Mathew J. Ryan, MBA, CFP®, EA

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Financial Planning Specialist

Mat Ryan, CFP® | CFP Certificate | Bedel Financial

My role as Financial Planning Specialist is to provide support to the Financial Planning and Investment Management teams to ensure all of our clients’ goals and expectations are met through exceptional service. This is accomplished through the preparation of comprehensive financial plans, including, but not limited to estate plan assessment, tax strategies, and social security planning. I also strive to stay abreast of the ever changing financial landscape to ensure that Bedel Financial stays on the cutting edge of changing laws as they pertain to estate transfers, taxes, businesses, etc.

Personal Financial Planning Experience

  • Over 5 years experience providing fee-only financial planning and investment management services to high net-worth individuals.
  • These services include comprehensive plan preparation entailing estate planning strategies, business trend forecasting, cash flow and retirement planning as well as tax and insurance advice.

Career History

  • Bedel Financial Consulting, Inc. Financial Planning Specialists
  • Four Quadrants Advisory Companies. Financial Analyst/Planner
  • Americans Funds [Capital Group Companies]. Senior Marketing Representative

Educational & Professional Designations

  • Enrolled Agent
  • Certified Financial Professional® certification
  • Masters of Business Administration [MBA], Anderson University
  • Bachelor of Arts, Finance Major, Anderson University

Professional Activities

  • Member, Financial Planning Association


Back to the Team Page | About Bedel Financial

BLOG POSTS

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Accidents Happen: Are you covered?

Many times, umbrella coverage is overlooked. Unlike homeowner, auto, and health insurance, umbrella policies are not required by law. However, this does not make umbrella liability coverage any less important. The best part is that umbrella coverage is cost-effective and relatively inexpensive!

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Jul 1, 2024

Roth Conversions and Capital Gain Harvesting – Why Both Have Their Place

A couple of withdrawal strategies that should be considered are the Roth conversion and harvesting of capital gains. Both strategies involve the recognition of income, though the tax impact is quite different.

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Mar 25, 2024

Table Those Capital Gains – 1031 Exchanges

To qualify for a 1031 exchange, a few characteristics must be met. First, the property that you are selling (known as the relinquished property) and the property that you are purchasing (known as the replacement property) must be what the IRS deems “like-kind.”

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Sep 11, 2023

Estimated Tax Payments

Tax planning will always be at the forefront of comprehensive financial planning. Taking steps throughout the year can not only ensure you are not faced with a tax surprise at filing time,

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Mar 13, 2023

Protect Your Estate from Taxes

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Oct 10, 2022

Business Entities – Choosing the Appropriate Structure

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Mar 28, 2022

Inheritors of IRAs – Proposed Changes

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Goodbye 2021 – Oops, What Did I Forget?

When it comes to tax law and estate planning regulations, Congress is, if nothing else, unpredictable. While the Build Back Better bill appears to be dead in its current state, another bill will soon follow, offering up its own set of planning challenges.

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How to Calculate Medicare Premiums

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Wealth Transfer Strategies

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Feb 13, 2021

Tax-Free Income In Retirement

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Nov 30, 2020

2021 Tax Outlook: Proposals & Planning

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