It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was: The Ultimate Guide To RMDs in 2024

This week’s theme on the Retirement Quick Tips Podcast is: The Ultimate Guide To RMDs in 2024 Today, I’m talking about how to reduce your RMDs and taxes on RMDs

This week’s theme on the Retirement Quick Tips Podcast is: The Ultimate Guide To RMDs in 2024 Today, I’m talking about timing your RMDs

This week’s theme on the Retirement Quick Tips Podcast is: The Ultimate Guide To RMDs in 2024 Today, I’m talking about what to know the first year starting your RMD and how you can aggregate multiple RMD together if you have several accounts

This week’s theme on the Retirement Quick Tips Podcast is: The Ultimate Guide To RMDs in 2024 Today, I’m talking about How To Calculate Your RMD & Your Tax Withholding Amount

This week’s theme on the Retirement Quick Tips Podcast is: The Ultimate Guide To RMDs in 2024 Today, I’m covering the basics and what you need to know about RMDs

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you’re in the right place! This week’s theme is:  The Ultimate Guide To RMDs in 2024

Link to register: https://bit.ly/3zDFaB9  Welcome to the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing over $390 million in client assets.  On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you are in the right place! This week, I’m doing something a little different on the podcast. I’m hosting office hours on Thursday, August 22nd from 12-1pm (pacific time). I’m taking a break from the podcast this week, but I want to make sure you have a chance to register!  I hosted a pick my brain office hours in May. It filled up and we had a great discussion, so if you didn’t get a chance to register the first time around or it didn't work with your schedule, this is your chance to ask your most burning question about retirement…. Link to register: https://bit.ly/3zDFaB9  If you click on the link, and it’s full, send me an email. I’ll add you to the waiting list, and you’ll also get first dibs on scheduling for the next office hours (probably sometime in the fall).  My email if the office hours is full: [email protected]  Thanks for listening! I look forward to hearing your questions in next month’s office hours!

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was: 3 Biggest Mistakes People Make In Retirement with Jeremy Keil I really enjoyed talking with Jeremy and getting his perspective on mistakes that people make and how to avoid them, and I hope you did too. 

This week on the podcast, I’m bringing you segments of a recent interview I did with Jeremy Keil. Today, we’re continuing our conversation from yesterday about taxes in retirement, talking more in depth about Roth conversions and retirement spending strategies. 

This week on the podcast, I’m bringing you segments of a recent interview I did with Jeremy Keil. Today, we’re talking about retirement mistake #3 according to Jeremy - forgetting to plan for taxes in retirement.

This week on the podcast, I’m bringing you segments of a recent interview I did with Jeremy Keil. Today, we’re talking about mistake #2 that people planning for retirement often make, and that is filing for social security at the wrong time. We also dive into why it’s important to think long-term with this decision to start social security, especially if you’re married…

This week on the podcast, I’m bringing you segments of a recent interview I did with Jeremy Keil. In today’s episode, Jeremy and I go into more detail about how to plan for a longer than expected retirement…

This week on the podcast, I’m bringing you segments of a recent interview I did with Jeremy Keil. Today, we’re talking about retirement mistake #1 according to Jeremy, underestimating the length of your retirement, both on the front end, and the back end…

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $390 million in client assets.  If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you’re in the right place! This week’s theme is:  3 Biggest Mistakes People Make In Retirement with Jeremy Keil

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was: Mid-Year 2024 Economic & Market Update   

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2024 Economic & Market Update  Today, I’m talking about investment opportunities in this current market.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2024 Economic & Market Update  Today, I’m talking about the bond markets in 2024.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2024 Economic & Market Update  Today, I’m talking about the stock market update for 2024. It used to be the magnificent 7 dominating market performance.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2024 Economic & Market Update  Today, I’m expanding on yesterday’s recap of the first half of the year to talk about the economy and the outlook for the rest of the year.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2024 Economic & Market Update  Today, I’m recapping what’s happened in the first half of 2024.

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $390 million in client assets.  If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you’re in the right place! This week’s theme is:  Mid-Year 2024 Economic & Market Update

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was:  5 Reasons To Retire As Early As You Can

This week’s theme on the Retirement Quick Tips Podcast is: 5 Reasons To Retire As Early As You Can Today, I’m talking about - Why Retire As Early As Your Can: Life Satisfaction

This week’s theme on the Retirement Quick Tips Podcast is: 5 Reasons To Retire As Early As You Can Today, I’m talking about a very common reason why people continue to work well into their retirement years, but very few people will ever admit out loud: ego driven reasons. You may tell yourself that you don’t have enough saved yet, when in reality you have far in excess of what you need to maintain a comfortable lifestyle. Many people with good jobs in respected careers continue working because they’re chasing the power, prestige, and wealth that comes with their title and their position.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Reasons To Retire As Early As You Can Today, I’m talking about Why Retire As Early As Your Can: You Can Still Work Part-Time

This week’s theme on the Retirement Quick Tips Podcast is: 5 Reasons To Retire As Early As You Can Today, I’m talking about the #1 reason why my clients choose to retire earlier rather than later: to enjoy their healthy years.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Reasons To Retire As Early As You Can So if you’re thinking about retiring and you’ve run the numbers and you’ll be in good shape financially, I hope you’ll allow yourself the permission to retire early if that’s what you really want to do. Today, I’m talking about one of the primary reasons why I think it’s a good choice to retire as early as you can…grandkids.

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $390 million in client assets.  If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you’re in the right place! This week’s theme is:   5 Reasons To Retire As Early As You Can

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was: Are The New Bitcoin ETFs A Good Investment?

This week’s theme on the Retirement Quick Tips Podcast is: Are The New Bitcoin ETFs A Good Investment? Today, I’m talking about how much you should invest in bitcoin if you decide to go down this path.

This week’s theme on the Retirement Quick Tips Podcast is: Are The New Bitcoin ETFs A Good Investment? All this week, I’ve been really hating on bitcoin and the new ETFs, but it’s on’y fair that we look at both sides of this coin, so today I’m talking about reasons to consider bitcoin and who might consider adding it to their portfolio. Then tomorrow, I’ll talk about some finer points of how much to own if you’re going to jump in.

This week’s theme on the Retirement Quick Tips Podcast is: Are The New Bitcoin ETFs A Good Investment? Today, I’m talking about the fear of missing out (FOMO) as a big driver for the popularity of bitcoin and the new bitcoin ETFs.

This week’s theme on the Retirement Quick Tips Podcast is: Are The New Bitcoin ETFs A Good Investment? Today, I’m talking about the risks of owning bitcoin and why I’m not buying the new bitcoin ETFs for my clients.

This week’s theme on the Retirement Quick Tips Podcast is: Are The New Bitcoin ETFs A Good Investment? If you’ve been a listener of the podcast for some time, you may have heard me talk about bitcoin and more broadly, cryptocurrencies, previously on the podcast. 2 years ago in June 2022, I talked about crypto in a weekly theme called: Investments I hate!

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $390 million in client assets.  If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you’re in the right place! This week’s theme is:  Are The New Bitcoin ETFs A Good Investment?

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was: Home Updates That Actually Add Value

This week’s theme on the Retirement Quick Tips Podcast is: Home Updates That Actually Add Value Yesterday, I talked about the problem with most home remodel projects from a financial perspective and that is that they are almost always going to cost more than any increase in value to your home. And if you finance those updates with debt, that just makes it pencil out much worse. 

This week’s theme on the Retirement Quick Tips Podcast is: Home Updates That Actually Add Value Today, I’m talking about the financial considerations when updating your home.

This week’s theme on the Retirement Quick Tips Podcast is: Home Updates That Actually Add Value Today, I’m talking about some additional home updates to avoid

This week’s theme on the Retirement Quick Tips Podcast is: Home Updates That Actually Add Value Today, I’m talking about some of the worst home updates you can make that won’t even come close to recouping the cost. 

This week’s theme on the Retirement Quick Tips Podcast is: Home Updates That Actually Add Value Today, I’m talking about the top 5 low cost upgrades that increase value. These are the things that will give you the most bang for your buck, especially if you plan to sell your house in the next few years.

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $390 million in client assets.  If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you’re in the right place! This week’s theme is:  Home Updates That Actually Add Value

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.  The theme this week was: What I'm Reading - Summer 2024

This week’s theme on the Retirement Quick Tips Podcast is: What I’m Reading, Summer 2024 Edition. I’ve curated some of my favorite articles and things I’ve stumbled on recently that are relevant for your retirement…These are topics that might not be broad enough for an entire week’s theme, but are still worth discussing. Today, I’m talking about an interesting article in the WSJ,citing a new study that suggests that people are overly optimistic about how much they can work later in life.

This week’s theme on the Retirement Quick Tips Podcast is: What I’m Reading, Summer 2024 Edition. I’ve curated some of my favorite articles and things I’ve stumbled on recently that are relevant for your retirement…These are topics that might not be broad enough for an entire week’s theme, but are still worth discussing. Today’s article comes from Bloomberg News - Majority Of Middle-Class Americans Say They Struggle Financially…

This week’s theme on the Retirement Quick Tips Podcast is: What I’m Reading, Summer 2024 Edition. I’ve curated some of my favorite articles and things I’ve stumbled on recently that are relevant for your retirement…These are topics that might not be broad enough for an entire week’s theme, but are still worth discussing. Today, I’m talking about a post on Dave Ramsey’s website 

This week’s theme on the Retirement Quick Tips Podcast is: What I’m Reading, Summer 2024 Edition. I’ve curated some of my favorite articles and things I’ve stumbled on recently that are relevant for your retirement…These are topics that might not be broad enough for an entire week’s theme, but are still worth discussing. Today, I’m talking about the recent milestone of the Dow reaching 40,000