foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
Podcasts
Youtube Videos
Pick My Brain - May Office Hours
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 $350 million in client assets.
On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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 are in the right place!
This week, I’m doing something a little different on the podcast. I’m hosting office hours on Thursday, May 16th, from 12-1pm (pacific time). And I want to make sure that no matter when you listen this week, you’ll hear about it and have a chance to register!
So here’s how it’s going to work the first time around:
Pick My Brain Office Hours is your chance to ask me anything that's on your mind regarding retirement. This Zoom meeting is 60 minutes long. The maximum number of participants is 6, so you'll hear from others too, not just me!
It's meant to be a conversation to help you with your most burning question about retirement or just your finances in general, facilitated by me!
When you register, you’ll have a chance to ask your question. Then in the meeting, after short introductions, I will choose someone to ask their question and we'll discuss the topic for five to ten minutes. We’ll repeat for each participant until all the main questions are discussed, then wrap up.
Currently the podcast has anywhere from 15,000-20,000 downloads per month, so I do expect this to fill up. If you go to the show notes wherever you’re listening right now, I’ll include a link to register.
Link to register: https://calendly.com/ashleymicciche/pick-my-brain-may-office-hours?month=2024-05&date=2024-05-16
If you click on the registration link, and it’s full, send me an email. I’ll add you to the waiting list, and you’ll also get first dibs on scheduling for the next office hours (hopefully in June if this first test goes well), before I advertise the link for office hours.
My email if the office hours is full: ashleym@truenorthra.com (mailto:ashleym@truenorthra.com)
Thanks for listening! I look forward to hearing your questions in this month’s office hours! My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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＞＞＞ Subscribe on Apple Podcasts: https://apple.co/2DI2LSP
＞＞＞ Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
＞＞＞ Visit the podcast page: https://truenorthra.com/podcast/
5 Ways To Spring Clean Your Portfolio & Your Retirement Plan | Recap
It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.
The theme this week was: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Spring Cleaning: Scrutinize Your Savings Plan
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about scrutinizing your savings plan. If you review your tax return like I suggested in Thursday’s episode, you’ll hopefully see any missing opportunities for additional savings.
Spring Cleaning: Organize Your Financial Documents
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about the importance of organizing your financial documents. Spring time is usually a time of embarking on decluttering, purging, and organization, and your finances deserve some organization as well.
Spring Cleaning: Review Your Tax Return
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about reviewing your tax return.
Spring Cleaning: Rebalance Your Portfolio
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about rebalancing your portfolio. A lot has changed in the stock and bond markets in the last few years. 2021 was a fantastic year for stocks, and flat for bonds. 2022 was a bloodbath for everyone, and 2023 was a strong recovery year for both bond and stock investors.
Spring Cleaning: Revisit Your Retirement Timeline & Your Goals
This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about why now is a great time to revisit your retirement plan projections, your timeline, and your goals.
5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
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, an independent financial advisory practice managing over $350 million in client assets.
On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk about:
5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Don't Squander A Large Windfall | Recap
It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.
The theme this week was: Don't Squander A Large Windfall
Monthly Market Updates
Economic & Market Update | 1st Quarter 2024
1st Quarter 2024 Commentary & 2024 Outlook – Stocks have reached new all-time highs due to lower inflation and an acceleration of earnings. The economy and markets remained incredibly resilient in 2023, which has continued in the first quarter of 2024
Economic & Market Update | 4th Quarter 2023
Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.
Economic & Market Update | September 2023
Several troubling signs point to a recession ahead in the next year. With the Fed near the end of its rate hike cycle, we believe it’s a good time to start locking in attractive yields. Stocks may show further weakness from here, but as opportunities in AI become reality, it could be the green shoot the U.S. economy needs to avoid a serious downturn.
Economic & Market Update | July 2023
Stocks continued to climb a wall of worry in the first half of 2023. The S&P 500 was up nearly 16% this year at the close of the second quarter, and the Dow Jones Industrial Average has climbed 3.8% this year, despite soft economic data, prominent bank failures, fears about the debt ceiling, and continued worries about an imminent recession.
Economic & Market Update | April 2023
Stocks rallied sharply to start the year as inflation subsided and investors grew increasingly confident that the Federal Reserve was nearly done raising interest rates.
Economic & Market Update | January 2023
2022 will go down in history as one of the worst years for both stocks and bonds ever
Economic & Market Update | July 2022
Stocks and bonds are having their worst 6-month start to a calendar year in decades.
Economic & Market Update | April 2022
The central concern, at least for Americans, is the current state of inflation and how our leaders plan to address it.
Economic & Market Update | January 2022
We remain optimistic about 2022, but we expect more muted returns on stocks and a challenging year for bonds…
Market & Economic Outlook | July 2021
Stocks continued to climb in the second quarter finishing up 8.2% as Covid-19 cases plunged 96% and almost 70% of U.S. adults got vaccinated. While concerns about the Covid Delta variant and inflation have investors on edge, the stock market performance in 2021 remains strong…
