This week’s theme on the Retirement Quick Tips Podcast is: How I’m Investing $350 million in 2024 Today, I’m talking about landmines to avoid 

This week’s theme on the Retirement Quick Tips Podcast is: How I’m Investing $350 million in 2024 Today, I’m talking about how I’m investing cash in 2024.

This week’s theme on the Retirement Quick Tips Podcast is: How I’m Investing $350 million in 2024 Today, I’m talking about how I’m investing in the bond market in 2024.

This week’s theme on the Retirement Quick Tips Podcast is: How I’m Investing $350 million in 2024 Today, I’m talking about how I’m investing in the stock market in 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, an independent financial advisory practice managing over $350 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, stick around this week as I talk about:  How I'm Investing $350 Million In 2024

This week’s theme on the Retirement Quick Tips Podcast is: Merry Christmas Today, I’m talking about the free giveaway for this week as my Christmas present to you…

Merry Christmas to you!  And 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, an independent financial advisory practice managing over $350 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, stick around this week as I talk about:  My Christmas present to you - a free giveaway! But you’ll have to tune in tomorrow (or any day for the rest of the week) to hear more about that. But for today, I just want to wish you a very Merry Christmas. My prayer for you and your family is that you experience the hope, joy, and boundless love of God this Christmas.  

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. By the way, Merry Christmas Eve to you! Our family tradition on Christmas Eve is to make a birthday cake for Jesus that we enjoy on Christmas Day with our dinner to help remind us that Christmas is all about Jesus! This week the theme was: Tax Harvesting: A Guide To Reduce Your Tax Bill

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting Today, I’m talking about the last step in harvesting losses - reviewing the strategy and buying back if you choose to do that.

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting Today, I’m talking about pulling the trigger on harvesting by selling positions that will help you save on taxes either by selling winners or losers depending on your situation and the existing gains or losses you already have.

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting Today, I’m talking about the other side of the coin from yesterday’s episode, which is reviewing your losses. Go back to yesterday’s episode if you missed it.

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting Today, I’m talking about step 2, which is reviewing your gains and income.

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting. Today, we’re diving into step 1, which is identifying if you’re a good candidate & identifying the right accounts

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, an independent financial advisory practice managing over $340 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, stick around this week as I talk about:  Tax Harvesting: A Guide To Reduce Your Tax Bill

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: Buy Long Term Care Insurance or Self Insure?

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure?

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure? Today, I’m talking about considering a hybrid policy that combines long-term care insurance and life insurance, so you don’t have the “use it or lose it” problem.

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure? Today, I’m talking about how you can customize a long term care policy for your budget…

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure? Today, I’m talking about when you should look seriously at buying a long-term care policy

This week’s theme on the Retirement Quick Tips Podcast is: Buy Long Term Care Insurance or Self Insure? Today, I’m talking about long-term care insurance basics and we’ll also look at the likelihood that you’ll benefit from this type of insurance policy

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, an independent financial advisory practice managing over $340 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, stick around this week as I talk about: Buy Long Term Care Insurance or Self Insure?

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: 5 Things Keeping You Broke

This week’s theme on the Retirement Quick Tips Podcast is: 5 Things Keeping You Broke Today, I’m talking about the mistake I see all too often that keeps people broke - is chasing fads and reaching for big wins with your retirement savings.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Things Keeping You Broke Today, I’m talking about the little things that don’t seem like much at the time, but they’re keeping you broke.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Things Keeping You Broke Today, I’m talking about why inadequate emergency savings are keeping you broke. 

This week’s theme on the Retirement Quick Tips Podcast is: 5 Things Keeping You Broke Today, I’m talking about how too many payments are keeping you broke.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Things Keeping You Broke Today, I’m talking about the problem of acting rich.

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, an independent financial advisory practice managing over $340 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, stick around this week as I talk about: 5 Things Keeping You Broke

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: How To Know When To Stop Working

This week’s theme on the Retirement Quick Tips Podcast is: How To Know When To Stop Working So far this week, I’ve talked about how to make sure you have enough money and financial breathing room to retire, as well as  Today, I’m talking about 3 more signs that you’re ready to retire

This week’s theme on the Retirement Quick Tips Podcast is: How To Know When To Stop Working Today, I’m talking about the role of debt in your retirement decision. 

This week’s theme on the Retirement Quick Tips Podcast is: How To Know When To Stop Working Today, I’m talking about my top 10 retirement checklist.

This week’s theme on the Retirement Quick Tips Podcast is: How To Know When To Stop Working It’s never a good idea to make big life decisions in a state of agitation, frustration, or desolation. Today, I’m talking about Retiring When You Have Something To Retire To

This week’s theme on the Retirement Quick Tips Podcast is: How To Know When To Stop Working Today, I’m talking about knowing when you can finally afford to retire.

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, an independent financial advisory practice managing over $340 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, stick around this week as I talk about: How To Know When To Stop Working

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: The Connection Between Gratitude & Money

This week’s theme on the Retirement Quick Tips Podcast is: The Connection Between Gratitude & Money Today, as I start to wrap up the week, I want to offer some ideas on how to be more grateful. I fall into the whiny trap too, so I’m talking to myself as much as you this week.

This week’s theme on the Retirement Quick Tips Podcast is: The Connection Between Gratitude & Money Happy day after Thanksgiving to you! I think I enjoy the day after just as much, because all the busyness of thanksgiving has passed and I just get to take a day off work, relax at home, and make one of my favorite dinners that I only make once a year: leftover Thanksgiving casserole.  Today I want to talk about the connection between gratitude and spending money in a way that does help bring more contentment and satisfaction.

This week’s theme on the Retirement Quick Tips Podcast is: The Connection Between Gratitude & Money Happy Thanksgiving! This year for Thanksgiving I wanted to take the opportunity on this day of giving thanks to thank you for listening to the podcast! The show continues to grow and I know (because you tell me!) that it’s helping you with your important retirement decisions, so I really appreciate you! Thank you!  

This week’s theme on the Retirement Quick Tips Podcast is: The Connection Between Gratitude & Money Today is a continuation of yesterday where I talked about the comparison trap and the biggest connection between gratitude and money, which is reflected in our spending habits.

This week’s theme on the Retirement Quick Tips Podcast is: The Connection Between Gratitude & Money Today, I’m talking about the most important connection between gratitude and money - comparison. 

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, an independent financial advisory practice managing over $340 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, stick around this week as I talk about: The Connection Between Gratitude & Money

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: Minimizing Your Future RMDs Today

This week’s theme on the Retirement Quick Tips Podcast is: Minimizing Your Future RMDs  Today, I’m talking about spreading out your IRA income over more years to minimize future RMDs

This week’s theme on the Retirement Quick Tips Podcast is: Minimizing Your Future RMDs  Today, I’m talking about how to get more money into your Roth to minimize your future RMDs.

This week’s theme on the Retirement Quick Tips Podcast is: Minimizing Your Future RMDs  Today, I’m talking about how to minimize future RMDs by working longer. 

This week’s theme on the Retirement Quick Tips Podcast is: Minimizing Your Future RMDs  Today, I’m talking about the problem with RMDs in retirement & for your heirs

This week’s theme on the Retirement Quick Tips Podcast is: Minimizing Your Future RMDs  Today, I’m talking about RMD basics - when you start and how much you’ll take out each year.