Top Takeaways from 2023 (Ep.13)
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A new year provides opportunities for growth and self-improvement, and this extends to your finances too!
But before we look too far ahead, let’s revisit a few 2023 episodes of Retire To A Life You Love® for the top takeaways that you can carry into the new year.
Gain insight as Michelle highlights practical reminders and nuggets of financial wisdom like:
- The value of understanding and implementing tax strategies for your retirement
- Tips for your Roth 401(k), Roth 403(b) including converting pre-tax money
- Benefits of a Qualified Charitable Distribution (QCD) strategy
- Key issues for estate planning for yourself but also your aging parents
Resources:
- Reducing Tax Rate Risks For Your Retirement (Ep.3)
- Understanding Medicare: A Guide For Beginners (Ep.4)
- How to Avoid Common Estate Planning Mistakes (Ep. 5)
- Planning Beyond Today: A Look at Long-Term Care Planning (Ep. 7)
- Master Your Tax Planning For Retirement With Sarah Brenner (Ep.8)
- The Importance of Personal Risk Management with Ryan Kaiser (Ep.10)
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.