In the latest installment of Rate My Retirement, Dan Casey is joined by a Director of Marketing and Michigan resident, Brian Evans, to discuss Brian's current retirement planning efforts and offer suggestions to bolster the effectiveness of the plan overall.

While Brian's current strategy contains a lot of successful elements, Dan explored the need for a trust and why this could only reinforce his retirement plan moving forward.

This case study features another great dive into the world of retirement planning that's sure to leave you with insights that could be applied to your own retirement strategy!

Timecodes:

0:05 - Welcome to the show and an overview on Dan's work in retirement planning

1:19 - Welcoming Brian Evans to the show

1:58 - Overview on Brian and Julie's assets and income

4:30 - Dan's issues and concerns with Brian and Julie's current retirement strategy

6:45 - What Brian and Julie's retirement rate of return needs to be

11:28 - The process of putting funds into a Roth 401K

15:28 - Discussing the need for a trust and why it might be the right strategy for Brian and Julie

25:34 - Dan's recommend actions to take

32:00 - The advantages of putting money into a Roth

37:44 - Closing remarks

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In the latest installment of Rate my Retirement, Dan Casey is joined by a retired veteran of the United States Air Force, Michael Dejarnette, who has a wide-variety of variables to consider within his retirement portfolio.

In addition to his military experience, Michael brings a sufficient understanding of financial planning and asset allocation. Listen as Dan and Michael review his retirement portfolio and dive deep into the best strategies to maximize the portfolio's value as a whole.

So sit back, relax, and enjoy another provoking conversation, surrounding a uniquely developed retirement portfolio, that is bound to leave you considering your own retirement strategy!

Timecodes:

0:05 - Welcome to the show and an overview on Michael Dejarnette

2:30 - Highlighting Michael's income

3:11 - Overview on the various assets Michael has at his disposal

7:10 - Michael's required Rate of Return

9:29 - If Michael were to pass away at 70 years old, this is what his Rate of Return would need to be

11:00 - The projected Required Minimum Distribution on Michael's portfolio

20:00 - What Michael's Social Security taxation looks like before and after his Required Minimum Distribution

22:00 - Dan's issues/concerns with Michael's portfolio as it stands

33:00 - Actions Dan recommends to maximize Michael's retirement strategy

37:15 - Closing remarks and how to get in touch with Dan at Bridgeriver Advisors, LLC

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In the second installment of Rate My Retirement, Dan showcases the retirement portfolio of a retired teacher from New Jersey who has some decisions to make!

Listen as Elizabeth joins Dan on the podcast to discuss her various retirement planning options live on the show. In real time, Dan analyzes her situation, breaks down the numbers, and provides an efficient plan of attack for Elizabeth's next steps.

So sit back, relax, and enjoy another enlightening episode highlighting a modest retirement portfolio and some beneficial strategies to maximize its true value!

Timecodes:

0:06 - Welcome back to the show!

2:00 - Elizabeth joins the show and we begin analyzing her portfolio

3:00 - Elizabeth wants to create income while converting and to get close to the zero percent tax bracket

4:12 - Overview on Elizabeth's income

5:15 - What Rate of Return Elizabeth needs on her money

10:33 - The importance of not touching her principle

14:40 - Her projected Required Minimum Distribution and what Social Security taxation looks like

17:05 - Why Elizabeth should be considering conversions?

19:10 - An in-depth look at the conversion matrix and how it highlights tax rates

22:07 - Paying conversion taxes and what this looks like for Elizabeth

27:46 - Recommended courses of action for Elizabeth

30:22 - Dan begins answering follow up questions from Elizabeth

40:00 - Closing remarks and how you can become a part of the show

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In the inaugural episode of Rate my Retirement, we introduce you to the President of Bridgeriver Advisors, Dan Casey, who brings a wealth of retirement planning expertise to the show.

As a retirement planning strategist, Dan brings a unique perspective to his client interactions. He simplifies the financial landscape, so clients understand exactly where their money is going and how it's effectively working for them with the lowest fees possible.

In this inaugural episode, Dan explores Gary and Patrice's current retirement strategy and the options their plan provides them. Through careful thought and consideration, Dan not only showcases the pros and cons of their plan, but also provides clear recommendations on how to proceed and maximize every dollar at their disposal.

So sit back, relax, and enjoy our first case study that is bound to leave you with some lessons learned!

Timecodes:

0:07 - Introducing Dan Casey and overview on the show

2:00 - Diving into case study with an overview of Gary and Patrice

3:20 - Their desired retirement income

5:40 - The pros and cons of pension rollouts

9:32 - Analyzing a client's Retirement Rate of Return and the importance behind this percentage

12:04 - How Gary and Patrice should approach their Social Security

15:11 - Their projected required minimum distribution

17:35 - Why should they be considering conversions?

21:00 - What conversions would look like before retirement

23:39 - What conversions look like during retirement

25:53 - Dan's recommend courses of actions for Gary and Patrice

29:00 - Answering live viewer questions

32:47 - Final remarks and how you can have your retirement strategy featured in a future episode

Connect with Dan Casey:

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