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 $340 million in client assets. I’ve been on a summer hiatus since July, so it’s good to be back with you and publishing new episodes this week.

On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, stick around this week as I talk about: a 401k strategy in 2023.

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have a free resource for you:

A top 10 retirement checklist

To get your free top 10 things to do before retirement checklist, just go to www.truenorthra.com/top10

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have a free resource for you:

A Financial Inventory List

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, and I’m still on a summer hiatus, but I have another free resource for you this week:

An under-the-hood portfolio analysis.

An under the hood portfolio analysis will look under the hood of your portfolio, showing you how your portfolio is allocated among stocks, bonds, and cash; how much you have invested in each sector like tech and healthcare, and how well diversified your portfolio is across different regions as well. The analysis will even show concentrations in your portfolio of your top 10 stock holdings in your various investment holdings. 

You’ll receive a portfolio analysis report, as well as some expert insight from yours truly on how you can improve your portfolio, and any red flags that I see which could derail your investment portfolio. 

The analysis is free & confidential with no strings attached. 

If you’d like an under-the-hood portfolio analysis report, you can get started by sending me an email: [email protected]. I’ll send you instructions and an access link to a secure folder so you can send me what’s needed to send you the report and analysis. 

Again that’s [email protected]. 

I will be back with new episodes on August 28th, but in the meantime, enjoy these free resources that I’ll be continuing to roll out on Mondays until then. 

That’s it for today. Thanks for listening! I hope you have a blessed week! 

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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, and I’m still on a summer hiatus, but I have a free resource for you:

A Retirement Budget Worksheet.

To get your free worksheet, just go to www.truenorthra.com/budget

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 $330 million in client assets. I’m a Chartered Retirement Planning Counselor and I’m using my 15 years of experience as a financial advisor to help you gain clarity and make a plan for the retirement you envision.

On this podcast, I cover everything from investing, to retirement spending, to 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 doses of retirement planning wisdom, you are in the right place. 

This week on the podcast, I’m taking a little summer break.

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

This week the theme was: Mid-Year 2023 Economic & Market Update

In case you missed any episodes, here’s what I covered this week:

• Mid-Year 2023 Economic & Market - 1st half recap

• Economic, stock market, & bond market outlook

• Investment opportunities

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update

Today, I’m talking about investment opportunities that exist today in this current economic and market climate, which I must say is a real head scratcher.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update

Today, I’m talking about the outlook for bonds in the 2nd half of 2023.

This week’s theme on the Retirement Quick Tips Podcast is: Mid-Year 2023 Economic & Market Update

Today, I’m talking about the stock market outlook for the rest of 2023, and there are a lot of reasons to be cautious that I talked about yesterday, but also several positive signs as well.