Retire To A Life You Love® with Michelle Gessner, CFP®

Retire To A Life You Love® with Michelle Gessner, CFP®


Latest Episodes

What You Need To Know About the One Big Beautiful Bill (Ep. 31)
August 28, 2025

A massive new tax bill quietly passed on July 4th, spanning 900 pages and packed with changes that could impact retirees, families, and professionals across the country. In this episode of Retire to

LGBTQ+ Legal Planning: Protecting Your Rights if Marriage Equality Is Overturned (Ep. 30)
July 10, 2025

In this episode, Michelle Gessner, CFP, welcomes attorney Lorie Burch for an important conversation on estate planning for LGBTQ+ families, especially in Texas. Lorie shares her personal experience w

Tips & Traps: What You Need To Know About Taxes (Ep. 29)
June 12, 2025

Join Michelle Gessner, CFP, for smart tax tips that can help you avoid costly mistakes and take advantage of smart planning opportunities. While taxes may not be everyones favorite topic, Michelle e

Retiring to a Life You Love in Portugal with Glenda Cole (Ep. 28)
May 08, 2025

What if you could retire to a life that feels like a storybook dream? In this latest episode of Retire to a Life You Love, Michelle Gessner, CFP, reconnects with Glenda Cole who is living an idyllic

Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)
April 10, 2025

Join Michelle Gessner, CFP, as she welcomes Lauren Morris, the client services extraordinaire at Gessner Wealth Strategies. Lauren shares her behind-the-scenes skills on simplifying the financial com

You Got Laid Off – Now What? 10 Important Steps to Take (Ep.26 )
March 13, 2025

What do you do when life throws you a curveball, like an unexpected job layoff? Join Michelle Gessner, CFP, on navigating the uncertainty of job loss and crafting a viable plan forward. Michelle shar

How To Find the Right Financial Advisor (Ep.25)
January 16, 2025

What are the right questions to ask when choosing a financial advisor? Knowing what to ask can differentiate between retiring comfortably and facing unexpected challenges. Join CERTIFIED FINANCIAL P

Holding More Stocks and Less Bonds: Commentary from our Expert Investment Team (Ep. 24)
December 12, 2024

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 Are My Social Security Benefits Taxed? (Ep. 23)
November 14, 2024

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

Important Tax Mistakes to Avoid {That CPAs Wish You Knew} (Ep.22)
October 10, 2024

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