Welcome to the Retirement Quick Tips podcast! I’m your host Ashley Miccich, and on this podcast I help you plan and invest wisely for a secure and comfortable retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily doses of retirement planning wisdom, you’re in the right place. 

As the episode title suggests, I’m off right now on maternity leave. My due date for baby #4 was January 1st, so by the time you hear this episode I’ll no doubt be snuggling with our latest babe, recovering from birth, and delirious with a lack of sleep. This baby was quite a surprise, as I never ever saw myself with a large family of 4 children, and neither did my husband, but we are so excited to welcome this gift into our family. 

In fact, the name my husband and I selected for this baby boy means “gift of God”. Interestingly enough, his brother’s name and our 3rd child, Theodore, also means gift of God. 

Needles to say, I’ll be taking a couple of weeks off the podcast. I’ll return with new episodes the week of January 23rd. Until then I have a couple of things for you….

1. If you have a goal or resolution for 2023 that’s related to your finances, send me an email and let me know what your goal is and how you plan to achieve it, and any potential roadblocks or challenges you think you might have with reaching your goal. 

I’ll pick my favorite submissions and feature them on the podcast later this month.

My email is [email protected]. That’s [email protected].

1. The 2nd item is a free resource that is very timely as we embark on a new year. It’s a free under-the-hood portfolio analysis.

An under the hood portfolio analysis will look under the hood of your portfolio to show you how your portfolio is allocated among stocks, bonds, and cash; how much you have invested in each sector like tech and healthcare, and how well diversified your portfolio is across different regions as well. The analysis will even show concentrations in your portfolio of your top 10 stock holdings in your various investment holdings. 

With continued uncertainty in the economy and markets in 2023, it’s the perfect time to better understand both what’s right with your retirement investments as well as any potential red flags, so you can better position your portfolio for the long-term, and an under the hood analysis will do just that. 

Once you email me to start the analysis, I’ll provide a link so you can securely send me the data I’ll need. All of it is free & confidential with no strings attached. You’ll receive a portfolio analysis report, as well as some expert insight from yours truly.

So if you’d like to tell me about your 2023 financial resolution or take advantage of the under-the-hood portfolio analysis, just send an email to [email protected]. That’s [email protected]. 

Thanks for listening! Looking forward to being back with new episodes on the 23rd. My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.

----------

>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Visit the podcast page: https://truenorthra.com/podcast/ 

----------

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