Women have come a long way in terms of owning their financial power. That’s not to say there aren’t still challenges or wage discrepancies, but globally women are poised to take center stage as their earning potential grows. On this episode, I am joined by Brie Williams to discuss tips and strategies for women to build a better relationship with money, achieve their financial goals, and prepare for a successful retirement.

The last thing retirees on a fixed income want is expensive monthly healthcare costs. If you’re not careful, you could unintentionally trigger higher Medicare Part B and D premiums through an IRMAA surcharge. On this episode, I’m going to show you how to lower your Medicare costs by lowering your taxable income.

In the wake of these financial shockwaves, people are concerned about the impact of these events on their retirement funds. On this episode, I’m breaking down how banks default, what happened with SVB and Signature Bank, and how you can protect your money from failing banks.

Do you need a redo on your Social Security? If you started collecting your benefits too early or spent the money too quickly: fear not! Your retirement isn’t ruined. On this episode, I’m answering a listener question and discussing three ways you can have a do-over with your Social Security benefits.

The Secure Act 2.0 has resulted in a couple key changes to Required Minimum Distributions (RMD's). Therefore, if you plan to begin your RMD's in the next couple years then this video is for you!

In a perfect world, none of us would use credit cards. We would only use cash or debit cards to pay for things, and we wouldn't spend more than we can afford. On this episode, I'm going to cover seven credit card rules to live by so you can utilize them responsibly and to their full potential.

Over the last year, I’ve heard a lot of buzz about using alternative investments to boost portfolios. However, most people don’t know you need to be an accredited investor to take advantage of these opportunities. On this episode, I’m going to cover how to become an accredited investor and my takes on alternative investments.

Ryan covers all the services that you should expect from your financial advisor. Watch the video to learn how Morrissey Wealth Managment sets themselves apart from the typical advisor.

We are more likely to spend what we have money in our pockets.  That’s why automating the process of saving for retirement is a great way to achieve your financial goals.  On this episode, I’m going to share five ways you can automate your retirement savings this year and stay on track for years to come. 

I Bonds saw a massive increase in popularity in 2022.  They were a great investment last year, but what about now?  In this video I will review everything you need to know about I Bonds including whether I think they are still a good investment in 2023. 

Hindsight is always 20/20.  However, I thought it would be fun to give my market predictions for 2023 at the beginning of the year to see how close I can get.  In this video, I’m going to share my predictions for 2023 along with historical and financial analysis to support my takes. 

The end of 2022 is quickly approaching! Which means the time to take advantage of these tax saving tips is running out. On this episode, I’ll highlight seven year-end tax moves to cosider before the ball drops on December 31st. Don’t miss these invaluable tax tips that could make 2022 your best fiscal year yet!