What if you could retire to a life that feels like a storybook dream? In this latest episode of Retire to a Life You Love®, Michelle Gessner, CFP®, reconnects with Glenda Cole who is living an idyllic retirement in Portugal. Known for her vibrant lifestyle in the Algarve region, Glenda shares insights into why Portugal …
Join Michelle Gessner, CFP®, as she welcomes Lauren Morris, the client services extraordinaire at Gessner Wealth Strategies. Lauren shares her behind-the-scenes skills on simplifying the financial complexities that often perplex us. Whether it’s navigating the ins and outs of accessing funds, ensuring tax efficiency, managing paperwork with Schwab, and knowing what questions to ask, or …
What do you do when life throws you a curveball, like an unexpected job layoff? Join Michelle Gessner, CFP®, on navigating the uncertainty of job loss and crafting a viable plan forward. Michelle shares her personal layoff experience post-9/11, and delves into ten essential action steps everyone should consider when faced with sudden unemployment. From …
What are the right questions to ask when choosing a financial advisor? Knowing what to ask can differentiate between retiring comfortably and facing unexpected challenges. Join CERTIFIED FINANCIAL PLANNER™, Michelle Gessner to discover the critical questions you should ask when searching for a financial advisor – and the three questions you should ask yourself when …
How do elections and rate changes affect your investment portfolio? Join Michelle for an engaging conversation with John Archbold and James Yahoudy, two members of the expert investment team supporting Gessner Wealth Strategies called Aptus Capital Advisors. Together, they explore the dynamic world of investments, unpacking Aptus’ unique investment philosophy and the potential impact of …
How much of your Social Security Benefits do you keep after taxes? How can you better plan your taxes to reduce the amount taken from your Social Security during retirement? In this episode, Michelle Gessner, CERTIFIED FINANCIAL PLANNER™, dives into the nuances of how your Social Security benefits are taxed. She unravels the complexities and …
In this episode, Michelle Gessner sits down with Madison Ross, co-founder of Ross & Connor LLP, a CPA firm based in Fort Worth, Texas. Together, they dive into why proactive tax planning and working with professionals is essential to avoid costly mistakes and optimize tax strategies. Madison, an expert in small business, real estate, and …
If you want to make the most of your Social Security benefits, this episode is a must-listen! Join Michelle Gessner as she breaks down the facts behind the Social Security debate—will it run out, or is it just a myth? Plus, Michelle shares essential strategies whether you’re married, divorced, or a surviving spouse, to help …
Are annuities a smart addition to your retirement portfolio? Join Michelle as she breaks down different types of annuities—fixed, fixed index, and variable annuities—explaining how they can fit into a comprehensive financial plan. Understand the tax advantages and risks associated with each type, and learn why annuities might not be as bad as you think, …
Are you ready for retirement? Let’s find out! On today’s show, Michelle Gessner, CFP® shares a checklist that includes six questions to ask and answer before you decide to hang up your career hat. With her co-host, Michelle discusses the necessity of professional help with investments, the decision to retain money in an employer’s retirement …