
Retirement Quick Tips with Ashley
524 episodes — Page 1 of 11
How to Invest New Money (Without Second-Guessing Yourself)
What Happens If You Retire at the Wrong Time? Part 7 - Closing Thoughts & Key Takeaway
What Happens If You Retire at the Wrong Time? Part 6 - Turning Crisis Into Opportunity
What Happens If You Retire at the Wrong Time? Part 5 - Portfolio Construction and Social Security Timing
What Happens If You Retire at the Wrong Time? Part 4 - Flexibility Is Your Key Strength if you retire at the wrong time
What Happens If You Retire at the Wrong Time? Part 3 - Building Your Cash & Portfolio Buffer
What Happens If You Retire at the Wrong Time? Part 2 - Sequence of Returns Risk
What Happens If You Retire at the Wrong Time? Part 1 - Intro
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 7
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 6
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 5
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 4
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 3
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 2
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 1
The Top 10% of Retirees: How Much Is Enough?
Oil, Iran, and a Rocky Quarter: Your Q1 2026 Market Debrief
The Hidden Tax Traps in Retirement No One Talks About | Recap
Retirement Tax Traps: Social Security Taxation
Retirement Tax Traps: The Widow's Penalty
Retirement Tax Traps: Required Minimum Distributions (RMDs)
Retirement Tax Traps: Medicare Surcharges (IRMAA)
The 3 Retirement Tax Traps That Everyone Neglects
The Hidden Tax Traps in Retirement No One Talks About
Fix My Portfolio | Recap
Ep 2566Fix My Portfolio: Too Many Holdings, No Real Diversification
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Cecilia Age = 60 Time to retirement = just retired last month Allocation to stocks (54%), bonds (32%), cash (14%)
Ep 2565Fix My Portfolio: The Gambler's Portfolio
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Edward Age = 76 Time to retirement = just retired - wife is 62 and plans to continue working ~5 more years Allocation to stocks (63%), bonds (14%), cash (23%)
Ep 2564Fix My Portfolio: The One Stock Problem
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Benjamin Age = 59 Time to retirement = retired, takes income from investment portfolio, and does part time consulting work Allocation to stocks (74%), bonds (23%), cash (2%), other (1%) - small amount in metals and bitcoin Portfolio concentrations = 1 volatile, untested tech stock = 23% of the portfolio
Ep 2563Fix My Portfolio: Too Much In Stocks
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Patrick Age = 70 Time to retirement = been retired for several years Allocation to stocks (90%), bonds (9%), cash (1%) Other things to know: Very high net worth (~$15 million and very low spend rate on assets)
Ep 2562Fix My Portfolio: The "Bury it in the Backyard" Strategy
This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions. Today's portfolio comes from Bridget Age = 66 Time to retirement = already retired for a few years Allocation to stocks (20%), bonds (30%), cash (50%)
Ep 2561Fix My Portfolio
Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week's topic is: Fix My Portfolio
Ep 2560Iran Conflict: What It Means for Markets, Inflation, and Your Retirement
Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week, I'm talking about: Iran Conflict: What It Means for Markets, Inflation, and Your Retirement
Ep 2561Smart Splurges: The Things I Love Spending Money On | Recap
It's Sunday and I'm wrapping up the week by summarizing this week's theme: Smart Splurges: The Things I Love Spending Money On In case you missed any episodes this week, I shared examples of where I gladly spend money, including buying back time through outsourcing tasks, investing in my health to maximize my healthspan, and prioritizing meaningful time and experiences with the people I love.
Ep 2558What Are Your Smart Splurges?
This week on the Retirement Quick Tips podcast, I'm talking about Smart Splurges: The Things I Love Spending Money On So far this week, I've talked about some of the areas where I think it's smart to spend: Buying back time Optimizing health Spending quality time and creating memories with family and friends So hopefully the examples I've given of my favorite smart splurges have got you thinking about where it makes sense to spend lavishly. In order to use money in a way that increases contentment and happiness, it's important to spend in a way that is consistent with what you value most. So I want to revisit questions I asked earlier this week
Ep 2557Ruthlessly Spending Money To Improve Your Health
This week on the Retirement Quick Tips podcast, I'm talking about Smart Splurges: The Things I Love Spending Money On. Today, I'm talking about spending money to improve your health. When it comes to healthcare spending, I really think of it as an investment. I'm less focused on maximizing lifespan and more focused on maximizing healthspan—the number of years you're healthy, active, and able to enjoy life.
Ep 2556Spending Money on More Memories, Less Stuff
This week on the Retirement Quick Tips podcast, I'm talking about Smart Splurges: The Things I Love Spending Money On Today, I'm talking about splurges on memories, not stuff.
Ep 2555Spending Money To Buy Back More Time
This week on the Retirement Quick Tips podcast, I'm talking about Smart Splurges: The Things I Love Spending Money On. Today, I'm talking about spending money to buy back your time. The older I get, the more I realize how valuable time really is. And the older we get, the less of it we have, which makes it even more important not to waste it.
Ep 2553It's OK to Splurge!!
This week on the Retirement Quick Tips podcast, I'm talking about Smart Splurges: The Things I Love Spending Money On According to a recent survey by Motley Fool Money, today's retirees splurge too! The top wasteful things today's retirees spend money on are food, utilities, and lottery tickets. Baby boomers are more likely than the average consumer to waste food by throwing out leftovers or expired items, to leave appliances or utilities running unnecessarily, to buy brand-name pantry items and to buy lottery tickets.
Ep 2553Smart Splurges: The Things I Love Spending Money On
Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week, I'm talking about: Smart Splurges: The Things I Love Spending Money On
Ep 2552Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement
It's Sunday and I'm wrapping up the week by summarizing this week's theme: Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement In case you missed any episodes this week, here's what we covered.
Ep 2551The Hidden Benefits of Quiet Wealth
This week we've been talking about the quiet millionaire formula for retirement.
Ep 2549Lifestyle Habits of Quiet Millionaires
This week we're talking about the quiet millionaire formula for retirement. Today I want to talk about some of the lifestyle habits I often see among financially secure people.
Ep 2548The Status Trap: Why Flashy Wealth Can Be Dangerous
This week we're talking about the quiet millionaire formula for retirement.
Ep 2547What is a Quiet Millionaire?
This week we're talking about the quiet millionaire formula for retirement. So what exactly is a quiet millionaire?
Ep 2546Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement
Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week I'm talking about the benefits of practicing quiet wealth, and why it's important—especially for retirees—to be intentional about being quiet with our money.
Ep 2545Start Social Security Earlier to Smooth Lifetime Tax Liability
This week on the Retirement Quick Tips podcast, I'm talking about When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early Today, I'm talking about the final scenario worth considering when deciding whether or not to start social security earlier rather than later - which is to smooth out your lifetime tax liability in retirement.
Ep 2544Start Social Security Earlier to Smooth Lifetime Tax Liability
This week on the Retirement Quick Tips podcast, I'm talking about When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early Today, I'm talking about the final scenario worth considering when deciding whether or not to start social security earlier rather than later - which is to smooth out your lifetime tax liability in retirement.
Ep 2543Claim Early To Avoid Spending Down Your Assets
This week on the Retirement Quick Tips podcast, I'm talking about When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early Today, I'm talking about reason #4 to start social security earlier - that is to avoid spending down your assets.
Ep 2542Claim Early If You Don't Expect To Live Into Your 80s
This week on the Retirement Quick Tips podcast, I'm talking about When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early Today, I'm talking about claiming early when you don't expect to live long enough to benefit from a delay in waiting.
Ep 2541When Married Couples Benefit from Claiming Social Security Earlier
This week on the Retirement Quick Tips podcast, I'm talking about When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early Yesterday, I talked about how there could be several benefits - including more predictable income and tax scenarios in retirement from high net worth individuals claiming earlier rather than later. This flies in the face of conventional advice, and can be overly simplistic for the millions of married couples who are trying to decide how and when to claim social security. So today, I'm talking about scenarios where married couples can benefit from claiming earlier.