Retirement Quick Tips with Ashley

This week’s theme on the Retirement Quick Tips Podcast is: your listener questions, answered! 

Today’s question…Moral/social investment" options - considerations

This week’s theme on the Retirement Quick Tips Podcast is: your listener questions, answered! 

Today’s question…is all about moving in retirement:

When considering moving states at retirement, what advice do you have?  In terms of retirement finances, what do we need to consider? Do you have any retirement budget friendly states you recommend?

This week’s theme on the Retirement Quick Tips Podcast is: your listener questions, answered! 

Today’s question has to do with election years and the markets….As we enter a Presidential Election year, do the markets historically go UP or DOWN? WIll there be big swings in the market leading up to election day? Should I just wait it out until I know what’s going to happen? 

This week’s theme on the Retirement Quick Tips Podcast is: your listener questions, answered! 

Today’s question…is about how long someone should wait to take social security.

This week’s theme on the Retirement Quick Tips Podcast is: your listener questions, answered! 

Today’s question was far and away the most frequently asked question, and it boils down to this: 

How do I manage my withdrawals and taxes in retirement?

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: 

Answering Your Listener Questions

0It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. 

This week the theme was: Have You Outgrown Your Estate Plan?

This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.

Today, I’m talking about wealth creep.

This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.

Today, I’m talking about another triggering event that deserves it’s own episode all to itself, because it’s so common and so nuanced - moving to another state.

This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.

Yesterday I talked about the 2 most common and most important triggering events that require a review and likely update of your estate plan documents and your beneficiaries - death and divorce.

Today, I’m talking about a few more triggering events