Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. 

This week’s theme is: How To Optimize Your HSA In 2025

Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. 

This week I planned to discuss Optimizing Your HSA In 2025. But as I was finishing up and getting ready to record, I had a family emergency come up, so I need to take a break this week to focus on that. 

I’ll be back next Monday, February 3rd where I’ll talk about optimizing your HSA in the new year. 

In the meantime, be sure to check out my YouTube channel, Retire With Ashley. You can listen to the podcast there, and I’m starting to post new content over there, with the goal of posting videos more consistently in 2025. 

I hope you have a great week! Looking forward to being back with you next week. My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.

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

The theme this week was: What I’m Reading right now

This week on the Retirement Quick Tips Podcast, I’m sharing with you some interesting and hopefully useful articles I’ve been reading lately.

Today, I’m talking about a coming change for investors, providing more access to a wide range of alternative investments like hedge funds, venture capital, private-equity funds, non traded real estate, and private credit.

This week on the Retirement Quick Tips Podcast, I’m sharing with you some interesting and hopefully useful articles I’ve been reading lately.

Today, I’m talking about a recent article from the WSJ on new years resolutions. Most of us realize that few resolutions stick. There’s lots of reasons for this, but in this article, the author suggests: “instead of resolving to become a different person in 2025, try setting achievable goals and embracing ‘radical doability.’”

https://www.wsj.com/lifestyle/new-year-new-you-doesnt-work-heres-how-you-can-actually-improve-your-life-2075af4b?st=oMBJaV 

This week on the Retirement Quick Tips Podcast, I’m sharing with you some interesting and hopefully useful articles I’ve been reading lately.

Today, I’m sharing with you an ominous, yet interesting prediction I read about in an financial advisor industry publication - your 401k will be gone within a decade.

This week on the Retirement Quick Tips Podcast, I’m sharing with you some interesting and hopefully useful articles I’ve been reading lately.

Today, I’m talking about a recent memo to investors from legendary investor, Howard Marks, titled: On Bubble Watch…

https://www.oaktreecapital.com/insights/memo/on-bubble-watch

This week on the Retirement Quick Tips Podcast, I’m sharing with you some interesting and hopefully useful articles I’ve been reading lately.

Today, I’m talking about new retirement withdrawal recommendations from Morningstar, suggesting a 3.7% withdrawal rate in the first year of retirement…

Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. 

This week’s theme is: What I'm Reading In January 2025

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

The theme this week was: 2024 Economic & Market Commentary