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Retirement Quick Tips with Ashley

Retirement Quick Tips with Ashley

547 episodes — Page 9 of 11

Ep 2213How To Optimize Your HSA In 2025 | Recap

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: How To Optimize Your HSA In 2025

Feb 9, 20254 min

Ep 2212Using Your HSA In The Real World

This week on the Retirement Quick Tips Podcast, I'm talking about how to optimize your health savings account, or HSA, in 2025. Today, I'm talking about using your HSA in the real world.

Feb 8, 20258 min

Ep 2211Optimizing Your Investments In Your HSA

This week on the Retirement Quick Tips Podcast, I'm talking about how to optimize your health savings account, or HSA, in 2025. Today, I'm talking about optimizing your investments in the HSA. Assuming you max out your HSA every year, how should you invest.

Feb 7, 20256 min

Ep 2210The HSA Is Still Worth It, Even If You Don't Use It All For Health Care Expenses

This week on the Retirement Quick Tips Podcast, I'm talking about how to optimize your health savings account, or HSA, in 2025. Today, I'm talking about why the HSA is still worth maxing out and investing for the long-term, even if you're worried about over-contributing and not using the money for healthcare expenses.

Feb 6, 20256 min

Ep 2209Invest Your HSA For The Long-Term

This week on the Retirement Quick Tips Podcast, I'm talking about how to optimize your health savings account, or HSA, in 2025. Today, I'm talking about how and why you'll want to consider funding your HSA exclusively for future health care costs.

Feb 5, 20255 min

Ep 2208Understanding the Health Savings Account

This week on the Retirement Quick Tips Podcast, I'm talking about how to optimize your health savings account, or HSA, in 2025. Today, I'm going over some of the basics of the health savings accounts.

Feb 4, 20255 min

Ep 2207How 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's theme is: How To Optimize Your HSA In 2025

Feb 3, 20254 min

Ep 2206Talk To You Next Week!

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.

Jan 27, 20252 min

Ep 2205What I'm Reading in January 2025 | Recap

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

Jan 26, 20252 min

Ep 2204Just Say No To Private Investments

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.

Jan 25, 20257 min

Ep 2203'New Year, New You' Doesn't Work

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

Jan 24, 20256 min

Ep 2202Your 401(k) 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 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.

Jan 23, 20256 min

Ep 2201On Bubble Watch - Howard Marks' Most Recent Memo

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

Jan 22, 20259 min

Ep 2200Morningstar Advises 3.7% Withdrawal For First Year Of Retirement

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…

Jan 21, 20258 min

Ep 2199What 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: What I'm Reading In January 2025

Jan 20, 20254 min

Ep 21982024 Economic & Market Commentary | Recap

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

Jan 19, 20254 min

Ep 2197Attractive Investment Opportunities In 2025

This week on the Retirement Quick Tips Podcast, I'm recapping the stock market, bond market, and economic climate of 2024, and looking ahead to 2025. Today, I'm tying it all together and talking about opportunities for 2025.

Jan 18, 202512 min

Ep 21962024 Bond Market Commentary

This week on the Retirement Quick Tips Podcast, I'm recapping the stock market, bond market, and economic climate of 2024, and looking ahead to 2025. Today, I'm talking about the bond market and adding some thoughts for bond investors in 2025.

Jan 17, 20256 min

Ep 21952024 Stock Market Commentary

This week on the Retirement Quick Tips Podcast, I'm recapping the stock market, bond market, and economic climate of 2024, and looking ahead to 2025. Today, I'm doing a deeper dive on the stock market in 2024.

Jan 16, 20255 min

Ep 21942024 Economic Commentary

This week on the Retirement Quick Tips Podcast, I'm recapping the stock market, bond market, and economic climate of 2024, and looking ahead to 2025. Today, I'm talking about the economic recap from 2024 and my outlook for the economy in 2025.

Jan 15, 20256 min

Ep 21932024 Economic & Market Recap

This week on the Retirement Quick Tips Podcast, I'm recapping the stock market, bond market, and economic climate of 2024, and looking ahead to 2025. Today, I'm recapping the economic & market environment from 2024…

Jan 14, 20257 min

Ep 21922024 Economic & Market Commentary

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

Jan 13, 20252 min

Ep 21915 Expensive Things I Bought Last Year That Were Worth The Splurge | Recap

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast. The theme this week was: 5 Expensive Things I Bought Last Year That Were Worth The Splurge

Jan 12, 20254 min

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