PODCAST

Rate My Retirement

Dan Casey

Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself. Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make. Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients understand exactly where their money is and how it's effectively working for them with the lowest fees possible. Join us for each episode that's full of lessons to be learned. Remember, at the end of the day, it's not what you make - it's what you keep!

Rate My Retirement - Episode 4 (Brian and Julie Evans Case Study)
Oct 27 2021
38 mins
Rate My Retirement - Episode 3 (Michael Dejarnette Case Study)
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 Connect with Dan Casey: https://www.bridgeriverllc.com/ (Website) https://www.facebook.com/Bridgeriver (Facebook) https://www.linkedin.com/in/dancaseyadvisor/ (LinkedIn) https://www.youtube.com/user/bridgeriveradvisors (YouTube)
Aug 12 2021
39 mins
Rate My Retirement - Episode 2 (Elizabeth Case Study)
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 Connect with Dan Casey: https://www.bridgeriverllc.com/ (Website) https://www.facebook.com/Bridgeriver (Facebook) https://www.linkedin.com/in/dancaseyadvisor/ (LinkedIn) https://www.youtube.com/user/bridgeriveradvisors (YouTube)
Jul 12 2021
42 mins
Rate My Retirement - Episode 1 (Gary & Patrice Case Study)
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: https://www.bridgeriverllc.com/ (Website) https://www.facebook.com/Bridgeriver (Facebook) https://www.linkedin.com/in/dancaseyadvisor/ (LinkedIn) https://www.youtube.com/user/bridgeriveradvisors (YouTube)
Jun 17 2021
33 mins