Retire With Ashley

This week's theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan

Today, I'm talking about the importance of organizing your financial documents. Spring time is usually a time of embarking on decluttering, purging, and organization, and your finances deserve some organization as well.

This week's theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan

Today, I'm talking about reviewing your tax return.

This week's theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan

Today, I'm talking about rebalancing your portfolio. A lot has changed in the stock and bond markets in the last few years. 2021 was a fantastic year for stocks, and flat for bonds. 2022 was a bloodbath for everyone, and 2023 was a strong recovery year for both bond and stock investors.

This week's theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan

Today, I'm talking about why now is a great time to revisit your retirement plan projections, your timeline, and your goals.

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 over $350 million in client assets.

On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in 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 quick tips to help you on your retirement journey, stick around this week as I talk about:

5 Ways To Spring Clean Your Portfolio & Your Retirement Plan

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

The theme this week was: Don't Squander A Large Windfall

This week's theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall

Today, I'm talking about the importance of not making any major life or spending decisions for 6-12 months after receiving a large windfall.

This week's theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall

Yesterday, I talked about the never ever's of a large windfall. Basically these are the rules that you don't want to break. One of the never evers was never spend more than a small percentage on depreciating assets like cars, vacations, other toys, clothes, eating out, etc.

This week's theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall

Yesterday, I talked about the never evers of a large windfall - in other words, what are the things that you should never ever do. Yesterday's was so important - the most important one in my opinion, which is never ever take financial advice from family and friends after a large windfall - unless you best friends also happen to be your attorney, your CPA, and your financial advisor.

Today I want to talk about 2 other very important never evers

This week's theme on the Retirement Quick Tips Podcast is: Don't Squander A Large Windfall

Today, I'm talking about the Never Evers of a large windfall.