How do elections and rate changes affect your investment portfolio? Join Michelle for an engaging conversation with John Archbold and James Yahoudy, two members of the expert investment team supportin

How much of your Social Security Benefits do you keep after taxes? How can you better plan your taxes to reduce the amount taken from your Social Security during retirement? In this episode, Michelle

In this episode, Michelle Gessner sits down with Madison Ross, co-founder of Ross & Connor LLP, a CPA firm based in Fort Worth, Texas. Together, they dive into why proactive tax planning and working w

If you want to make the most of your Social Security benefits, this episode is a must-listen! Join Michelle Gessner as she breaks down the facts behind the Social Security debatewill it run out, or i

Are annuities a smart addition to your retirement portfolio? Join Michelle as she breaks down different types of annuitiesfixed, fixed index, and variable annuitiesexplaining how they can fit into

Are you ready for retirement? Lets find out! On todays show, Michelle Gessner, CFP shares a checklist that includes six questions to ask and answer before you decide to hang up your career hat. Wi

Are you undervaluing the importance of long-term disability insurance in your financial plan? This episode reveals the common myths and misunderstandings that could cost you and your loved ones dearly

While its widely acknowledged that retirement involves careful financial planning, its essence extends far beyond mere numbers a facet often overlooked. Today, Sue Mintz, a certified retirement tr

Find a job youll love and youll never work a day in your life. But how? Michelle Gessner is joined by special guest Lee Rathbun, a part-time sports official who shares his journey of turning his

After the successful release of Understanding Medicare: A Guide for Beginners, Michelle was prompted to ask Joanne Giardini Russell back to the show to provide a deeper look into Medicare. Lets gai