As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle understands how confusing all of the rules, guidelines, and restrictions surrounding taxes can be. That is why she has dedicated this episode to helping you maximize your tax benefits before year-end. Join Michelle as she provides a few simple strategies, breaks down financial terms and jargon, and explains …
In today’s world of relationships, if you are ignored, you’re being ‘ghosted.’ Basically, the person doing the ghosting has decided that they no longer care about you. Do you feel this way about your financial advisor? If they don’t regularly communicate, share market advice or insights, or return your calls, you are likely being ghosted. …
If you go outside when it is raining, you take an umbrella to keep you from getting wet. When you ride in a car, you put on your seatbelt to keep you safe. But what do you do to safeguard your finances? Taking proper precautions for the safety of your assets and finances is just …
Planning for your retirement is not black and white. It’s not cookie-cutter, or one-size-fits-all. And because there is no universal template when it comes to retirement planning, it’s important that your plan is tailored to your lifestyle and how you envision your post-work life. In this episode, Michelle provides ten strategies to help you avoid …
Join Michelle Gessner, CFP ® as she chats with tax attorney and educator Sarah Brenner from Ed Slott and Company, LLC. With over 20 years of experience, Sarah has become a trusted resource for financial advisors and their clients across the nation. Listen as she shares her insights on how you can navigate through the …
Don’t wait for tomorrow, next week, or next month to figure out your long-term care plan. Now is the time to equip yourself with knowledge so you can properly plan for your future. In this thought-provoking episode, Michelle Gessner, CFP® and host of the Retire To A Life You Love® podcast walks listeners through long-term …
Aging is a reality that none of us can escape, and planning for it can be daunting. In this episode, Kim Hegwood, Owner and Managing Attorney of Your Legacy Legal Care, emphasizes the importance of planning for long-term care, regardless of age. Through her extensive experience, Kim has seen firsthand the financial and emotional toll …
We’ve all heard horror stories, or know someone that wasn’t prepared and suffered costly consequences. Don’t be that someone. In this episode, Michelle Gessner, CFP® delves into the world of Estate Planning by sharing stories of common mistakes and provides insight into how you can prepare for the unexpected. Estate planning is crucial in order …
In this informative episode, Joanne Giardini-Russell, owner of Giardini Medicare, delivers a simple and understandable guide to understanding Medicare. While it may not be the most thrilling topic, gaining a solid grasp of Medicare is critical for individuals seeking reliable health insurance. Joanne’s message emphasizes the importance of being informed, the benefits of being proactive …
In the world of retirement planning, taxes can be a significant expense that are often overlooked. In this informative episode, CERTIFIED FINANCIAL PLANNER™ practitioner Michelle Gessner shares her insights, and dispels common myths about taxes and retirement. She highlights the prevalence of pre-tax money in retirement accounts and the mandatory Required Minimum Distributions (RMDs) from …