Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)
Podcast: Play in new window | Download | Embed
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 plan, and the importance of stress-testing your retirement strategy.
She also shares some key insights on finding purpose in retirement, ensuring both financial security and personal fulfillment.
By listening to this episode, you will:
- Better understand why professional investment advice can lead to greater success and diversification
- Learn the pros and cons of keeping your retirement funds in your employer’s plan versus rolling them over
- Determine if you are getting the tax planning you need
- Discover how to stress-test your retirement plan against unexpected financial changes and ensure your assets are protected
- Gain valuable insights into finding purpose and happiness in retirement, beyond the financial aspects
- And more
Resources:
- “So You Think You Are Ready To Retire?: What You REALLY Want to Know Before You Take The Leap” by Barry LaValley
- Putting a value on your value: Quantifying Vanguard Advisor’s Alpha®
- Retirement Heaven or Hell: 9 Principles for Designing Your Ideal Post-Career Lifestyle
Connect with Michelle Gessner:
- Gessner Wealth Strategies
- 713-589-6448
- LinkedIn: Michelle Gessner
- Facebook: Gessner Wealth Strategies
- Twitter: Gessner Wealth Strategies
- YouTube: Gessner Wealth Strategies
About Michelle Gessner:
As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her client’s interests. Her greatest joy is working to do what is right for them and be their voice.
Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.