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

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, discussing Roth conversions.

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, discussing donor advised funds.

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

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. 

This week’s theme is: Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy

I’m recording live from FinCon 2024 in Atlanta this week, and I’m excited to have Sean share his expertise and insights about what you’ll want to consider to set yourself up for a strong position as we approach year-end 2024 deadlines. 

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur’s Retirement Account. 

I really enjoyed my interview this week with Sean, and I hope you’ll enjoy the conversation as well! 

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

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

This week I talked about my experience with my no spend October - what I learned, my successeses, my failings, & the benefits of doing one even if you don’t have a spending problem.

This week on the Retirement Quick Tips Podcast, I’m sharing with you my experience with my no-spend October.

Today, I’m talking about tips for your own no spend month if you’re inspired to undertake this for yourself. 

This week on the Retirement Quick Tips Podcast, I’m sharing with you my experience with my no-spend October.

Today, I’m talking about one of the most important takeaways that I learned from my no spend month and that is making a list and waiting some length of time before buying something.

This week on the Retirement Quick Tips Podcast, I’m sharing with you my experience with my no-spend October.

Today, I’m talking about some oops moments from my no spend month.

This week on the Retirement Quick Tips Podcast, I’m sharing with you my experience with my no-spend October.

Today, I’m talking about the 5 most valuable things I learned from taking a break from spending on everything but the necessities.

This week on the Retirement Quick Tips Podcast, I’m sharing with you my experience with my no-spend October, where I only spent money on the necessities (along with a few cheats along the way). 

I called it my Spend Fast Month…not to be confused with spending money as fast as possible, it was fasting from spending money, which is a different idea entirely! 

Today, I’m talking about the rules I laid out for myself during my no spend month.