Tag: Wealth Management

FEATURE
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 complexities of retirement and tax regulations. 

In this episode, you will:

  • Learn about common tax planning mistakes and traps that individuals often overlook
  • Hear real-life examples of how advisors can help you avoid costly tax implications
  • Get a glimpse into the key provisions of the recent Secure Act 2.0 and how they may impact your retirement planning
  • Why Sarah feels Roth IRAs and Roth Conversions are here to stay
  • And more

Resources:

Connect with Sarah Brenner: 

Connect with Michelle Gessner:

About Sarah Brenner:

Sarah has worked for almost twenty years helping clients solve complex technical IRA questions.  She has been a contributing writer for many IRA texts, articles, and training manuals and has been quoted in national financial and tax publications such as CCH IRA Guide.  

She is an experienced speaker who has educated thousands of professionals in the financial industry including attorneys, CPAs, bankers, financial advisors, and brokers on retirement plan rules.  Sarah has won praise for her ability to communicate complex laws in an easy-to-understand way and provide practical strategies for clients.

Sarah is a contributing writer and editor for Ed Slott’s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s website, www.irahelp.com. Sarah also serves as a valuable resource for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning. She consults with firm clients and creates IRA course manuals and training programs for financial advisors.

Sarah is a graduate of Smith College and Villanova School of Law.  She is a member of the Pennsylvania Bar.  She practiced law with a concentration in elder law for several years and for fifteen years was a senior consultant with PMC, Pension Management Company, an independent IRA consulting firm for financial organizations nationwide.

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 clients’ 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.

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

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

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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 care options and possible scenarios that could affect you and your family.

If planning for long-term care frightens you, or you think you’re simply not old enough to plan, you need a reality check. Every day, we are all getting older, and the fact of the matter is most people are not financially ready for what could possibly happen as they age.

Join Michelle as she tackles common questions regarding long-term care, provides invaluable insight from the perspective of a CERTIFIED FINANCIAL PLANNER™ professional, and shares some startling statistics about our aging population.

Gain information for yourself or to share with your family about:

  • The various types of long-term care available; assisted living, nursing homes, adult daycare, and at-home nursing care. 
  • Startling statistics that will propel you to take long-term care planning seriously
  • The expenses associated with long-term care, including discussions around Medicare and Health Insurance
  • What is long-term care, and how to know if you or a loved one requires assistance
  • How the latest insurance policies work that may be less expensive than you thought
  • And more!

Resources:

Connect with Michelle Gessner: 

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. 

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

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

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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 to ensure that your hard-earned assets are passed down to your loved ones and that your wishes are carried out. 

Join Michelle as she highlights:

  • The importance of having a sense of urgency when it comes to estate planning
  • Issues with boilerplate wills and why they’re not suitable for everyone
  • How outright distributions from a will can leave your assets vulnerable to lawsuits and creditors
  • The benefits of working with an experienced estate planning attorney to create a customized plan that meets your unique needs and protects your assets
  • And more!

Connect with Michelle: 

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 clients’ 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.