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
Enrolling In Medicare - Do's & Don'ts
Medicare and healthcare costs are such a big part of your retirement spending, so it’s something that you definitely want to get right. That's why I'm interviewing Tim Becker in today's video.
Tim has been in the insurance industry for over a decade, with a focus on medicare, individual and family plans, and group benefits. His company, Prime Benefit Solutions is an insurance brokerage, meaning that he’s able to educate his clients on the most competitive and up to date solutions when it comes to Medicare plans and other healthcare coverage options.
In this interview, Tim and I will talk about what you need to know when signing up for Medicare for the first time, different Medicare plan options and the differences that distinguish each one, and what is the drug donut hole that everyone talks about.
Thanks for watching!
Contact Timothy Becker:
(503) 809-5061
T.Becker@PrimeBenefitSolutions.com
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3 (soon to be 4!), and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
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About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so in just a few minutes a day, you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the Retirement Quick Tips Podcast wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
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Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
Co-owner, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
It Too Late To Buy Real Estate in 2022?
In today's video, I’m discussing a big question that is on the minds of many Americans these days: Is It Too Late To Buy Real Estate?
I sat down for an interview with Matt Mahaffey, principal broker with the Mahaffey Real Estate Group in Portland, OR. For over 18 years, Matt has had the opportunity to serve well over 500 families in the process of buying and selling real estate. He’s advised clients on everything from first-time home purchases, to rental properties, to selling a 74-acre farm stand business.
He’s a true professional and has a deep understanding of the real estate market. As a 4th generation Oregonian, most of his expertise applies to the Portland, OR real estate market, but as you’ll see, much of what we’ll discuss this week in our interview applies to real estate across the United States.
We discuss everything from the current environment, demographic shifts that could keep real estate prices higher for years to come, and special considerations for retirees and pre-retirees when it comes to real estate investing, downsizing, and whether or not now is a good time to buy that 2nd home....
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the Retirement Quick Tips podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the Retirement Quick Tips podcast wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
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Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
Money Supply: The Real Cause of 2021 Inflation
This week on the Retirement Quick Tips podcast, I sat down for an interview with Senior Portfolio Manager and co-founder at Washington Crossing Advisors, Kevin Caron. He’s a frequent speaker on markets and economy-related issues and comments regularly for media outlets like CNBC, PBS, Fox Business, Bloomberg, The Wall Street Journal, Reuters, Forbes, CBS Radio, and Dow Jones.
He had some interesting insights to share with me on inflation. Kevin & I explored:
::: Why the massive increase in the supply of money is driving inflation more than the supply chain bottlenecks you hear about in the news
Whether or not inflation will last
::: How Kevin’s perspective on inflation being transitory has changed over the course of this year
::: Why politicians are drunk on using inflated dollars to pay for spending programs
::: Investments that work and investments to stay away from if higher inflation becomes entrenched
::: We also talk about minivans and why he hasn’t replaced his fence that’s currently in disrepair
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the Retirement Quick Tips podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
Business Owners: Get Clarity On Your Exit Strategy
Jared Johnson, CEO at BEI interviews Ashley Micciche, Certified Exit Planner, CEO & Co-owner of True North Retirement Advisors.
They discuss how business owners can clarify their paths to exit, figure out what they really want, and how a surprise exit turned into a big win for one of Ashley's clients.
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
Critical Ages For Retirement Planning
On the One Minute Retirement Tip podcast this week, I'm talking about the ages and milestones that are critical for planning your retirement. I’ll help you understand everything from catch up contributions starting at age 50 to what you need to know when starting your required minimum distributions at age 72 and several other must-know milestones in between.
Ep. 995-1001
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
#RetirementPlanning #Retirement #RetirementPlanningMilestones
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
Retirement Rules of Thumb You Should Ignore
Rules of thumb in finance aren’t always helpful and aren’t always good advice.
This week on the One Minute Retirement Tip podcast, I’ll talk about a handful of rules of thumb, especially for those of you who are close to retirement that you might be better off ignoring, or at least adjusting to better suit your individual situation.
Episodes: 981-987
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
#Retirement #MoneyTips #RetirementRules
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
Grandparent-Owned 529 College Savings Plans
There are some recent rule changes that just made grandparent-owned 529 college savings plans more attractive for grandparents to help save for their grandkids’ college and make this week’s theme very timely - especially if you have grandkids who are babies all the way up to pre-teen.
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
#529Accounts #529CollegeSavingsPlan #CollegeFundsForGrandkids
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
How To Get The Most Benefit From Your 401k Plan
If you're like most people, you may not be aware of ALL the 401(k) plan features that you can and should be taking advantage of. I’ll talk about the mistakes and missed opportunities that I see over and over again, to help you get the most out of your 401k plan.
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
The Problem With Financial Experts
Whether we are conscious of it or not, we are constantly exposed to financial advice. It's not always bad, but most often there's an ulterior motive.
This week on the One Minute Retirement Tip podcast, I’m going to dive deeply into the problems with some of the biggest offenders of giving bad financial advice, and I’ll share with you some great places to look for financial advice instead.
Goes live 6/7/21, Episodes: 967-973
Thanks for watching the video!
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About Me:
Hi, I'm Ashley, host of the One Minute Retirement Tip podcast. I've been a financial advisor since 2007 and I love talking about retirement! I'm also a wife, mom of 3, and a lover of golf and dry italian red wine. I'm working on loving Jesus and my Catholic faith more each day too! 🙂
____________________________________________________
About the podcast:
Each week on my podcast, I take a retirement planning topic and break it down into digestible daily doses of retirement wisdom, so that by the time you’re done brushing your teeth in the morning, I’m done talking and you’re a little bit wiser and better prepared for retirement.
Please subscribe and listen to the One Minute Retirement Tip wherever you listen to podcasts:
::: Amazon Alexa - https://amzn.to/3gMnfdp
::: iTunes - https://apple.co/2DI2LSP
::: Spotify - https://open.spotify.com/show/5gwA48hBT3Dl5chyC8FNew
::: Google Play - https://play.google.com/music/listen?u=0#/ps/I5uwbgjah3ckt7xxiqgfcb6t5zi
____________________________________________________
Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com
Disclosure: https://truenorthretirementadvisors.com/disclaimer/
Monthly Market Updates

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…

Market & Economic Outlook | April 2021
Stocks climbed over 5% in the first quarter as new COVID-19 cases dropped dramatically (down over 75% from the previous six-week period), vaccinations became widespread (181 million doses delivered and over 93.6 million having received their first shot), and the economy kicked into high gear.

Market & Economic Outlook | February 2021
Stocks have been on a tear since the election. From November 3rd through February 10th, stocks have risen 13.5%. That’s the best market performance by any first-term President going back to World War II, for this time frame.

Market & Economic Outlook | January 2021
The S&P 500 Index ended 2020 at an all-time high, gaining +16.3% for the calendar year. That is remarkable given the fact we went into a very deep recession earlier in the year.