Retirement Quick Tips with Ashley

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.

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

Today, I'm talking about the very first thing you should do when you have received or are expecting to receive a large windfall: hire a team of experts.

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:

Don't Squander A Large Windfall

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

The theme this week was: How To Ask For It Cheaper

This week's theme on the Retirement Quick Tips Podcast is: How To Ask For It Cheaper

Today, I'm talking about downgrading your subscription fees. The problem with subscription fees is that we have too many of them, and we tend to forget about them. Great for the subscription service business model, bad for you and me.