Retiring Abroad: How Glenda Cole is Living Her Storybook Life in Portugal (Ep.14)

Retiring Abroad: How Glenda Cole is Living Her Storybook Life in Portugal (Ep.14)

A lot of us spend time planning for our retirement from a financial perspective, which I will never tell you is a bad thing. However, how much thought have you given to HOW you will spend your retirement? Everyone deserves to Retire to a Life You Love®, and today’s guest has done just that! Glenda …

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5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)

5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)

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. …

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How to Avoid Common Retirement Planning Mistakes (Ep.9)

How to Avoid Common Retirement Planning Mistakes (Ep.9)

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 …

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Master Your Tax Planning For Retirement with Sarah Brenner (Ep. 8)

Master Your Tax Planning For Retirement with Sarah Brenner (Ep. 8)

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 …

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Planning Beyond Today: A Look at Long-Term Care Planning (Ep. 7)

Planning Beyond Today: A Look at Long-Term Care Planning (Ep. 7)

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 …

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Estate Planning and the Possibility for Long-Term Care with Kim Hegwood (Ep. 6)

Estate Planning and the Possibility for Long-Term Care with Kim Hegwood (Ep. 6)

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 …

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How to Avoid Common Estate Planning Mistakes (Ep. 5)

How to Avoid Common Estate Planning Mistakes (Ep. 5)

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 …

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