2025 Stock Market Predictions, #235

Retire With Ryan

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المحتوى المقدم من Ryan R Morrissey. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ryan R Morrissey أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-agile-brand-with-greg-kihlstromr">The Agile Brand with Greg Kihlström®</a></span>

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The Agile Brand with Greg Kihlström®

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Don't miss a thing. Hear directly from leading brands and marketing technology platforms about the challenges and opportunities facing marketers today, from AI to building customer lifetime value as well as business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the trends driving the industry forward, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand is hosted by Greg Kihlström, advisor and consultant to leading brands, speaker, entrepreneur, and best-selling author. It provides a fresh perspective on the continually evolving dynamic between brands and the audiences they serve.

منذ عام واحد 19:47

MP3•منزل الحلقة

The S&P 500 delivered a remarkable 23.8% return, Bitcoin soared by 121%, and interest rates shifted more than expected. How did these compare to my forecasts? I’ll share the details and insights that shaped last year’s performance. Then, we’ll turn our focus to 2025, where I outline predictions for major asset classes, the S&P 500, interest rates, and the ongoing battle between Gold and Bitcoin.

You will want to hear this episode if you are interested in...

[0:45] Happy New Year!
[2:21] Prediction #1: The S&P 500 will have positive returns
[4:58] Prediction #2: Growth stocks will lead the market
[7:35] Prediction #3: Small caps would outperform large caps
[9:35] Prediction #4: Gold would outperform bitcoin
[11:42] Prediction #5: Domestic stocks would outperform international stocks
[14:04] Prediction #6: We’d see two rate cuts and interest rates of 4.75%
[16:28] My 2025 stock market predictions

Resources Mentioned

Retirement Readiness Review
Subscribe to the Retire with Ryan YouTube Channel
Download my entire book for FREE
Episode #183: 6 Market Predictions for 2024
Episode #116: 7 Best Short-Term Investments To Grow Your Money
SPDR® Portfolio S&P 500® ETF
SPDR® Portfolio Developed World ex-US ETF
iShares Bitcoin Trust ETF

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

Subscribe to Retire With Ryan

100 حلقات

#Trading #Business #Ryan R Morrissey #Retirementpodcast

Retire With Ryan

2025 Stock Market Predictions, #235

Retire With Ryan

published منذ عام واحد

MP3•منزل الحلقة

You will want to hear this episode if you are interested in...

[0:45] Happy New Year!
[2:21] Prediction #1: The S&P 500 will have positive returns
[4:58] Prediction #2: Growth stocks will lead the market
[7:35] Prediction #3: Small caps would outperform large caps
[9:35] Prediction #4: Gold would outperform bitcoin
[11:42] Prediction #5: Domestic stocks would outperform international stocks
[14:04] Prediction #6: We’d see two rate cuts and interest rates of 4.75%
[16:28] My 2025 stock market predictions

Resources Mentioned

Retirement Readiness Review
Subscribe to the Retire with Ryan YouTube Channel
Download my entire book for FREE
Episode #183: 6 Market Predictions for 2024
Episode #116: 7 Best Short-Term Investments To Grow Your Money
SPDR® Portfolio S&P 500® ETF
SPDR® Portfolio Developed World ex-US ETF
iShares Bitcoin Trust ETF

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

Subscribe to Retire With Ryan

100 حلقات

#Trading #Business #Ryan R Morrissey #Retirementpodcast

كل الحلقات

Retire With Ryan

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منذ 6 أيام36:07

36:07

What is the best way to access equity in your home for retirement income? In this episode of Retire with Ryan , host Ryan Morrissey is joined by Mitch Cooper, a Certified Reverse Mortgage Professional with Mutual of Omaha, to explore this very question. Mitch returns to the show to share his expertise on reverse mortgages, a powerful tool that allows retirees to tap into the equity of their homes without having to sell. Whether you’re considering this option for supplemental income or simply want to understand how it works compared to other alternatives like home equity loans, this episode provides valuable insights into how reverse mortgages can help secure your financial future in retirement. You will want to hear this episode if you are interested in... (0:00) Learn more about Mitch Cooper, a Certified Reverse Mortgage Professional (0:53) What is the best way to access equity in your home for retirement income? (2:25) How reverse mortgages differ from home equity loans and lines of credit (5:41) Requirements and eligibility for reverse mortgages, including age and equity (7:41) The impact of interest rates on reverse mortgage loan amounts (8:45) The protections offered by reverse mortgages, including the non-recourse nature (10:36) Other requirements for obtaining a reverse mortgage (16:06) Comparing reverse mortgages to annuities and their role as longevity insurance (25:14) How closing costs work with a reverse mortgage (30:36) The process of obtaining a reverse mortgage Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE The National Reserve Mortgage Lending Association Mitch Cooper (Mutual of Omaha) Connect with Mitch on LinkedIn Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan…

Retire With Ryan

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Navigating the 1031 Exchange with Eric Brecher, #241 42:44

منذ 13 يومًا42:44

42:44

In this episode of Retire with Ryan, we’re diving into the ins and outs of 1031 Exchanges with expert Eric Brecher. As Executive Vice President at the Chicago Deferred Exchange Company, Eric brings years of experience in navigating this complex IRS provision, which allows real estate investors to defer capital gains taxes when selling property. If you're interested in real estate investments and the potential tax advantages that come with them, this episode is a must-listen. Eric explains everything from the basics of a 1031 Exchange to key strategies, common pitfalls, and the crucial role of a Qualified Intermediary. You will want to hear this episode if you are interested in... [0:52] What is a 1031 property exchange provision? [6:44] The 4 key requirements for a 1031 exchange [9:13] The role of the qualified intermediary [16:09] Common mistakes and misconceptions [26:32] The three property rule [32:28] The role of the qualified intermediary [35:34] Other need-to-know details Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan…

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منذ 20 يومًا15:10

15:10

When it comes to retirement plans, the general rule is that you can’t access funds in your retirement account(s), without penalty, until age 59 ½. If you withdraw funds prior to 59 ½, you’ll get hit with a 10% penalty and income tax (if coming from a non-Roth account). But there are some instances in which you can make withdrawals penalty-free. We’ll dive into this in this episode of Retire with Ryan. You will want to hear this episode if you are interested in... [0:55] Why you should hire a fee-only financial advisor [2:32] When can you access retirement accounts? [3:20] Way #1: Pay for unreimbursed medical expenses [4:18] Way #2: If you become disabled [4:53] Way #3: Pay for health insurance premiums [5:43] Way #4: Death [6:23] Way #5: Pay debt to the IRS [6:50] Way #6: First-time home buyer [7:34] Way #7: Higher education expenses [8:31] Way #8: Substantial and equal payments [9:52] Way #9: Terminal illness [10:19] Way #10: Separation of service Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE Getting Emergy Money from Your 401K Breaking Down the IRS’s New Finalized Regulations on Inherited Retirement Accounts Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan…

Retire With Ryan

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AI Stocks, Interest Rates, and Market Trends with Michael Collins, #239 28:47

منذ 27 يومًا28:47

28:47

Will AI stocks like NVIDIA continue their meteoric rise, or are we heading toward a market correction? What do recent Federal Reserve decisions mean for your investments and mortgage rates? And is it time to reconsider small-cap stocks? In this episode, I sit down with Michael Collins, CEO of WinCap Financial, to tackle the biggest financial trends of 2025. We discuss the future of AI-driven investing, the Federal Reserve’s impact on interest rates, and whether large-cap stocks will remain dominant. This episode is a must-listen! You will want to hear this episode if you are interested in... (0:00) Introducing Michael Collins: CEO of WinCap Financial and finance educator (2:40) AI and NVIDIA: Will new competition shake up the market? (5:50) The usefulness of AI for businesses (7:24) How NVIDIA dominates the S&P 500 (and what that means for investors) (9:36) Will the Fed lower interest rates? (12:47) Will homebuyers see lower mortgage rates? (20:18) The future of large-cap vs. small-cap investing (24:52) Bitcoin, the Fed, and risky government investments Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE DeepSeek Michael Collins WinCap Financial Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan…

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منذ 5 weeks8:55

8:55

In an ideal world, everyone should aim to keep 3–6 months of living expenses in an emergency fund. But let’s face it—building that kind of safety net isn’t always easy. For many pre-retirees, most savings are tied up in retirement accounts, leaving limited options for unexpected expenses. So, what can you do if an emergency arises? In today’s episode, I’ll walk you through how to access emergency funds from your 401(k) and explore strategies to help you stay prepared for life’s unexpected challenges. You will want to hear this episode if you are interested in... [0:53] Do you have an emergency fund? [1:35] Why you should hire a financial advisor [2:38] The new IRS rule allowing withdrawals [3:59] The requirements for withdrawal [4:32] What are the drawbacks? [5:08] Why you should build your emergency fund Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan…

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منذ 6 weeks16:43

16:43

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Retire With Ryan

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منذ 7 weeks15:36

15:36

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Retire With Ryan

1
2025 Stock Market Predictions, #235 19:47

منذ 8 weeks19:47

19:47

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Retire With Ryan

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منذ 9 weeks45:17

45:17

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منذ 10 weeks22:05

22:05

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منذ 11 weeks27:23

27:23

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منذ 12 weeks16:31

16:31

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منذ 13 weeks16:12

16:12

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منذ 14 weeks29:18

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منذ 15 weeks14:43

14:43

On November 8th, 2024, Medicare announced that in 2025, Medicare Part B will cost $185 per month per person—an increase of about $10.30 from 2024. Keep in mind, if your income is above a certain point, you’ll have to pay an “Income-Related Monthly Adjusted Amount,” or “IRMAA” tax. Is there a way to avoid paying the IRMAA surcharge? I share some strategies in this episode of Retire with Ryan. You will want to hear this episode if you are interested in... [1:25] How to get a FREE copy of “10 Costly Medicare Mistakes” [2:20] The cost of Medicare Parts A, B, and D in 2025 [4:26] When you would pay a higher Medicare premium [8:32] What you can do to appeal the IRMAA Surcharge [10:02] What you can do to avoid the IRMAA Surcharge Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel 2025 Medicare Parts A & B Premiums and Deductibles Form SSA-44: Medicare Income-Related Monthly Adjustment Amount Connect With Morrissey Wealth Management www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan…

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