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Retirement Quick Tips with Ashley

Retirement Quick Tips with Ashley

524 episodes — Page 9 of 11

Ep 2190My Quality Time Splurge

This week on the Retirement Quick Tips Podcast, I'm sharing with you 5 Expensive Things I Bought Last Year That Were Worth The Splurge Today, I'm talking about the money spent on a vacation with my husband in 2024…

Jan 11, 20256 min

Ep 2189In My Expensive Handbag Era

This week on the Retirement Quick Tips Podcast, I'm sharing with you 5 Expensive Things I Bought Last Year That Were Worth The Splurge Today, I'm talking about the expensive handbags I bought in 2024.

Jan 10, 20257 min

Ep 2188My Long Overdue Splurge That Will Be Worth It In The Long Run

This week on the Retirement Quick Tips Podcast, I'm sharing with you 5 Expensive Things I Bought Last Year That Were Worth The Splurge Today, I'm talking about getting a new set of golf clubs…

Jan 9, 20255 min

Ep 2187The Thing I Promised Myself I Would Never Buy…But I Did It Anyway!

This week on the Retirement Quick Tips Podcast, I'm sharing with you 5 Expensive Things I Bought Last Year That Were Worth The Splurge Today, I'm talking about the thing I promised myself I would never buy but I did anyways - a first class plane ticket!

Jan 8, 20255 min

Ep 2186My Weirdest Splurge of The Year

This week on the Retirement Quick Tips Podcast, I'm sharing with you 5 Expensive Things I Bought Last Year That Were Worth The Splurge Today, I'm talking about the weirdest sounding splurge from last year, especially coming from someone not even 40 years old yet - I got new teeth!

Jan 7, 20256 min

Ep 21855 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'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

Jan 6, 20257 min

Ep 2184The Best of 2024: The Retirement Bucket Withdrawal Strategy

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Jan 5, 20255 min

Ep 2183The Best of 2024: The 4% Rule

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Jan 4, 20254 min

Ep 2182The Best of 2024: Top Regrets from Retirees (NOT) buying Long-Term Care

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Jan 3, 20254 min

Ep 2181The Best of 2024: Top Regrets from Retirees: Complicated Assets and Investments

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Jan 2, 20255 min

Ep 2180The Best of 2024: What's the Best Long Term are Plan For Me?

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Jan 1, 20256 min

Ep 2179The Best of 2024: Top Regrets from Retirees: Ignoring Inflation

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 31, 20246 min

Ep 2178The Best of 2024: Listener Question: Does the 4% Withdrawal Rule in Retirement Still Apply in this Higher Inflation Economy?

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 30, 20245 min

Ep 2177The Best of 2024: How Do I Budget for Retirement?

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 29, 20245 min

Ep 2175The Best of 2024: Worst SS Mistake: Not Maximizing Spousal Benefits

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 27, 20245 min

Ep 2174The Best of 2024: Should I do Roth Conversions?

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 26, 20247 min

Ep 2173Merry Christmas 2024!

Merry Christmas! I wish you peace and joy on this very blessed day, on the birth of our Savior. If you've been listening for the last couple weeks, you know I've been taking a break from new episodes and rewinding the most popular episodes of the year. But not today. Today I would like to read you my Christmas card sent to family, friends, and clients. It's my audio Christmas card to you…

Dec 25, 20249 min

Ep 2172The Best of 2024: Roth Conversions & Retirement Spending Strategies with Jeremey Keil

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 24, 20245 min

Ep 2171The Best of 2024: Top Regrets from Retirees: Failing to Plan

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 23, 202410 min

Ep 2170The Best of 2024: The Case For Higher Interest Rates For Longer: Sticky Inflation

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 22, 20244 min

Ep 2169The Best of 2024: Worst SS Mistake: Claiming Too Early

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 21, 20246 min

Ep 2168The Best of 2024: Retirement Mistake #3: Forgetting to Plan for Taxes

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 20, 20245 min

Ep 2167The Best of 2024: Get Your Free Social Security Comparison Report

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 19, 20244 min

Ep 2166The Best of 2024: How to Double Your Retirement Nest Egg in 10 Years

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 18, 20244 min

Ep 2165The Best of 2024: Retirement Mistake #2: Filing for Social Security at the Wrong Time

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 17, 20245 min

Ep 2164The Best of 2024: Most Popular Episodes

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

Dec 16, 20243 min

Ep 2163Changes Coming To Your 401(k) In 2025 | Recap

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: Changes Coming To Your 401(k) In 2025

Dec 15, 20242 min

Ep 2162Finding Your Long Lost 401ks Just Got Easier

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025. Today, I'm talking about a new database for lost 401k dollars that is scheduled to go live at the end of 2024.

Dec 14, 20246 min

Ep 2161New 401k Savings Opportunities For Part-Time Workers

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025. Today, I'm talking about new rules allowing part time workers to contribute to their company's 401k.

Dec 13, 20244 min

Ep 2176The Best of 2024: Retirement Mistake #1: Underestimating the Length Retirement

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule.

Dec 12, 20245 min

Ep 2160The Confusing New Catch Up Contribution Limits For Retirement Plans in 2025

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025. Today, I'm talking about the confusing changes to catch up contributions for 2025.

Dec 12, 20243 min

Ep 2159(Slightly) Higher Retirement Contribution Limits for 2025

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025. Today, I'm talking about how the contribution limits have changed for retirement plans for 2025.

Dec 11, 20243 min

Ep 2158What Trump 2.0 Means For Your 401k In 2025

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025. Today, I'm talking about everyone's favorite topic - Donald J Trump, and what the new administration means for retirement savings and planning decisions in 2025.

Dec 10, 20245 min

Ep 2157Changes 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: Changes Coming To Your 401(k) In 2025

Dec 9, 20242 min

Ep 2156Your Money Personality & Why It Matters | Recap

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: Your Money Personality & Why It Matters

Dec 8, 20244 min

Ep 2155The Worrier Money Personality Type

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. Today, I'm talking about the worrier money personality type.

Dec 7, 20246 min

Ep 2154The Most Dangerous Money Personality Type

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. Today, I'm talking about the gambler money personality type. This is perhaps the most dangerous of the money personality types.

Dec 6, 20245 min

Ep 2153The Saver-Splurger: The Most Tortured Personality Type

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. According to Ken Honda, author of Happy Money, there are 7 distinct personality types. Today, I'm talking about what I think is the most tortured of the money personality types - the saver-splurger.

Dec 5, 20245 min

Ep 2152The Indifferent To Money Personality Type

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. According to Ken Honda, author of Happy Money, there are 7 distinct personality types. Yesterday, I talked about the most difficult money personality types…the compulsives. Compulsive spenders, savers, and money makers. All challenging to overcome some of the common and destructive pitfalls of the compulsive types. Today I want to turn to a money personality that's a bit more subtle.

Dec 4, 20244 min

Ep 2151The Compulsive Money Personalities

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. According to Ken Honda, author of Happy Money, there are 7 distinct personality types. Honda has spent years researching the intersection of psychology & money. It's important to remember that you may see overlap with yourself and the different personality types. The important thing is to recognize which personality types most closely resemble your own, so you can better understand your own relationship with money. Today, I am actually going to talk about 3 money personalities - the compulsives.

Dec 3, 20247 min

Ep 2150Your Money Personality & Why It Matters

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.

Dec 2, 20244 min

Ep 2149The Life Changing Benefits of Becoming A More Grateful Person

With it being Thanksgiving this week, gratitude is top of mind, and I hope it is for you too. The benefits of gratitude are well-understood. On the flipside, the problem with not being grateful is dangerous. When we take things for granted, life loses much of it's joy. So this week is the perfect opportunity to reset your gratitude awareness and practice gratitude. Thanks for listening! I appreciate you and I am grateful for you! I hope you have a happy and relaxing Thanksgiving and spend time this week with people you love.

Nov 25, 202410 min

Ep 214810 Money Tips From A 10 Year Old | Recap

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

Nov 24, 20242 min

Ep 214710 Money Tips From A 10 Year Old: Giving & Investing

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about giving & investing

Nov 23, 20246 min

Ep 214610 Money Tips From A 10 Year Old: Putting Money In Perspective

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about some big picture questions when it comes to money…

Nov 22, 20245 min

Ep 214510 Money Tips From A 10 Year Old: Spending Money

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about spending money.

Nov 21, 20246 min

Ep 214410 Money Tips From A 10 Year Old: Working Longer vs. Retiring

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about the following scenario: If someone has enough money to stop working, do you think it's best to stop working or continue to work? Why would someone choose to keep working? Why would someone choose to stop working?

Nov 20, 20244 min

Ep 214310 Money Tips From a 10 Year Old: Saving Money

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about saving money…

Nov 19, 20245 min

Ep 214210 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. 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

Nov 18, 20243 min

Ep 2141Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy | Recap

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was:Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I really enjoyed talking with Sean and getting his perspective on year-end tax planning considerations for investors. The most important takeaway from this week is that it's always important in the last few weeks of the year to take a look at your income and tax situation and decide if there is anything else you could or should be doing to help with keeping your taxes lower in the current year, or in the case of the Roth conversion, looking ahead to future years to lower your taxes down the road. The time to do this is now…before the distraction of the holidays pushes these planning tips to the wayside. Better yet, if you have a tax advisor, now is a great time to connect with them, be proactive, and ask them specifically about the tax savings strategies that appeal to you - get their opinion on which ones make the most sense in your situation and Tomorrow, 10 Money Tips From A 10 Year Old. My daughter Keegan has been eager to get on the podcast, and she's a very outgoing and chatty girl, so she has a lot to say about a great many things - even money. Children can be so wise, and they see things from an entirely different perspective than we can as adults. They're free from many of the money challenges that plague adults because of experiences, upbringing, hard knocks and successes. So next week, you'll hear her unfiltered perspective on money and life. Thank you so much for listening this week! If you're enjoying the podcast, please share the show! Be sure to subscribe if you haven't already, and if you're interested in learning more about working with me, check out my website: www.truenorthra.com. Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast. ---------- >>> 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

Nov 17, 202410 min