Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

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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 …

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You Got Laid Off – Now What? 10 Important Steps to Take (Ep.26 )

You Got Laid Off – Now What? 10 Important Steps to Take (Ep.26 )

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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 …

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How To Find the Right Financial Advisor (Ep.25)

How To Find the Right Financial Advisor (Ep.25)

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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 …

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Holding More Stocks and Less Bonds: Commentary from our Expert Investment Team (Ep. 24)

Holding More Stocks and Less Bonds: Commentary from our Expert Investment Team (Ep. 24)

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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 …

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How Are My Social Security Benefits Taxed? (Ep. 23)

How Are My Social Security Benefits Taxed? (Ep. 23)

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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 …

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Important Tax Mistakes to Avoid {That CPAs Wish You Knew} (Ep.22)

Important Tax Mistakes to Avoid {That CPAs Wish You Knew} (Ep.22)

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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 …

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Will Social Security Run Out of Money and Optimizing Your Benefits (Ep. 21)

Will Social Security Run Out of Money and Optimizing Your Benefits (Ep. 21)

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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 …

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Behind The Curtain: What You Need To Know About Annuities (Ep.20)

Behind The Curtain: What You Need To Know About Annuities (Ep.20)

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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, …

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Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)

Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)

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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 …

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Long-Term Disability Insurance: What You Don’t Know Can Hurt You (Ep.18)

Long-Term Disability Insurance: What You Don’t Know Can Hurt You (Ep.18)

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Are you undervaluing the importance of long-term disability insurance in your financial plan? This episode reveals the common myths and misunderstandings that could cost you and your loved ones dearly. Michelle dives into why even retirees need to grasp the nuances of disability insurance policies and how overlooking the benefits could expose gaps in your …

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