHow to Set Up Your Estate Plan with Natalie PerryDo 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 post-mortem transition for your family and loved ones. You will want to hear this episode if you are interested in... What is estate planning? [1:14] Essential documents for estate planning [4:12] Using a trust...2023-11-0128 min

Retire With RyanSocial Security COLA and Medicare Part B Changes in 2024A 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 this episode if you are interested in... Diving into the 2024 Social Security cost-of-living-adjustment [1:22] Changes for Medicare and Part B premiums [4:38] Increases to the Social Security Wage Base [8:06] Does COBRA count as creditable coverage instead of signing up fo...2023-10-2513 min

Retire With RyanShould You Make Small-Cap Stocks a Part of Your Portfolio?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 large-cap stocks [1:18] Evaluating stock market performance to construct your portfolio [3:27] Investment strategies for small-cap stocks [5:19] The pros and cons of small-cap stocks As the stock market recovers from a tough August and July, now is a...2023-10-1808 min

Retire With RyanHow You Can Lower Your Retirement Plan CostsA 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 interested in... The three levels of retirement plan fees [2:29] Active funds vs. index funds [6:55] Using a brokerage window to diversify your investment options [12:07] Understanding retirement plan fees Understanding the th...2023-10-1115 min

Retire With RyanWhat Is the Best Month to Own Stocks?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 receiving social security benefits from your ex-spouse. You don’t want to miss it! You will want to hear this episode if you are interested in... Receiving social security benefits from an ex-spouse [1:44] Exam...2023-10-0412 min

Experts SpeakWhat it Takes to Retire Wealthy with Ryan MorrisseyRetirement planning expert, Ryan Morrissey, can help you take the fear out of retirement so that you can retire wealthy. As a fee-only financial advisor, Ryan works with clients 50 years old and above to ensure they have consistent income, are saving on taxes, and are investing properly for them. Listen to this interview and then listen to Ryan's podcast. Then reach out to Ryan at his website to see how he can help you with what it takes to retire wealthy. And save 25% on Ryan's retirement planning on-demand course with Code: DELON25 at https://www.retirewithryan.com/ondemand. 2023-10-0420 min

Retire With RyanMy Review of the TD Ameritrade and Schwab MergerThe 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... Unpacking the merger between TD Ameritrade and Charles Schwab [1:38] Where have my spouse’s accounts gone? [3:38] Issues with tax withholding [6:06] Using caution before changing beneficiaries [9:21] Better notifications for financial planners [10:30] Final thoughts on the merg...2023-09-2715 min

Retire With Ryan5 Medicare Open Enrollment Mistakes to AvoidAs the air crisps and the leaves change, you know what that means: Fall is here! But it also means that Medicare Open Enrollment is about to begin. On this episode, I’m going over five Medicare Open Enrollment mistakes you want to avoid and answering a listener's question about Health Savings Accounts. You will want to hear this episode if you are interested in... Can you draw from two HSA accounts to pay for one individual's medical expenses? [1:43] Is it too early to start looking at enrollment options? [4:13] Is last year’s Medicare plan still the...2023-09-2013 min

The Healing ClubThe Zero Effect with Bob MorrisseyOnce again, not a movie podcast. I don't have a guest, so I extemporize alone and go on and on with political theories buttressed by books I've read: DEPRESSION: A PUBLIC FEELING, by Ann Cvetkovich; THE FIRST TYCOON: THE EPIC LIFE OF CORNELIUS VANDERBILT, by T.J. Stiles; INDIGNATION, by Philip Roth; THE PROBLEM OF DEMOCRACY, by Nancy Isenberg and Andrew Burnstein; and CUBA: AN AMERICAN HISTORY, by Ada Ferrer. I don't at all expect anyone to listen to this backwash cataract of stream of consciousness poetry and fatuous name dropping. I just made it. So what? This has...2023-09-1646 min

Autistically Unapologetic with Devin MorrisseyEpisode 5: Sharing Similar Love On The Spectrum ExperiencesDevin is thrilled to welcome a fellow supporting cast member from the beginning of the "Love On The Spectrum" franchise, Ryan Handbury, to the podcast. Ryan is a geography expert who not only enjoys hiking, bike-riding, and kayaking, but enjoys learning different languages from all over the world. His passions are to travel the world, as he has so far already visited 17 countries, and to entertain with his creative imagination and sense of humor. He is a supporting cast member on both inagural two seasons of Netflix's and Northern Pictures' award-winning docu-series, "Love On The Spectrum". Ryan and Devin...2023-09-1324 min

Retire With RyanWhen Is a Good Time to Purchase Home Heating OilThe last thing on your mind is probably home heating oil while summer is still in full swing. But with cold nights around the corner, now is the time to start preparing for rising heating oil prices! On this episode, I’m taking a look at past pricing for home heating oil, what influences oil rates, and when YOU should restock home heating oil before the winter. You will want to hear this episode if you are interested in... Historic home heating oil costs [1:51] Influences on the price of home heating oil [3:58] When is the best ti...2023-09-1309 min

Retire With RyanMaintaining Your Sense of Purpose in RetirementSo many 80’s kids fell in love with action movies because of the work of Arnold Schwarzenegger. Myself included! So I was delighted to discover the Netflix documentary Arnold, which details the life and career of the body-builder turned movie star turned California governor. What inspired me about this film was Arnold’s sense of purpose throughout all of his accomplishments. So on this episode, I’m giving you my seven takeaways from the Arnold documentary to help you maintain a better sense of purpose in retirement. You will want to hear this episode if you are intere...2023-09-0611 min

Retire With RyanIs Now a Good Time to Purchase a Second Home?With home interest rates recently hitting 20-year highs, you may wonder if now is a good time to purchase your retirement home or a second home? On this episode, I'm going to discuss what you should consider before signing on the dotted line and making such a big commitment. You will want to hear this episode if you are interested in... The current state of home interest rates [1:38] Is NOW a good time to buy? [3:00] How do you finance the purchase of a second home? [4:37] Things to consider before starting the home-buying process [6:41] What’s goi...2023-08-3011 min

Retire With RyanThe 3 Best Ways to Save for RetirementWhen people find out that I am a financial advisor, they usually ask me about retirement. Specifically, they want to know the best ways to save in order to secure their financial future. So in this episode, I’m giving you my three favorite ways to save for retirement and the pros and cons of each strategy. You will want to hear this episode if you are interested in... The pros and cons of a 401k [1:33] The pros and cons of a Roth IRA [8:03] The pros and cons of a Health Savings Account [11:32] Getting the ful...2023-08-2318 min

Retire With RyanHow to Determine Your Asset Allocation2023 is off to a great start for investors! This means now is the perfect time to make sure your asset allocation is optimized for the highest possible returns. On this episode, I’m doing a brief review of asset allocation, diving into why you should know the breakdown of your investments, and exploring the ways you can determine what your current asset allocation is. You will want to hear this episode if you are interested in... Reviewing the concept of asset allocation [1:15] Preparing your asset allocation for 2023 [3:13] Four ways to determine your current asset allocation [5:34] Al...2023-08-1612 min

Founders In LAShaking It Up: Ryan Morrissey on Revolutionizing Event Planning with Happiest OursIn this captivating episode of the Founders in LA podcast, we're joined by Ryan Morrissey of Happiest Ours. Dive into the world of startup founders as he discusses Happiest Ours, a unique marketplace that lets you book bartenders and purchase alcohol for events with remarkable ease. Discover how Happiest Ours streamlines the process, solves the challenge of estimating alcohol quantities, and creates memorable experiences. Ryan also shares his journey from bartending in England to founding Happiest Ours in LA. 2023-08-1018 min

Retire With RyanShould You Cash Out Your 401K When You Change Jobs?Have you ever been tempted to cash out your 401k when changing employment? Is this really a good option? On today’s episode, I’m exploring the 401k cash-out culture in America, why people do it, whether or not you should do it, and retirement-friendly alternatives to cashing out your 401k. You will want to hear this episode if you are interested in... What’s going on with American retirement plans? [1:33] Exploring alternatives to cashing out your 401k [3:45] Why are so many people cashing in their 401k? [5:13] How employers can help departing employees save for retirement [7:31] How YOU...2023-08-0911 min

Retire With RyanIs It Time to Sell Your Bond Funds and Go Into Money Market?With 2022 being one of the worst years ever for bonds, many listeners are asking if they should dump their current bond fund and move to something more stable? On this episode, I’m exploring the performance history of bonds, the relationship between bonds and interest rates, and whether you should sell your bonds and invest in a money market fund. You will want to hear this episode if you are interested in... Exploring the history of bond performance [1:57] Understanding the relationship between bonds and interest rates [3:23] Should you bail on your bond fund? [5:03] Understanding the pa...2023-08-0212 min

Retire With RyanWhat to Expect for Social Security 2024 Cost of Living AdjustmentAs we continue to have higher than usual inflation, those receiving Social Security benefits may wonder about the cost-of-living adjustment (COLA) for 2024. On this episode, we’ll take a look at the history of these Social Security adjustments, how things are shaping up for 2024, and what you need to do to stay ready for retirement. You will want to hear this episode if you are interested in... Examining the history of COLAs [2:38] The COLA forecast for 2024 [5:19] Action steps for this year’s COLA [6:59] Understanding COLAs In 1975, the Social Security Administration (SSA) started issuing cost...2023-07-2609 min

Retire With Ryan3 Ways to Lower Your Summer Electric BillWith rising energy costs nationwide, listeners are begging for some money saving tips to beat the summer heat! On this episode, I’m sharing three ways to lower your electric bill this summer that will save you hundreds, possibly thousands of dollars in utility costs. You will want to hear this episode if you are interested in... Examining rising energy costs [1:39] Could a new energy supplier save you money? [3:10] Taking advantage of a home energy audit [10:02] Saving money with smart thermostats [11:50] Evaluate your energy situation Temperatures during the summer are hot enough. We do...2023-07-1915 min

Retire With RyanWhat TD Ameritrade Clients Should Do Before the Schwab MergerA little over six years ago, I chose TD Ameritrade as my broker after considerable research into TD, Charles Schwab, and Fidelity. So when Charles Schwab announced their purchase of TD three years ago, I started preparing. Finally, the merger is upon us! And on this episode, I’m helping TD Ameritrade clients everywhere get ready for the move. You will want to hear this episode if you are interested in... Understanding the merger timeline [1:38] What you need to do before the merger occurs [3:27] Welcome to Schwab TD Ameritrade clients have a quickly ap...2023-07-1208 min

Retire With RyanDon't Leave The Country Without Travel InsuranceAfter a long hiatus from traveling, it’s great to hear that many of my clients are getting back out into the world. But too many are doing so without travel insurance! On this episode, I’m taking a deep dive into travel insurance, what it is, how to get it, and why you shouldn’t leave the country without it. You will want to hear this episode if you are interested in... What is travel insurance? [2:23] Why you need to insure your trip [4:58] Exploring different travel insurance options [6:57] Purchasing peace of mind For so...2023-07-0510 min

Retire With Ryan5 Reasons Why Golf Is a Great Retirement ActivityIf you know anything about me, you know I’m a golf nut. I started the sport at age 14 and have enjoyed the challenge and activity it has brought to my life for the last 30 years. On this episode, I’m going to share five reasons why golf is a great retirement activity and how you can get started at any age. You will want to hear this episode if you are interested in... Why golf is a great low-impact workout [2:48] Building your social network with golf [4:56] Using golf to stay mentally strong [7:12] Using golf to conn...2023-06-2814 min

Retire With Ryan5 Tax Tips for High-Earning Business Owners with The Tax GoddessBusiness owners! Are you taking advantage of every tax break available to you? If you’re not already working with a tax strategist, the answer is probably no. Join me as I sit down with seasoned tax strategist Shauna Wekherlien, a.k.a The Tax Goddess, as she delivers five tax tips that could mean thousands of dollars in deductions on your next return. You will want to hear this episode if you are interested in... What is a tax strategist? [1:37] Defining a high-earning business and one of Shauna’s favorite tax strategies [4:57] Understanding the Augusta Rule...2023-06-2132 min

Eyes Wide OpenRedundancy & How To Cope - With Conflict Management & Mediation expert Sharon Morrissey - Eyes Wide Open -Episode 11Conflict Management & Mediation expert Sharon Morrissey on coping with redundancy, handling the initial impact, trauma, navigating the process and rebuilding when all may initially appear lost. Hints and Tips for handling the redundancy journey.#mentalhealth #redundancy #corporateamerica #techlayoffs #trauma #copingwithanxiety #selfesteem #family Hosted on Acast. See acast.com/privacy for more information.2023-04-1449 min

Joey Pinz Discipline Conversations#193 Ryan Morrissey: Financial Forecast for 2023| Joey Pinz Discipline ConversationsSend us a textRyan R. Morrissey is a Wealth Advisor and owner of Morrissey Wealth Management. He specializes in helping clients with retirement planning. He helps clients to put together a plan for retirement and manage their investments along the way. He works with clients on both an hourly and fee basis. His key to success is the personalized one on one time he spends with each client to make sure they and their families are in the best possible financial position. Ryan serves clients from many different backgrounds. However what they share in c...2023-03-1551 min

Life Beyond the BriefsHow to Choose a Financial Advisor with Ryan MorrisseyRyan Morrissey is a Certified Financial Planner who runs the fee-only financial advisory service Morrissey Wealth Management. Ryan works with people 50+ to help them to and through retirement. We get into:How the pandemic changed his practiceHow to set your portfolio up for success in 2023The only triple tax-advantaged savings vehicle out thereRyan's investment philosophyConnect with Ryan at Retire With Ryan or at Morrissey Wealth Management.____________________________________Brian Glass is a nationally recognized personal injury lawyer in Fairfax, Virginia. He is passionate about living a life of his own design and looking fo...2023-01-0335 min

The Rebooting ShowWorkweek's Adam Ryan on why B2B shouldn't be boringAdam Ryan, former president of The Hustle and cofounder of Workweek, wants to rethink the B2B model. Workweek is banking on finding individuals – creators, if you will – to build audiences around. The bet is that individuals, particularly but not exclusively those who are practitioners in the field, can build deeper connections with audiences while benefiting from the infrastructure, services and halo effect of a parent media brand. Some highlights from our discussion:Don’t raise too much money. Adam spent part of his career at Spiceworks, a professional network for IT professionals. The company identified an unders...2022-07-191h 00

Personal Financial Strategy the podcast”The Roth IRA Explained” with Ryan Morrissey"The real way to determine whether to place investment dollars in a Roth IRA or traditional 401K is to consider your current tax bracket vs. what you think your future (at the time you will withdraw money) tax bracket will be." - Ryan Morrissey In today’s episode, we welcome Ryan Morrissey to the podcast. Ryan is the founder of Morrissey Wealth Management, where he partners with individuals to help them plan their retirement by reducing taxes, investing smarter, and optimizing their income. Today, Ryan talks about the reason why he got into the investment bus...2022-06-2415 min

PerpetualS2 EP1: How to Write Media Newsletters With Brian Morrissey, The RebootingBrian Morrissey is exactly the guest you’d want as a season opener, with the kind of media knowledge you’d pay to hear.As a reporter he didn’t take much notice of the kind of people who wrote emails and sold ads, until he became the kind of person who wrote emails and sold ads.Now editor and founder of The Rebooting, a weekly newsletter on how media operators can build sustainable businesses, Brian brings his immense knowledge of the industry, while also operating within it.Adam and Brian get into how to...2022-05-1058 min