Podcasts about true north retirement advisors

Welcome to a new week here on the Retirement Quick Tips Podcast! I'm your host, Ashley Micciche. This past weekend, I was camping in 100-degree heat with my kids, while my husband had the wisdom to stay home in the air conditioning with our youngest. I was busy packing and stuffing four bikes, three camping totes, two propane tanks, and—yes—basically a partridge in a pear tree into our minivan. So instead of the usual short daily episodes, I'm mixing things up this week and bringing you one longer episode. One of the realities of being a financial advisor is death. Clients die, and it usually happens at least a couple of times a year. When it does, and there's a surviving spouse, part of my job is to make the financial transition as seamless and stress-free as possible. Because when you're grieving the death of a spouse, the last thing you want to worry about is money—or worse, the power being shut off because you couldn't log in to pay the electric bill. Over the years, I've helped many widows and widowers through this transition, and I've developed a Widow's Financial Roadmap. The key is to have this roadmap in place before something happens—before you get sick, become incapacitated, or pass away. If you don't, your spouse may be left without the information they need to keep the household running smoothly, and the stress of grief will be compounded by financial confusion. If you're new to the podcast, a quick introduction: I'm the co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory firm managing over $450 million in assets. For 17 years, I've helped my clients retire with confidence. And here on the podcast, I take complex retirement topics and turn them into clear answers in just a few minutes each day—so you can spend less time stressing about money and more time living. If you know someone who would benefit from this week's topic, please share the show. And if you have a burning question about your own retirement, visit truenorthra.com where you can book a free 15-minute call with me. Now, let's talk about the roadmap. I'm going to lay this out in order—what to do first, and what comes next. Hopefully, you've already checked some of these items off, but there may be a few you haven't thought about. Step 1: Create a Financial Inventory I've talked about this on the podcast before, but it's worth repeating. A financial inventory is essentially a table of contents for your finances. It should include: Bank and investment accounts (with balances, account types, and where they're held). Insurance and annuity policies. Will or trust. Social Security information. Tax returns. Marriage certificate. And eventually, your death certificate. Without this inventory, assets can be forgotten or lost. For example, maybe you still have a 401(k) at a former employer that your spouse doesn't know about. Without documentation, that money could remain unclaimed. This inventory should also include a list of your key advisors and their contact information—your financial advisor, CPA, attorney, insurance agents, and even the phone number for the bank where your checking account is held. One mistake I often see, especially later in life, is not consolidating accounts. People keep money scattered across five different institutions, a handful of bank accounts, and maybe an online savings account. That's a recipe for disaster. The more accounts you have, the greater the chance your spouse won't be able to find or access them. Once you've created your financial inventory, maintaining it is easy. Just update it once a year—adjust balances, note any new or consolidated accounts, and make sure contact information is current. It usually takes less than an hour. This is the single most important step for the long-term financial health of your surviving spouse. Step 2: Ensure Cash Flow Needs Are Met The next step is making sure bills continue to get paid. Your spouse needs a list of all recurring bills with: The name of the bill (mortgage, utilities, insurance, etc.). The approximate amount. How it's paid (auto-draft, ACH, check). The due date and frequency. This isn't just a budget—it's a cash flow map for your surviving spouse. When paired with the financial inventory, it allows them to step in immediately and manage the household without the lights getting shut off or the mortgage falling behind. On the flip side, you'll also want to document income sources—Social Security, pension payments, portfolio withdrawals, or other income. That way, your spouse knows not just what bills are due, but also what money is coming in, from where, and when. Step 3: Set Up a Password Manager If you remember nothing else from this episode, remember this: set up a password manager. A password manager securely stores all of your logins, and you only need to remember one master password. Some of the top options include 1Password, NordPass, and Dashlane. This tool is invaluable while you're alive because it improves security and eliminates the need to remember dozens of passwords. But it's especially critical when someone dies. Nearly everything is digital now—bank accounts, investments, utilities, email, social media, even photo storage. Without access, your spouse may spend hours digging through old notebooks or trying to reset passwords—sometimes unsuccessfully. With a password manager, all of that information is organized and accessible. You and your spouse can share logins through the manager, making it easy to cancel subscriptions, manage accounts, or simply retrieve family photos stored in the cloud. It takes a little time to set up, but once it's running, the manager prompts you to save new logins automatically. Over time, it builds a complete record of your digital life—one that your spouse can access when needed most. Step 4: Write a Letter The final step is to write a personal letter to your spouse. This letter isn't legally binding, like a will or trust, but it can provide enormous comfort. Think of it as a cover letter to the roadmap. It should include: A reminder of where the financial documents are located. Words of love and reassurance. Encouragement not to make big financial or lifestyle changes right away. Grief clouds judgment. Many surviving spouses are tempted to sell the house, change investments, or make other major decisions in the first few months. In most cases, those decisions can wait. Your letter can serve as a gentle reminder to pause and breathe before making big changes. Keep copies of this letter with your roadmap—at home in a safe, in a safe deposit box, and with your trusted advisors. That way, it can be easily found when it's needed most. In the First Few Months After a Death So what happens immediately after a spouse passes away? Order multiple copies of the death certificate. You'll need these to handle accounts and claims. Notify key professionals—your financial advisor, attorney, CPA, and insurance companies. Start claims and transitions—life insurance, Social Security survivor benefits, and retitling accounts. Keep bills paid. If your spouse didn't handle finances before, enlist the help of a trusted child, friend, or advisor to make sure nothing slips through the cracks. Meet with a tax advisor. Your filing status will change, and that can have a big impact on your taxes. Longer-term changes—like adjusting investment withdrawals, selling the house, or revising estate plans—can wait until the fog of grief begins to lift, often 6–12 months down the road. At that point, you'll be in a clearer frame of mind to make big decisions. To recap, the Widow's Financial Roadmap includes four steps: Create a financial inventory. Ensure cash flow needs are met. Set up a password manager. Write a letter to your spouse. Do these now, while you're healthy, and you'll make life much easier for your loved ones later. That's all for this week's episode of the Retirement Quick Tips Podcast. Thanks for listening, and I'll be back next week with more!  

Do you have a financial plan for why your spouse dies? It's a difficult discussion but Ashley Micciche, from True North Retirement Advisors, has a roadmap you help you plan.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

The CEO of True North Retirement Advisors, Ashley Micciche, is back on The Morning Blend to tell you about some of the issues about money that can hurt a marriage.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

How do you plan to spend during your retirement years and not feel guilty? Ashley Micciche from True North Retirement Advisors has some tips for you.More information can be found on their webpage.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets.  For 17 years, I've helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. One of the biggest spending categories for most Americans is food. Even wealthier Americans will still spend a lot of money on food - eating out more, buying higher quality foods, entertaining, and shopping at places like Whole Paycheck (er, whole foods).  Retirees spend about $7500 a year on groceries and eating out on average, and because food costs matter in your budget, I wanted to focus on that in this week's episodes. And I can think of no better person to discuss this topic with than my good friend, Karrie.  I first met Karrie about 5 years ago, shortly after her family moved to my town and started attending the same church we go to. OVer that time, we've become good friends. She also babysits my little ones a couple days a week, and we share a lot of the same views on things and have a similar sense of humor. At the moment, I'm working on arranging a marriage between their youngest and my 4 year-old, Theodore. I've offered their daughter a paid-for wedding, if only she agrees to marry my little man.  As the chief grocery shopper for her family of 11 - her and her husband have 9 kids, ages 20 to 4 - Karrie has learned a lot about saving money on food over the years.

Can you put a price on the American Dream? According to recent data, there is a dollar amount to it. Ashley Micciche joins The Morning Blend with the financial details.True North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets.  For 17 years, I've helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. I remember having concerns about the US national debt and having conversations with clients about this back in 2011. That's what I'll talk about this week. Because the US national debt isn't like you or I having debt. It's quite different. If we don't have enough income to pay our debts like the US government, then we don't have money trees. The US government has their own personal money tree, and that can work, up to a point. 

On this week's episode find out how Deacon Scott is taking baby steps into being a empty nester, what are your teaching children about money, and how to be good stewards of God's gifts. This week's guest is Ashley Micciche from True North Retirement Advisors.Subscribe to View from the Pew on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.View from the Pew is a production of Mater Dei Radio in Portland, Oregon.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets.  For 17 years, I've helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. So this week, I'll break down each step in the savings optimization ladder…what to focus on first, and what you should focus on next as you check each box and move up the ladder. If you pay attention to the right savings amounts in the right order in the right accounts, you'll be better off than most Americans and be more flexible with your finances, and set yourself up for more long-term financial stability. 

Ashley Micciche from True North Retirement Advisors shares how pass on money values with your children.True North Retirement AdvisorsSubscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets.  For 17 years, I've helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we're exploring the topic: 10 Stupid Things People Waste Money On

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets.  For 17 years, I've helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we're exploring the topic: Going For The Gold: A Smart Hedge or Bad Investment?  

What is the best way to secure your retirement investments to ride the highs and lows of the market. Ashley Micciche, from True North Retirement Advisors, has some advise.True North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we're exploring the topic: Too Good To Be True: How to Spot & Stop Financial Scams Before It's Too Late

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've been helping clients retire with confidence, and my goal on this podcast is to help you do the same. Together we'll simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we're exploring the topic: Navigating Markets in Turmoil

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've helped my clients retire with confidence, and my goal on this podcast is to help you simplify the complexities of retirement so you can focus on what truly matters— living a fulfilling retirement while maintaining financial security. I just turned 40 last week. I still don't know how I feel about it. They say that age is just a number, but I don't really agree with that. Another birthday and another trip around the sun is an annual reminder that life on this earth is very brief, and hopefully we all grow to be better & wiser along our journey of life.  Do I feel older this year? I've been having a lot of pain in my hips and back recently. The other day I was bending over to help one of my kids with something, and as I stood up again, I couldn't do that all at once. I got stuck about ⅔ of the way back up, and had to pause and move slow the rest of the way back to vertical. I'm constantly putting on hand lotion because the skin on the back of my hands are starting to look all crepey. Stuff that didn't even enter into my orbit now occupies mental space in my head - like I better take it slow standing back up and did I remember to put my crepe cream on before bed.  So I definitely feel older. Wiser too? Maybe, we'll see…Because this week and next week on the podcast, I'll be sharing with you 40 life lessons I've learned over the last 40 years.  

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've helped my clients retire with confidence, and my goal on this podcast is to help you simplify the complexities of retirement so you can focus on what truly matters— living a fulfilling retirement while maintaining financial security. I'm turning 40 this week. And I was planning to share with you 40 life lessons I've learned over the last 40 years, but as I was getting ready to record, the stock market continued it's turbulent path and both the Nasdaq and S&P 500 officially entered correction territory. So I thought it would be timely and hopefully more valuable to share some insights on corrections - what they mean, how to deal with them, and discuss what to do. 

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week I'm taking a break to catch up from my recent trip to Hawaii.  I'll be back with new episodes next Monday, March 24th.  My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. I was originally planning to talk about financial scams this week and how to spot and prevent them, especially in the new world of AI. But then as I was getting ready to record, the stock market went into a total meltdown over Trump's tariffs. No doubt if you've been following the news that this has been on your mind. Regardless of political leanings, my clients have been nervous about what the impact of tariffs will be on the economy and their portfolios. So this week, I'll help you digest the tariffs and together we'll try to make sense of what that means and what you may want to do about it.

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche. I'm a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I've helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years to the fullest. This week we're exploring the topic: Longevity risk - will your money last in retirement?

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host and guide, Ashley Micciche & my goal is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years to the fullest. I'm a financial advisor and the co-owner of True North Retirement Advisors, a fee-only, fiduciary financial advisory practice managing over $425 million in assets. Over the last 17 years, I've helped hundreds of clients save, invest, plan for, and transition into retirement with confidence, and I want to help YOU do the same.  This week we're exploring the topic: Micciche Money Principles

How do you make your retirement money last through the years? Ashley Micciche has the figures and shares them on today's show.True North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

Welcome to a new week here on the Retirement Quick Tips podcast! You've spent decades working hard to save enough for retirement—but are you truly ready to make the most of your retirement years? This podcast is aimed at helping you do exactly that - thrive in retirement! I'm your guide, Ashley Micciche & my goal is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years to the fullest. I'm a financial advisor and the co-owner of True North Retirement Advisors, a fee-only, fiduciary financial advisory practice managing over $425 million in assets. Over the last 17 years, I've helped hundreds of clients save, invest, plan for, and transition into retirement with confidence, and I want to help YOU do the same.  This week we're exploring the topic: How to Minimize Stock Market Risk (Even if You're a Beginner!). 

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 Is Your Net Worth?  

What is your net worth and why is it important to track for your retirement. Ashley Micciche, from True North Retirement Advisors, explains how to factor those numbers into your retirement plan.Online Net Worth Calculator.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

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

What can we learn from last year to make a financial plan for this year? Ashley Micciche, from True North Retirement Advisors, is back on The Morning Blend to share more.True North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

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.

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

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: 2024 Economic & Market Commentary

Ashley Micciche from True North Retirement Advisors tells us the top regrets that retirees have and how you can avoid them.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

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: 5 Expensive Things I Bought Last Year That Were Worth The Splurge

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'm the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $425 million in assets.I've been a financial advisor for 17 years, helping hundreds of clients along the way carve out their own unique roadmap to retirement. The theme this week on the podcast is: The Best of 2024

There are somethings to prepare for and mistakes to avoid with end-of-year tax planning. Ashley Micciche from True North Retirement Advisors tells you what you need to know as the new year approaches.True North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

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: Changes Coming To Your 401(k) 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's theme is: Your money personality and why it matters. 

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I'm glad you're here, making this podcast part of your daily routine, & spending a few minutes with me each day. This week's theme is: 10 Money Tips From A 10 Year Old

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  This week's theme is: Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I'm recording live from FinCon 2024 in Atlanta this week, and I'm excited to have Sean share his expertise and insights about what you'll want to consider to set yourself up for a strong position as we approach year-end 2024 deadlines.  Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur's Retirement Account.  I really enjoyed my interview this week with Sean, and I hope you'll enjoy the conversation as well!  Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.  ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs >>> Visit the podcast page: https://truenorthra.com/podcast/  ---------- 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, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I'm glad you're here, making this podcast part of your daily routine, & spending a few minutes with me each day. This week's theme is: Reflections on my No Spend October

Link to register for November's Office Hours: https://bit.ly/40fsBr2    Welcome to 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 $400 million in client assets.    This week I'm traveling for work - actually I'll be in Atlanta, but by the time you hear this episode, I'll be back home again. I do love Georgia - the last time I was in 2013 when I went to the Masters in Augusta with my dad. That was a special trip and he got to cross off his #1 bucket list item. No golf this time, but it will be interesting to be in a swing state so close to the election.    I live in Oregon which is so deep blue, it's almost black out here, so we don't even have any political ads. In fact, true story, you won't even find any information about Trump in the official Oregon voter pamphlet. True story - google it. But I digress...    Since I'm traveling, I don't have any new episodes this week, but I do have a special announcement - coming back for a 3rd installment for 2024 is another office hours session where you'll have the chance to ask me your most burning question about retirement.    Sessions in May and August filled up quickly, so if you want to pick my brain you can click on the link in the show notes to register.    I'm switching up the format for this Office Hours. The last 2 were group discussions via Zoom, this time you'll sign up for a one-on-one session. I've had some feedback where some people prefer the one-on-one format for personal financial questions, so we'll give that a try this time around.    I love meeting listeners and it's a lot of fun to answer your questions - I always learn something and I hope you will too! At the very least, you'll come away with some valuable insight, more clarity, and actionable next steps on what's most on your mind regarding retirement! All with no strings attached!  Note: There are 6 time slots available. Click on the date to see all available times and follow the steps to book your preferred time slot. If you don't see an available time, please send me an email and I will add you to the waitlist. Email: ashleym@truenorthra.com  Link to register:https://bit.ly/40fsBr2    Thanks for listening! I look forward to hearing your questions in next month's office hours!

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I'm glad you're here, making this podcast part of your daily routine, & spending a few minutes with me each day. This week's theme is: Keep Calm & Vote On

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  3rd Quarter 2024 Economic & Market Update   

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  How Much Car Can You Afford In Retirement?

The best way to stay out of debt is not to overspend? While some circumstances may not be avoidable, Ashley Micciche from True North Retirement Advisors, shares some tips on how to keep your shopping under controlTrue North Retirement Advisors.Subscribe to the Morning Blend on your favorite podcast platform.Find this show on the free Hail Mary Media App, along with a radio live-stream, prayers, news, and more.Look through past episodes or support this podcast.The Morning Blend is a production of Mater Dei Radio in Portland, Oregon.

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  The Worst Social Security Mistakes To Avoid

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  How Do I Stop Overspending?

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  Listener Questions - September 2024 Edition

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  Best Investment Accounts For Grandchildren  

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  Fortify Your Data & Protect Yourself From Cyber Crime. 

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, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  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, you're in the right place! This week's theme is:  Navigating the Storm: Strategies for Weathering a Stock Market Downturn