Dan Casey – TheSuccessNetwork

Dan is the founder of Bridgeriver Advisors. As a Best-Selling Author® and Tedx speaker, Dan is able to speak nationwide with his no nonsense brand of financial management. And as a pure fiduciary, he puts his clients’ interests first, helping them reach the retirement of their dreams.

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. It’s not what you make – it’s what you keep!

Videos Podcasts

Videos

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...

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 -...

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...

Kesha Music Video (Twins Dancing) Katie Couch & Kameron Couch

Kesha - My Own Dance Katie and Kameron Couch - Age 12 Dancing as The Shining Twins

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 -...

Podcasts

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!

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

Connect with Dan Casey: