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.
Dana Anspach
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Dean Barber
Brian Skrobonja
Eclectic Associates, Inc.
John L. Smallwood
Carson Wealth
Ryan Kilkenny
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Wealthway Financial Advisors
Bruce Porter & Will Worsham
Pam Krueger
Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
Angela Robinson
Jonathan Bednar II, CFP🄬
Korhorn Financial Group
Isaac Wright
Ascend Investment Partners
Sequoia Financial Group
David Lukas
210 Financial
Dallen Haws
Wealth Enhancement Group
Gene Dickison
Mike Miller
Jonny West
Wayne and Lisa Firebaugh
BA Schrock Financial Group
Curtis Ray
Tim Doehrmann
Denver Nowicz
Brian Seay, CFA Investment Pro, Business Leader, Financial Advisor
Joe Clark
Chris Burns - Dynamic Money Founder & Principal, Chris Burns - CEO of Dynamic Money, Dynamic Money
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Carte Financial
Benjamin Haas
Sue Burnett
Matt Hausman
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Victoria Woods
John Teixeira and Nick McDevitt
Kevin Dick
Josh Null
Joshua Sheats
iWealth
The Sphere Network, LLC
Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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Stanley J. Targosz III
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Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In
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Dave Hall
Soledad O'Brien & Jean Chatzky
Michael Anderson
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David Dickens
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The Sphere Network, LLC
Derek Delaney
Seth Krussman & Ben Brayshaw
Stacy Bush & Kent Patrick
Trent Bradshaw
MD Financial Advisors
Patrick Sandner
Andrew Chen
Christopher J. Berry
Ford Stokes
The Annuity Man
Angela Robinson
John E. Sestina and Company
Devin Carroll and John Ross
Aspen Wealth Management
Tony D'Amico
John Dombroski, Jr.
The JS Group at Baird
Trent DeBruin, Andrew Musbach
Joe Clark
The Financial Mirror
Wesley Forster
Security Mutual Life Advanced Markets Team
Reach Strategic Wealth and Guide Financial Planning
The Wise Money Show
Jim Shoemaker
Mary Sterk
Larry Heller
Andy Panko
Scott Sierens
Karl Frank, Nathan Merrill, Jeff Krommendyk, Mike Miller
Joel Garris of Nelson Financial Planning
StatonWalsh
Leo Sabo & David Thompson
Derek Gregoire, Keith Ellis, and Matthew Peck
Winning at Life with Gregory Ricks
Troy Shorts Sr.
Patti Brennan