Retire With Ryan

著者: Ryan R Morrissey
  • サマリー

  • 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
    続きを読む 一部表示

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
エピソード
  • Do Small-Cap Stocks Offer Greater Growth Potential Than Large-Cap Stocks? #226
    2024/11/05

    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 potential of small can stocks
    • [7:03] Why is there a projected turnaround?
    • [8:23] How do you invest in small-cap stocks?
    • [11:17] How to invest in value stocks
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Is the small-cap Premium Dead?
    • The Russell 2,000
    • The S&P 600
    • VB Vanguard small-cap S&P Index
    • IJR ETF
    • SPSM
    • SLYV
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan

    続きを読む 一部表示
    13 分
  • Will the Outcome of the Presidential Election Impact the Stock Market? #225
    2024/10/29

    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 impacted
    • [6:50] How will a Harris presidency impact the market?
    • [8:01] How will a Trump presidency impact the market?
    • [12:57] Nothing will fundamentally change how you invest
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • State Street Global Advisors

    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact



    Subscribe to Retire With Ryan

    続きを読む 一部表示
    15 分
  • 7 Ways to Keep Your Estate from Landing in Probate, #224
    2024/10/22

    In 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 grandfather’s estate
    • [4:06] Tip #1: Give things away while you’re alive
    • [5:50] Tip #2: Own your real estate jointly
    • [7:16] Tip #3: Joint ownership for non-real-estate
    • [9:43] Tip #4: Use a “Payable Upon Death” account
    • [11:46] Tip #5: Designate beneficiaries on accounts
    • [13:07] Tip #6: Designate a beneficiary for vehicles
    • [13:52] Tip #7: Create a living trust
    • [16:27] Probate is unavoidable in many states
    Resources Mentioned
    • Retirement Readiness Review
    • Subscribe to the Retire with Ryan YouTube Channel
    • Federal gift tax allowance
    Connect With Morrissey Wealth Management

    www.MorrisseyWealthManagement.com/contact

    Subscribe to Retire With Ryan

    続きを読む 一部表示
    19 分

Retire With Ryanに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。