Welcome to a new week here on the Retirement Quick Tips podcast! 

I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision. 

The theme this week on the podcast is: Know Thyself

I’ll give you a few questions to ponder as you consider how your prior investing experience, your personality, your values, and your tolerance for risk should inform how you make financial decisions and how you invest your money. 

These are questions that I ask clients all the time, so this week, I’ll ask you these same questions and talk about why the answer matters, what the implications are for your finances and plans for retirement, and some common answers I hear from my own clients…all with the goal in custom tailoring your financial decisions and how you manage your money to what matters most to you. 

That’s it for today. Thanks for listening! Come on back tomorrow where I’ll ask you one of the first questions I always ask clients. 

My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance