Retire With Ryan
By Ryan R Morrissey
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Category: Investing
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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4 Ways To Receive A Tax Deduction For Charitable Contributions in 2025 and 2026, #283
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Dec 09, 2025 |
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2026 Medicare Part B Premium Surprises, #282
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Dec 02, 2025 |
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7 Year End Tax Moves For Pre-Retirees in 2025, #281
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Nov 25, 2025 |
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Major Changes Coming To 401K, 403B, and 457 Retirement Plans in 2026, #280
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Nov 18, 2025 |
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Mapping Out A Plan For Roth Conversions, #279
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Nov 11, 2025 |
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Social Security 2026 Cost Of Living Update, #278
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Nov 04, 2025 |
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What is a Fiduciary Advisor and Why It Matters, #277
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Oct 28, 2025 |
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Switching Plans and Saving Money During Medicare's Annual Open Enrollment, #276
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Oct 21, 2025 |
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Key SECURE Act Insights on Avoiding 25 Percent Penalties on Inherited IRAs, #275
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Oct 14, 2025 |
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Seven Essential Tips to Maximize Your Lifetime Social Security Benefits, #274
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Oct 07, 2025 |
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What Retirees Need to Know About The Social Security Fairness Act, #273
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Sep 30, 2025 |
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Is a Million Dollars Enough to Retire? #272
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Sep 23, 2025 |
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Avoid These Seven Medicare Enrollment Mistakes and Protect Your Finances, #271
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Sep 16, 2025 |
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Education Planning After the One Big Beautiful Bill Act: Key 529 Plan Changes, #270
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Sep 09, 2025 |
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Maximizing Spousal Social Security Benefits for Married Couples, #269
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Sep 02, 2025 |
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Understanding HSA Changes for 2026, #268
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Aug 26, 2025 |
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Surviving the ACA Subsidy Cliff, #267
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Aug 19, 2025 |
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Understanding the New Charitable Contribution Rules from the One Big Beautiful Bill Act, #266
|
Aug 12, 2025 |
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Should You Open a Trump Account for Your Child's Future? #265
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Aug 05, 2025 |
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How the One Big Beautiful Bill Act Impacts Retirees, #264
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Jul 29, 2025 |
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Required Minimum Distributions Explained, #263
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Jul 22, 2025 |
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How the Big Beautiful Bill Impacts Solar & EV Tax Credits, #262
|
Jul 15, 2025 |
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Risk and Reward of Withdrawing Social Security Benefits to Invest Them, #261
|
Jul 08, 2025 |
|
Five Reasons a Brokerage Account Might Be Better Than an Annuity for Your Investments, #260
|
Jul 01, 2025 |
|
Facts vs. Fiction in Retirement Planning, #259
|
Jun 24, 2025 |
|
Seven Smart Reasons to Leave Your Old 401(k) with a Previous Employer, #258
|
Jun 17, 2025 |
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Five Reasons to Roll Over Your Old 401k into an IRA, #257
|
Jun 10, 2025 |
|
Retirement Reality Check, with Michael Sheldon #256
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Jun 03, 2025 |
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Breaking Down the FERS Retirement System for Federal Employees, #255
|
May 27, 2025 |
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Four Costly Mistakes to Avoid When Claiming Social Security While Working After 65, #254
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May 20, 2025 |
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Applying Warren Buffett's Investment Wisdom to Your Life, #253
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May 13, 2025 |
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Top Five HSA Mistakes That Are Costing You Money and How to Avoid Them, #252
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May 06, 2025 |
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Six Dave Ramsey Tips That Could Hurt Your Retirement Plan, #251
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Apr 29, 2025 |
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Social Security Survivor and Spousal Benefits Demystified, #250
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Apr 23, 2025 |
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Six Tactical Moves for Navigating Down Markets, #249
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Apr 15, 2025 |
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4 Strategies to Avoid Tax Tsunami When Working Beyond 73 Years Old, #248
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Apr 08, 2025 |
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Can Elon Musk and Doge Take Away My Social Security Benefit? #247
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Apr 01, 2025 |
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FBI Warning On Suspicious Text Messages, #246
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Mar 25, 2025 |
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4 Ways To Get More Money Into Your 401K Plan, #245
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Mar 18, 2025 |
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How Can I Protect My Portfolio From What's Happening in Washington? #244
|
Mar 11, 2025 |
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When Can I Expect An Increase In My Social Benefit Increase Due To The Fairness Act? #243
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Mar 04, 2025 |
|
Understanding Reverse Mortgages: Unlocking Home Equity for Retirement Income with Mitch Cooper, #242
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Feb 25, 2025 |
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Navigating the 1031 Exchange with Eric Brecher, #241
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Feb 18, 2025 |
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10 Penalty-Fee Withdrawal Options For Retirement Plans, #240
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Feb 11, 2025 |
|
AI Stocks, Interest Rates, and Market Trends with Michael Collins, #239
|
Feb 04, 2025 |
|
Getting Emergency Money From Your 401k, #238
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Jan 28, 2025 |
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Health Insurance Options If You Retire Before Age 65, #237
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Jan 21, 2025 |
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How the Social Security Fairness Act Could Impact Your Retirement Income, #236
|
Jan 14, 2025 |
|
2025 Stock Market Predictions, #235
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Jan 07, 2025 |
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Dissecting the Keys to Successful Investing with Larry Swedroe, #234
|
Dec 31, 2024 |
|
How Rich Were The McCallisters In Home Alone? Ep #233
|
Dec 24, 2024 |
|
When an Annuity Makes Sense: A Real-Life Example with Andy Panko, #232
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Dec 17, 2024 |
|
Are Donor-Advised Funds A Smart Tax Move? Ep #231
|
Dec 10, 2024 |
|
11 Potential Tax Changes Under A Trump White House, #230
|
Dec 03, 2024 |
|
Mistakes To Avoid During Medicare Open Enrollment with Danielle Roberts, #229
|
Nov 26, 2024 |
|
2025 Medicare IRMAA Surcharge Updates, #228
|
Nov 19, 2024 |
|
5 Overlooked Tax Benefits of 529 Plans, #227
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Nov 12, 2024 |
|
Do Small-Cap Stocks Offer Greater Growth Potential Than Large-Cap Stocks? #226
|
Nov 05, 2024 |
|
Will the Outcome of the Presidential Election Impact the Stock Market? #225
|
Oct 29, 2024 |
|
7 Ways to Keep Your Estate from Landing in Probate, #224
|
Oct 22, 2024 |
|
7 Steps To Protect Your Schwab Accounts From Hackers, #223
|
Oct 15, 2024 |
|
Can I Do A Roth Conversion Before Age 59 ½? #222
|
Oct 08, 2024 |
|
7 Year-End Tax Moves For Pre-Retirees, #221
|
Oct 01, 2024 |
|
7 Year-End Tax Moves For Retirees, #220
|
Sep 24, 2024 |
|
How To Get More Retirement Income Using Retirement Guardrails with Matthew Jarvis, #219
|
Sep 17, 2024 |
|
How Much Do I Need To Retire? #218
|
Sep 10, 2024 |
|
Will Social Security Become Tax-Free? #217
|
Sep 03, 2024 |
|
How Parents Can Best Manage Student Loans with Erik Kroll, #216
|
Aug 27, 2024 |
|
Breaking Down The IRS's New Finalized Regulations On Inherited Retirement Accounts, #215
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Aug 20, 2024 |
|
New NAR Rules Governing Real Estate Sellers and Buyers With Raquel Fernandez, #214
|
Aug 13, 2024 |
|
Financial Steps To Take After A Divorce, #213
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Aug 06, 2024 |
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Financial Steps To Take During Divorce With Renée Bauer, #212
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Jul 30, 2024 |
|
Financial Steps To Take Before Divorce, #211
|
Jul 23, 2024 |
|
4 Ways To Get More Money Into Tax-Free Roth Accounts, #210
|
Jul 16, 2024 |
|
How To Earn More In Your Health Savings Account, #209
|
Jul 09, 2024 |
|
Is Social Security Going Broke? #208
|
Jul 02, 2024 |
|
Top Tax Mistakes to Avoid with Steven Jarvis, #207
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Jun 25, 2024 |
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Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206
|
Jun 18, 2024 |
|
How to Evaluate if Your Financial Advisor Is Delivering Value, #205
|
Jun 12, 2024 |
|
What To Expect Once I've Hired A Fee-Only Financial Advisor (Part 4), #204
|
Jun 05, 2024 |
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How To Find and Hire a Fee Only Financial Advisor (Part 3), #203
|
May 29, 2024 |
|
The 3 Types of Financial Advisors (Part 2), #202
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May 22, 2024 |
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Financial Advisors: What Do They Do and Why Hire One (Part 1), #201
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May 15, 2024 |
|
IRS Update For Inherited IRAs and Roth IRAs, #200
|
May 08, 2024 |
|
5 Things To Know About Divorce and Social Security, #199
|
May 01, 2024 |
|
Busting 10 Medicare Myths, #198
|
Apr 24, 2024 |
|
7 Tips To Protect Yourself From IRS Scammers, #197
|
Apr 17, 2024 |
|
9 Ideas For Investing Your Tax Refund, #196
|
Apr 10, 2024 |
|
Save Taxes On Your 401K Through Net Unrealized Appreciation (NUA), #195
|
Apr 03, 2024 |
|
Is It Time To Start Selling Your Money Market Funds? #194
|
Mar 27, 2024 |
|
2023 Roth IRA and Traditional IRA Contribution Limits, #193
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Mar 20, 2024 |
|
Dispelling 7 Myths about Indexed Universal Life Insurance with Andy Panko, #192
|
Mar 13, 2024 |
|
Tax-Free 529 To Roth IRA Considerations, #191
|
Mar 06, 2024 |
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7 Reasons To Invest In A Taxable Brokerage Account with Shaun Jones, #190
|
Feb 28, 2024 |
|
Overcoming Investor Biases with Brie Williams, #189
|
Feb 21, 2024 |
|
Super Bowl XLVIII Fun Facts and Sports Betting Taxation, #188
|
Feb 14, 2024 |
|
Reframing Your Retirementality With Mitch Anthony, #187
|
Feb 07, 2024 |
|
Lower Your Taxes In Retirement With A Qualified Charitable Distribution, #186
|
Jan 31, 2024 |
|
Should You Invest in a Bitcoin ETF?, #185
|
Jan 24, 2024 |
|
5 Resolutions to Grow Your Money in 2024, #184
|
Jan 17, 2024 |