This week’s theme on the Retirement Quick Tips Podcast is: 5 Investments Every Retiree Should Own Yesterday, I talked about the core bond holding for retirees - a bond ladder. Today, I’m talking about: the other essential elements of the fixed income side of a rock solid retirement portfolio - cash, money market, and short term bond holdings.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Investments Every Retiree Should Own Yesterday, I talked about the core of your stock portfolio in retirement - high quality dividend growing stocks. Today, I’m talking about the core of your bond portfolio: A bond ladder.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Investments Every Retiree Should Own If you could build an investment portfolio from scratch today, what should that portfolio look like? I know this is a bit oversimplified, but by removing any of the complicating factors like taxes, we can look at this question from the point of view of what’s ideal. With that in mind, I’m talking today about the most important type of investment that should really be in every single retirees portfolio, without exception, and that is high quality, dividend growing stocks.

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 retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: 5 Investments Every Retiree Should Own. So this week, I’ll talk about the foundational elements of a rock solid retirement portfolio.

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: Biggest Retiree Regrets In case you missed any episodes, here’s what I covered this week: Not saving enough No fulfillment in retirement Not prioritizing relationships  Timing it wrong Lack of clarity and goals

This week’s theme on the Retirement Quick Tips Podcast is: Biggest Retiree Regrets Today, I’m talking about a retiree regret I’ve touched on in a few other episodes this week, but it deserves it’s own day: Not defining what a successful retirement means for you.

This week’s theme on the Retirement Quick Tips Podcast is: Biggest Retiree Regrets Today, I’m talking about Timing It Wrong with your retirement decision.

This week’s theme on the Retirement Quick Tips Podcast is: Biggest Retiree Regrets Today, I’m talking about: Biggest predictor of retirement success

This week’s theme on the Retirement Quick Tips Podcast is: Biggest Retiree Regrets Today, I’m talking about an unexpected challenge many retirees face once the early honeymoon period of retirement wears off: No longer feeling a sense of fulfillment or purpose

This week’s theme on the Retirement Quick Tips Podcast is: Biggest Retiree Regrets Today, I’m talking about one of the top retiree regrets: not saving enough

Welcome to a new week here on the Retirement Quick Tips podcast and Happy Labor Day! I’m trying to squeeze in the last of summer this weekend before 2 of my kids start school tomorrow, and I’m happy that you’re here with me, when you should be just relaxing…seriously, what are you doing here?! Shut this off and go back to bed, binge on netflix, go to the pool, or do whatever relaxes and refreshes you today!  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 retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: Biggest retiree regrets. I think about regret a lot. I worry that I’ll look back on the years that I had little kids and that I didn’t do enough with them and for them or that I’ll mess them up somehow. I’m fearful that I’ll regret the choices I made, what my priorities were, and how I spent my time. Life is a gift, and my children are all a precious gift to me and I worry that I’ll waste those gifts focusing on the wrong things. I think most of that worry comes from how I’m wired and my personality traits, and being perhaps overly concerned about the future.  If you’re planning for retirement, though, I think it’s helpful to learn from people who have walked before you in retirement…what did they do right? What did they do wrong and what would they change or do differently if they could go back in time?  So this week, I’ll talk about some of the top regrets from retirees about money, relationships, health, finding fulfillment, and using your time wisely. That’s it for today. Thanks for listening! Come on back tomorrow…where I’ll share with you  My name is Ashley Micciche...and this is the Retirement Quick Tips podcast. ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP   >>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs >>> Visit the podcast page: https://truenorthra.com/podcast/  ---------- Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance  

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: 401k Strategy 2023 In case you missed any episodes, here’s what I covered this week: You Should Save This Much In Your 401k In 2023 Choosing the Right 401k Investments In 2023 Which Is Better: Traditional 401k or Roth 401k? Can You Rollover Your 401k While You're Still Working?  Don’t Take Money Out Of Your 401k! But If You Must, Here’s How…

This week’s theme on the Retirement Quick Tips Podcast is: 401k Strategy in 2023 Today, I’m talking about what to do if you need to take money out of your 401k.

This week’s theme on the Retirement Quick Tips Podcast is: 401k Strategy in 2023 Today, I’m talking about a question I get a lot from clients - can I rollover my 401k to my IRA while I’m still working? 

This week’s theme on the Retirement Quick Tips Podcast is: 401k Strategy in 2023 Today, I’m talking about which is better - a Traditional or Pre-Tax 401k or a Roth 401k.

This week’s theme on the Retirement Quick Tips Podcast is: 401k Strategy in 2023 Today, I’m talking about choosing the right investments in your 401k in 2023.

This week’s theme on the Retirement Quick Tips Podcast is: 401k Strategy in 2023 Today, I’m talking about how much you can and should save in your 401k in 2023

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. I’ve been on a summer hiatus since July, so it’s good to be back with you and publishing new episodes this week. On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: a 401k strategy in 2023.

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have a free resource for you: A top 10 retirement checklist To get your free top 10 things to do before retirement checklist, just go to www.truenorthra.com/top10

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have a free resource for you: A Financial Inventory List

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have another free resource for you this week: An under-the-hood portfolio analysis. An under the hood portfolio analysis will look under the hood of your portfolio, showing you how your portfolio is allocated among stocks, bonds, and cash; how much you have invested in each sector like tech and healthcare, and how well diversified your portfolio is across different regions as well. The analysis will even show concentrations in your portfolio of your top 10 stock holdings in your various investment holdings.  You’ll receive a portfolio analysis report, as well as some expert insight from yours truly on how you can improve your portfolio, and any red flags that I see which could derail your investment portfolio.  The analysis is free & confidential with no strings attached.  If you’d like an under-the-hood portfolio analysis report, you can get started by sending me an email: [email protected]. I’ll send you instructions and an access link to a secure folder so you can send me what’s needed to send you the report and analysis.  Again that’s [email protected].  I will be back with new episodes on August 28th, but in the meantime, enjoy these free resources that I’ll be continuing to roll out on Mondays until then.  That’s it for today. Thanks for listening! I hope you have a blessed week!  ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs >>> Visit the podcast page: https://truenorthra.com/podcast/  ---------- Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have a free resource for you: A Retirement Budget Worksheet. To get your free worksheet, just go to www.truenorthra.com/budget

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 $330 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision.   On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, you are in the right place.    This week on the podcast, I’m taking a little summer break.  

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: Mid-Year 2023 Economic & Market Update In case you missed any episodes, here’s what I covered this week: Mid-Year 2023 Economic & Market - 1st half recap Economic, stock market, & bond market outlook Investment opportunities

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update Today, I’m talking about investment opportunities that exist today in this current economic and market climate, which I must say is a real head scratcher.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update Today, I’m talking about the outlook for bonds in the 2nd half of 2023.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update Today, I’m talking about the stock market outlook for the rest of 2023, and there are a lot of reasons to be cautious that I talked about yesterday, but also several positive signs as well.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update Today, I’m talking about the economic outlook for the rest of 2023.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update Today, I’m recapping the first half of 2023: Stocks continued to climb a wall of worry in the first half of 2023. The S&P 500 was up nearly 16% this year at the close of the second quarter, and the Dow Jones Industrial Average has climbed 3.8% this year, despite soft economic data, prominent bank failures, fears about the debt ceiling, and continued worries about an imminent recession.

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 $300 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision. On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: Mid-Year 2023 Economic & Market Update 

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: I Have No Friends In Retirement In case you missed any episodes, here’s what I covered this week: Happy Birthday America! Where Did All Our Friends Go?  3 Types of Friendships, According to Aristotle The Best Predictor of Longevity, Health, & Happiness In Retirement How To Start Investing More In Your Friendships

This week’s theme on the Retirement Quick Tips Podcast is: I Have No Friends In Retirement Today, I’m talking about how you can start investing in friendships now.

This week’s theme on the Retirement Quick Tips Podcast is: I Have No Friends In Retirement Today, I’m talking about the best predictor of longevity, health, and happiness later in life.

01This week’s theme on the Retirement Quick Tips Podcast is: I Have No Friends In Retirement Today, I’m talking about the 3 types of friendships, according to Aristotle.

This week’s theme on the Retirement Quick Tips Podcast is: I Have No Friends In Retirement Today, I’m talking about some interesting insights from Laurie Santos, a cognitive scientist and psychology professor at Yale University.

This week’s theme on the Retirement Quick Tips Podcast is: I Have No Friends In Retirement If you’re listening on the day this episode airs, happy Independence Day! And being that the theme this week is all about friendship, I have a challenge for you. If you aren’t already meeting up in person with family or friends today, call or text someone and ask them what their plans are.

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 $300 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision. On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: I have no friends in retirement.

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: America’s $7 Trillion Retirement Crisis In case you missed any episodes, here’s what I covered this week: What is the $7 Trillion Risk? The Retirement Crisis That’s Been Brewing For Decades Why Affluent Households Are Facing A Crisis Too How To Fix Your Own Retirement Crisis - Part 1 How To Fix Your Own Retirement Crisis - Part 2   The most important takeaway from this week is… Tomorrow, I’m starting a brand new theme: Are You Investing Enough In Your Hobbies & Friendships?  

This week’s theme on the Retirement Quick Tips Podcast is: America’s $7 Trillion Retirement Crisis Today, I’m talking about How To Fix Your Own Retirement Crisis - Part 2

This week’s theme on the Retirement Quick Tips Podcast is: America’s $7 Trillion Retirement Crisis Today, I’m talking about The 2 Part Solution if you find that you have a gap in your own retirement savings.

This week’s theme on the Retirement Quick Tips Podcast is: America’s $7 Trillion Retirement Crisis Today, I’m talking about Why Affluent Households Are Facing A Crisis Too, and are a big part of the $7 trillion retirement savings gap.  

This week’s theme on the Retirement Quick Tips Podcast is: America’s $7 Trillion Retirement Crisis Today, I’m talking about why the $7 trillion retirement crisis - which is the gap between what Americans have saved for retirement and what they actually need to maintain their standard of living - why this crisis has been brewing for decades

This week’s theme on the Retirement Quick Tips Podcast is: America’s $7 Trillion Retirement Crisis Today, I’m talking about what the $7 trillion retirement crisis is and what this massive number represents. 

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 $300 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision.   On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: America’s $7 Trillion Retirement Crisis  

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast This week the theme was: 5 Benefits of A Financial Plan For Retirement

This week’s theme on the Retirement Quick Tips Podcast is: 5 Benefits of A Financial Plan For Retirement Today, I’m talking about one final benefit of a financial plan for retirement, and that is that it serves as a road map for decision making.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Benefits of A Financial Plan For Retirement Today, I’m talking about when you should embark on the planning process if you’re going to create a financial plan for retirement.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Benefits of A Financial Plan For Retirement Today, I’m talking about how a financial plan for retirement helps you prioritize your most important financial goals.