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

A lot of us spend time planning for our retirement from a financial perspective, which I will never tell you is a bad thing. However, how much thought have you given to HOW you will spend your retirem

A new year provides opportunities for growth and self-improvement, and this extends to your finances too! But before we look too far ahead, lets revisit a few 2023 episodes of Retire To A Life You L

As a CERTIFIED FINANCIAL PLANNER professional, Michelle understands how confusing all of the rules, guidelines, and restrictions surrounding taxes can be. That is why she has dedicated this episode t