Recent Videos

7 Credit Card Rules to Live By
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.

What is an Accredited Investor?
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.

Choosing the Right Financial Advisor
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.

5 Ways to Automate Your Retirement Savings
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.

Are I Bonds Still Good in 2023?
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.

6 Market Predictions for 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.

7 Year End Tax Moves to Consider for 2022
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!