Retire With Ashley

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money…

Today, Keegan and I are talking about giving & investing

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money…

Today, Keegan and I are talking about some big picture questions when it comes to money…

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money…

Today, Keegan and I are talking about spending money.

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money…

Today, Keegan and I are talking about the following scenario: If someone has enough money to stop working, do you think it's best to stop working or continue to work? Why would someone choose to keep working? Why would someone choose to stop working?

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money…

Today, Keegan and I are talking about saving money…

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.

Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I'm glad you're here, making this podcast part of your daily routine, & spending a few minutes with me each day.

This week's theme is: 10 Money Tips From A 10 Year Old

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast.

The theme this week was:Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy

I really enjoyed talking with Sean and getting his perspective on year-end tax planning considerations for investors.

The most important takeaway from this week is that it's always important in the last few weeks of the year to take a look at your income and tax situation and decide if there is anything else you could or should be doing to help with keeping your taxes lower in the current year, or in the case of the Roth conversion, looking ahead to future years to lower your taxes down the road.

The time to do this is now…before the distraction of the holidays pushes these planning tips to the wayside. Better yet, if you have a tax advisor, now is a great time to connect with them, be proactive, and ask them specifically about the tax savings strategies that appeal to you - get their opinion on which ones make the most sense in your situation and

Tomorrow, 10 Money Tips From A 10 Year Old. My daughter Keegan has been eager to get on the podcast, and she's a very outgoing and chatty girl, so she has a lot to say about a great many things - even money.

Children can be so wise, and they see things from an entirely different perspective than we can as adults. They're free from many of the money challenges that plague adults because of experiences, upbringing, hard knocks and successes.

So next week, you'll hear her unfiltered perspective on money and life.

Thank you so much for listening this week! If you're enjoying the podcast, please share the show! Be sure to subscribe if you haven't already, and if you're interested in learning more about working with me, check out my website: www.truenorthra.com.

Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

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

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

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

This week on the podcast, I'm bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney.

Here's today's interview segment with Sean, talking about retirement accounts and some additional considerations if you have an Inherited IRA.

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

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

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

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

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

This week on the podcast, I'm bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney.

Here's today's interview segment with Sean - tax loss and gain harvesting.

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

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>>> 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

This week on the podcast, I'm bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney.

Here's today's interview segment with Sean - a continuation of yesterday's episode where we talk about why your Roth conversion decision might change based on expected tax policy, as well as Sean's view of the future tax climate.

Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.

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

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

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

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