Retirement Quick Tips with Ashley

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: Listener Questions - September 2024 Edition

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

This week on the Retirement Quick Tips Podcast, I'm answering your listener questions that were brought up in my last office hours session in August.

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

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: Best Investment Accounts For Grandchildren

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren Today, I'm talking about using a Roth IRA for kids. These are often called custodial Roths, and they have special requirements and rules that you'll need to know, and some drawbacks to be aware of, but they can be a great way to save and invest early and give them an extra decade of saving and investing for retirement, which is huge.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren Today, I'm talking about using investment accounts for minors to save and invest for grandchildren.They are sometimes referred to as custodial accounts, UTMA, or UGMA accounts.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren. Tomorrow, I'm going to talk about UTMA or UGMA accounts for minors. These are popular vehicles for grandparents to save for their grandchildren, but they have some real and important drawbacks, like the fact that once Junior reaches adulthood, which could be anytime between 18-25 depending on what state you live in, that money is theirs and they can blow it on anything they like.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren Today, I'm talking about why I like trust accounts for grandchildren.

This week on the Retirement Quick Tips Podcast, I'm talking about: Best Investment Accounts For Grandchildren Today, I'm talking about why I love the 529 college savings account and why it's my go-to when clients come to me asking for advice on setting up accounts for their 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: Best Investment Accounts For Grandchildren

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: Fortify Your Data & Protect Yourself From Cyber Crime

This week on the Retirement Quick Tips Podcast, I'm talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I'm talking about what to do if you become a victim of cyber theft.

This week on the Retirement Quick Tips Podcast, I'm talking about:Fortify Your Data & Protect Yourself From Cyber Crime Yesterday, I talked about 3 Practical Steps You Can Take To Prevent Cyber Crime Today, I'm talking about 3 more steps you can take.

This week on the Retirement Quick Tips Podcast, I'm talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I'm talking about 3 practical steps you can take to prevent cyber crime. You may not be able to prevent a big data breach like the one that just happened where 2.9 billion records were exposed and likely leaked on the dark web. According to Steve Grobman, CTO at McAfee, this may be one of the worst data breaches ever.

This week on the Retirement Quick Tips Podcast, I'm talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I'm talking about checking & freezing your credit as one of the key ways to protect yourself against cyber fraud after the massive data breach that just exposed millions of Americans' names, addresses, and SSNs.

This week on the Retirement Quick Tips Podcast, I'm talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I'm talking about the 80/20 rule when it comes to preventing cyber theft. 80% of outcomes are derived from 20% of causes

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.

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: Navigating the Storm: Strategies for Weathering a Stock Market Downturn.

This week on the Retirement Quick Tips Podcast, I'm talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn. Today, I'm talking about finding opportunities in down markets.

This week on the Retirement Quick Tips Podcast, I'm talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn.