show episodes
 
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
If you’re 55 and older and thinking about retirement, then this podcast is for you. From tax planning to managing your investment portfolio, it covers 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.
 
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show series
 
About eight years ago, we had a client—let’s call her Alison. She was in her late 30s and doing great in her career. Her income was picking up. We had thought about the best way for her to save her money for the things she wanted to do, among which was to leave her high-stress job before the age of 65. One day I got a text. Her husband had died. He…
 
Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose the habits you want to build and learn how to actually build these habits and set yourself up for success. Learning about health and nutrition is one thing, but taking action is something else entirely…
 
What plans have you put in place to make sure your kids or grandkids will have access to a quality higher education? Let’s face it, most people don’t think about this critical aspect of long-term investing until it’s too late! I don’t want to see smart and savvy financial planners like you get blindsided by this preventable scenario. On this episod…
 
If you are interested in living a healthy life you have to consider the food that you put into your body. The food you consume fuels your body and shapes your life. On this episode of Retirement Answer Man, you’ll learn 5 tips for ensuring excellent nutrition. You’ll also discover a few resources that can help you improve your thinking around nutri…
 
What does it take to put you and your family on the path toward financial success? Does it all come down to luck or happenstance? What role do hard work and personal work ethic play? While I don’t pretend to have all the answers, the truth is, you won’t go far if you don’t put your plans in place. I desire to see men and women like you get the fina…
 
Today’s guest is Sarah Brenner. Sarah is the Director of Retirement Education at Ed Slott and Company. She truly is an expert in IRAs—Individual Retirement Accounts—which for so many of us form the crux of our plan to save for retirement. But best – she knows how to explain the complicated stuff clearly. Listen in and learn the key things women nee…
 
To rock retirement, you have to have the right tools, and the most important tool you have is your body. To keep up your strength and mobility your body needs to be fine-tuned. On this episode of Retirement Answer Man, we continue discussing your physical health. You’ll learn what you can do to maintain your strength and mobility so that you can ro…
 
Do you know about the benefits that are available to you through Medicare when you retire? If you find yourself completely clueless when it comes to Medicare - you aren’t alone! Some many men and women are preparing for retirement and have no idea how to factor in their use of Medicare. I don’t want to see savvy people like you stuck without the ri…
 
Good health is not something you can buy, but it can be an important savings account for your future. Over the course of the next 4 episodes, we will focus on how to stay healthy and fit in retirement. We’ll discuss exercise, mobility, and nutrition. In the final episode of the Let’s Get Physical series, you’ll learn how to create an action plan to…
 
What are the rules when it comes to charitable giving? Are you able to donate property or stocks? How does your giving impact your tax filing? If you are trying to navigate the complexities of charitable contributions, you’ve come to the right place! As we move right on into 2021 - an exciting new year full of possibilities - it’s also the perfect …
 
In this episode we speak of the issues and fears people, especially women, tend to have around investing and how often times that fear or uncertainty leads to a late or complete lack of action taken in investing. We believe that there’s no “perfect” time to enter the market and that “time in the market is more important than timing the market.” It’…
 
This is it -- the last episode of Retirement Plan Live 2021! We have walked Trish through her unexpected retirement to see if she has what it takes to build the retirement of her dreams. Over the past 4 episodes, we have gotten to know Trish and her situation. We have taken an in-depth look at her goals, resources, and net worth to help her assess …
 
All good things must come to an end, and that is true of my conversation with Matthew Bartolini. It has been an honor to speak with Matthew over the last couple of weeks as we have explored the valuable insights he has been able to share drawing on his years of experience with State Street Bank. To conclude our conversation, Matthew was kind enough…
 
Last week in Retirement Plan Live, Trish dreamed up big dreams for her retirement. In this episode, we are going to outline her resources to see if she has the ability to fund those dreams. Organizing your resources is an important step in retirement planning. Listen in to learn how important it is to plan what you want to use your resources for, a…
 
We are back with part two of our three-part interview with my special guest, Matthew Bartolini. Bringing his years of experience with State Street Bank, Matthew was kind enough to continue our conversation about ETFs, how they work, and what savvy investors like you can do to make the most of your financial assets. As a Managing Director at State S…
 
Today’s guest is Wealth Empowerment Coach Sheila Netti. Sheila is an amazing source of knowledge on all things money management and financial education. In this conversation, she goes down memory lane to talk about her personal retirement journey. Having grown up in the projects in 1960s Harlem, the environment where Sheila spent her childhood was …
 
Welcome to week 2 of Retirement Plan Live 2021! Last week, in episode 359, you got to meet Trish who was unexpectedly laid off last year. She had been hoping to retire within 5 years, but with this layoff, she is exploring the idea that maybe she can retire now. Over the next few episodes, we will walk her through the steps I take with clients to c…
 
What a start to 2021! Most people were not expecting a crazy and eventful week like the last one we just had. Over the years, when things get challenging in life, I have found it helpful to focus on what I can control. While we may not be able to control what happens in Washington D.C., we can control what happens in many of the other areas in our …
 
Welcome to the Retirement Answer Man show, this month we’ll be doing a Retirement Plan Live! The Retirement Plan Live series allows you to take an in-depth look at a person’s goals, resources, and net worth to determine whether they are ready to retire. At the end of the month, on Thursday, January 28th, we will wrap it all up with a live webinar t…
 
How do you decide which direction to invest your money? Do you flip a coin, do in-depth research, hire someone to do it for you, or something else? Over my years as a financial advisor, I’ve seen the range of people who come in with all types of methods and approaches when it comes to investing their money. From my vantage point, I’ve been fortunat…
 
Today we finish up The Parent Project. This has been an important theme to tackle and fortunately, we had 5 weeks to spend learning how we can help our parents age gracefully. If you haven’t listened to the other episodes in this series you can start here. To wrap up The Parent Project, Christine Benz from Morning Star joins me to discuss how you c…
 
If you were a farmer preparing for their year ahead, would you rather pay the tax on the seed you plant or on the harvest of your yield from your labor? Most people will quickly look at this example and jump at the chance to pay tax on the seed rather than the whole harvest - is that really the best route to take? In many ways, this example works w…
 
A common topic for this time of year is New Year’s Resolutions. From what we’ve seen, a lot of people’s New Year’s Resolutions often involve money, and the stuff regarding our finances that we know we should do and feels simple. But it never really is easy, is it? The sad thing is, it’s not so much the resolutions themselves that are hard, but keep…
 
There may come a time in your parents’ life (and in your own) when they begin to lose their agency. They may no longer have the ability to act upon their own path. Do you know what steps to take if that happens? In this episode of Retirement Answer Man, we’ll investigate when, what, and how to take over when the time comes. Today, I have 2 guests j…
 
When it comes to planning for retirement, most people can rely on some type of plan through their employer - but what about people who are self-employed? How do small business owners, contractors, and everyone in between make sure they are planning for their retirement? Believe it or not, there are several options for self-employed people when it c…
 
Welcome to the third installment of the Parent Project series. As your parents age, they may need you to pick up the reins and help out a little -- or a lot. Helping your parents get older with grace and dignity can be fulfilling, but at the same time challenging. The more prepared you are for this challenge the easier it will be. After you listen …
 
Have you ever received an inheritance? Are you planning on leaving some money or possessions to your friends or family if something happens to you? What does it take to use an inheritance wisely? Too often, well-intentioned men and women find themselves with an unexpected win-fall of inheritance with no idea on how to proceed. In many ways, an inhe…
 
“Who are you going to be without your business card? When everybody else is working Monday through Friday, what the heck is going to be taking up your time? How are you going to use your skills and talents?” There are millions of women, right now, who are wondering what their life could look like after leaving behind their successful and hard-won c…
 
Have you had the talk with your parents or loved ones? You know the one. Maybe it pertains to their driving or their finances, or it could be about their health or living situation. Whatever the conversation is about; it is uncomfortable for everyone involved. What if there was an easier way that you could address these subjects with your parents? …
 
Has the recent political season left you anxious and worried about what 2021 will have in store for you and your family? What steps can you take to make sure you are in the best position for long-term financial success? The nation’s eyes rest on the upcoming Senate election in Georgia - where the contest will determine whether two Republican incumb…
 
Over the next 5 episodes, we’ll be tackling an important series that I call The Parent Project. No parent wants to be a burden to their children, but as longevity increases with advances in healthcare, your parents may need you to help them out as they age. Are you helping to care for a parent or an aging family member? My goals for this series are…
 
Do you know how to take full advantage of your company’s non-qualified stock options? How do you factor this financial asset into your financial portfolio? From understanding exactly what non-qualified stock options are to knowing what it takes to put yourself in the best position to succeed - this is the episode you don’t want to miss. What about …
 
As human beings, we crave certainty. We want to know what’s going to happen and to know that we’re going to be okay. When looking into the financial future, we have to realize that a key ingredient of any analysis is assumptions or, to be blunt, guesses. Stephanie and Kevin tell us, however, that guessing isn’t wrong. It serves a purpose. It’s an o…
 
This is a time of year when many people give thanks for what they have. On this episode of Retirement Answer Man, I explore the definition of thankfulness and gratitude with our Rock Retirement Club retirement coach, BW. He even brings us 5 tips that can help us to cultivate gratitude on a regular basis. Tanya Nichols joins me again to help answer …
 
Who came along and helped you get your finances pointed in the right direction when you were a young adult? Was it a parent who took you aside and explained how to make a budget or prioritize your financial goals? Let’s face it, there are several financial lessons that people need to learn before they really can thrive on their own. Do you have som…
 
There are so many things to take care of in retirement. It can all feel overwhelming. Many people worry about their jobs, the state of the world, retirement, and their uncertain future. On this episode of Retirement Answer Man, you’ll learn what you can do to ease your worries about the unknown as well as discover the answers to questions from list…
 
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