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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  • How Much Do I Need To Retire? #218

    How Much Do I Need To Retire? #218
    2024/09/10

    How 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 your investments to see what you can withdraw
    • [9:28] Go through this exercise to determine exactly what you need
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Get a FREE budget template on my website
    • Check out all of my episodes on Medicare
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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    12 分
  • Will Social Security Become Tax-Free? #217

    Will Social Security Become Tax-Free? #217
    2024/09/03

    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 Social Security not being taxed
    • [4:50] I don’t believe we’ll see it happen: here’s why
    • [5:52] How Social Security is currently taxed
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor
    • Episode #206: Is Social Security Going Broke?
    • Income Taxes and Your Social Security Benefit
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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    13 分
  • How Parents Can Best Manage Student Loans with Erik Kroll, #216

    How Parents Can Best Manage Student Loans with Erik Kroll, #216
    2024/08/27

    Did 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...
    • [2:17] The different types of Federal student loans
    • [5:32] Private loans versus PLUS loans
    • [8:07] The forgiveness programs available
    • [9:37] Student loan repayment options
    • [22:40] How to start the consolidation process
    • [25:48] What to do if you need help with the process
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Student Loans Over 50
    • Federal Student Loan Portfolio
    • Public Service Loan Forgiveness Program
    • StudentAid.gov
    • Email Erik at Erik(at)StudentLoansOver50.com
    • Set up a phone call with Erik at StudentLoansOver50.com
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan
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    28 分

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
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