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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

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

____________________________________________________

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! 🙂
____________________________________________________

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 
____________________________________________________

Get in touch: 
Ashley Micciche, QPFC, CRPC, CeXP
Co-owner, True North Retirement Advisors
https://www.truenorthretirementadvisors.com

Disclosure: https://truenorthretirementadvisors.com/disclaimer/

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

____________________________________________________

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! 🙂
____________________________________________________

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
____________________________________________________

Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
Co-owner, True North Retirement Advisors
https://www.truenorthretirementadvisors.com

Disclosure: https://truenorthretirementadvisors.com/disclaimer/

6 0

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLkFCdXNOMEdnaGRN

Enrolling In Medicare - Do's & Don'ts

True North Retirement October 6, 2022 2:59 pm

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

____________________________________________________

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! 🙂
____________________________________________________

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
____________________________________________________

Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
Co-owner, True North Retirement Advisors
https://www.truenorthretirementadvisors.com

Disclosure: https://truenorthretirementadvisors.com/disclaimer/
...

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! 
____________________________________________________

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 
____________________________________________________

Get in touch: 
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com

Disclosure: https://truenorthretirementadvisors.com/disclaimer/

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!
____________________________________________________

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
____________________________________________________

Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com

Disclosure: https://truenorthretirementadvisors.com/disclaimer/

1 1

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLnVCX3gzZXBSOXln

It Too Late To Buy Real Estate in 2022?

True North Retirement March 11, 2022 11:00 am

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!
____________________________________________________

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
____________________________________________________

Get in touch:
Ashley Micciche, QPFC, CRPC, CeXP
CEO, True North Retirement Advisors
https://www.truenorthretirementadvisors.com

Disclosure: https://truenorthretirementadvisors.com/disclaimer/
...

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! 
____________________________________________________

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/

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!
____________________________________________________

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/

5 0

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLmpBa2hoSmtNY3lN

Money Supply: The Real Cause of 2021 Inflation

True North Retirement December 3, 2021 9:16 am

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!
____________________________________________________

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

True North Retirement November 2, 2021 9:12 pm

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!
____________________________________________________

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/
...

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! 
____________________________________________________

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/

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!
____________________________________________________

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/

5 0

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLkphdmE4MS04RjB3

Critical Ages For Retirement Planning

True North Retirement July 2, 2021 2:00 pm

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!
____________________________________________________

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/
...

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! 
____________________________________________________

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/

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!
____________________________________________________

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/

6 0

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLmRLUnpNN2FOSXRJ

Retirement Rules of Thumb You Should Ignore

True North Retirement June 17, 2021 12:20 pm

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!
____________________________________________________

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/
...

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! 
____________________________________________________

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/

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!
____________________________________________________

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/

4 0

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLnp2dmZ1MHhaRWJV

Grandparent-Owned 529 College Savings Plans

True North Retirement June 14, 2021 8:23 am

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!
____________________________________________________

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/
...

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! 
____________________________________________________

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/

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!
____________________________________________________

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/

18 3

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLi1YLXl1RG04djhj

How To Get The Most Benefit From Your 401k Plan

True North Retirement June 13, 2021 10:00 am

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!
____________________________________________________

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/
...

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! 
____________________________________________________

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/

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!
____________________________________________________

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/

3 0

YouTube Video VVVpbTNsSGZOVmJybURRSGtuaXFtYzZnLnZfTkJLb3ZPa2Nn

The Problem With Financial Experts

True North Retirement June 4, 2021 1:54 pm

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!
____________________________________________________

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

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.

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