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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Rate My Retirement

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by Dan Casey

4 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

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!

Language

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Publishing Since

6/17/2021

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Recent Episodes

October 27, 2021

Rate My Retirement - Episode 4 (Brian and Julie Evans Case Study)

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 income4:30 - Dan's issues and concerns with Brian and Julie's current retirement strategy6:45 - What Brian and Julie's retirement rate of return needs to be 11:28 - The process of putting funds into a Roth 401K15:28 - Discussing the need for a trust and why it might be the right strategy for Brian and Julie25:34 - Dan's recommend actions to take32:00 - The advantages of putting money into a Roth37:44 - Closing remarks Connect with Dan Casey:<a href="https://www.bridgeriverllc.com/" rel="noopener noreferrer" target="_blank">Website</a><a href="https://www.facebook.com/Bridgeriver" rel="noopener noreferrer" target="_blank">Facebook</a><a href="https://www.linkedin.com/in/dancaseyadvisor/" rel="noopener noreferrer" target="_blank">LinkedIn</a><a href="https://www.youtube.com/user/bridgeriveradvisors" rel="noopener noreferrer" target="_blank">YouTube</a>

August 12, 2021

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 Dejarnette2:30 - Highlighting Michael's income 3:11 - Overview on the various assets Michael has at his disposal7:10 - Michael's required Rate of Return9:29 - If Michael were to pass away at 70 years old, this is what his Rate of Return would need to be11:00 - The projected Required Minimum Distribution on Michael's portfolio20:00 - What Michael's Social Security taxation looks like before and after his Required Minimum Distribution22:00 - Dan's issues/concerns with Michael's portfolio as it stands33:00 - Actions Dan recommends to maximize Michael's retirement strategy37:15 - Closing remarks and how to get in touch with Dan at Bridgeriver Advisors, LLCConnect with Dan Casey:<a href="https://www.bridgeriverllc.com/" rel="noopener noreferrer" target="_blank">Website</a><a href="https://www.facebook.com/Bridgeriver" rel="noopener noreferrer" target="_blank">Facebook</a><a href="https://www.linkedin.com/in/dancaseyadvisor/" rel="noopener noreferrer" target="_blank">LinkedIn</a><a href="https://www.youtube.com/user/bridgeriveradvisors" rel="noopener noreferrer" target="_blank">YouTube</a>

July 12, 2021

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 portfolio3:00 - Elizabeth wants to create income while converting and to get close to the zero percent tax bracket4:12 - Overview on Elizabeth's income5:15 - What Rate of Return Elizabeth needs on her money10:33 - The importance of not touching her principle14:40 - 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 rates22:07 - Paying conversion taxes and what this looks like for Elizabeth27:46 - Recommended courses of action for Elizabeth 30:22 - Dan begins answering follow up questions from Elizabeth40:00 - Closing remarks and how you can become a part of the show Connect with Dan Casey:<a href="https://www.bridgeriverllc.com/" rel="noopener noreferrer" target="_blank">Website</a><a href="https://www.facebook.com/Bridgeriver" rel="noopener noreferrer" target="_blank">Facebook</a><a href="https://www.linkedin.com/in/dancaseyadvisor/" rel="noopener noreferrer" target="_blank">LinkedIn</a><a href="https://www.youtube.com/user/bridgeriveradvisors" rel="noopener noreferrer" target="_blank">YouTube</a>

4 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Rate My Retirement?: 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!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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