Retirement Quick Tips with Ashley

This week’s theme on the Retirement Quick Tips Podcast is: Merry Christmas

Today, I’m talking about the free giveaway for this week as my Christmas present to you…

Merry Christmas to you! 

And 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: 

My Christmas present to you - a free giveaway! But you’ll have to tune in tomorrow (or any day for the rest of the week) to hear more about that.

But for today, I just want to wish you a very Merry Christmas. My prayer for you and your family is that you experience the hope, joy, and boundless love of God this Christmas.

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. By the way, Merry Christmas Eve to you! Our family tradition on Christmas Eve is to make a birthday cake for Jesus that we enjoy on Christmas Day with our dinner to help remind us that Christmas is all about Jesus!

This week the theme was: Tax Harvesting: A Guide To Reduce Your Tax Bill

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about the last step in harvesting losses - reviewing the strategy and buying back if you choose to do that.

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about pulling the trigger on harvesting by selling positions that will help you save on taxes either by selling winners or losers depending on your situation and the existing gains or losses you already have.

This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting

Today, I’m talking about the other side of the coin from yesterday’s episode, which is reviewing your losses. Go back to yesterday’s episode if you missed it.

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting

Today, I’m talking about step 2, which is reviewing your gains and income.

This week’s theme on the Retirement Quick Tips Podcast is: A Guide to Tax Harvesting.

Today, we’re diving into step 1, which is identifying if you’re a good candidate & identifying the right accounts

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. 

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: 

Tax Harvesting: A Guide To Reduce Your Tax Bill

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

This week the theme was: Buy Long Term Care Insurance or Self Insure?