Discovering Your Purpose in Retirement – Planning for Happiness in the Next Chapter of Your Life with Sue Mintz (Ep.17)

Discovering Your Purpose in Retirement – Planning for Happiness in the Next Chapter of Your Life with Sue Mintz (Ep.17)

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While it’s widely acknowledged that retirement involves careful financial planning, its essence extends far beyond mere numbers – a facet often overlooked.  Today, Sue Mintz, a certified retirement transition coach, unravels the intricacies of crafting a comprehensive retirement strategy that embraces the full spectrum of considerations. Sue highlights that retirement should be viewed as a …

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Turning Your Hobby Into a Paid Passion with Lee Rathbun (Ep.16)

Turning Your Hobby Into a Paid Passion with Lee Rathbun (Ep.16)

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“Find a job you’ll love and you’ll never work a day in your life.”’ But how? Michelle Gessner is joined by special guest Lee Rathbun, a part-time sports official who shares his journey of turning his hobby into a paid gig. They explore the theme of “What are you going to do in retirement,” emphasizing …

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Medicare: A Comprehensive Guide with Joanne Giardini Russell (Ep.15)

Medicare: A Comprehensive Guide with Joanne Giardini Russell (Ep.15)

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After the successful release of “Understanding Medicare: A Guide for Beginners,” Michelle was prompted to ask Joanne Giardini Russell back to the show to provide a deeper look into Medicare. Let’s gain further knowledge about how to make informed decisions regarding your healthcare and insurance options as Michelle and Joanne discuss:  Recommendations to prepare for …

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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)

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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)

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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)

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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)

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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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