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

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


Latest Episodes

Top Takeaways from 2023 (Ep.13)
January 11, 2024

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

End-of-Year Tax Tips with Michelle Gessner, CFP® (Ep.12)
December 07, 2023

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

5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)
November 09, 2023

In todays world of relationships, if you are ignored, youre being ghosted. Basically, the person doing the ghosting has decided that they no longer care about you. Do you feel this way about your

The Importance of Personal Risk Management with Ryan Kaiser (Ep.10)
October 12, 2023

If you go outside when it is raining, you take an umbrella to keep you from getting wet. When you ride in a car, you put on your seatbelt to keep you safe. But what do you do to safeguard your finance

How to Avoid Common Retirement Planning Mistakes (Ep.9)
September 14, 2023

Planning for your retirement is not black and white. Its not cookie-cutter, or one-size-fits-all. And because there is no universal template when it comes to retirement planning, its important that

Master Your Tax Planning For Retirement with Sarah Brenner (Ep. 8)
August 10, 2023

Join Michelle Gessner, CFP as she chats with tax attorney and educator Sarah Brenner from Ed Slott and Company, LLC. With over 20 years of experience, Sarah has become a trusted resource for financi

Planning Beyond Today: A Look at Long-Term Care Planning (Ep. 7)
July 13, 2023

Dont wait for tomorrow, next week, or next month to figure out your long-term care plan. Now is the time to equip yourself with knowledge so you can properly plan for your future. In this thought-pr

Estate Planning and the Possibility for Long-Term Care with Kim Hegwood (Ep. 6)
June 08, 2023

Aging is a reality that none of us can escape, and planning for it can be daunting. In this episode, Kim Hegwood, Owner and Managing Attorney of Your Legacy Legal Care, emphasizes the importance of p

How to Avoid Common Estate Planning Mistakes (Ep. 5)
May 11, 2023

Weve all heard horror stories, or know someone that wasnt prepared and suffered costly consequences. Dont be that someone. In this episode, Michelle Gessner, CFP delves into the world of Estate P

Understanding Medicare: A Guide for Beginners (Ep. 4)
April 13, 2023

In this informative episode, Joanne Giardini-Russell, owner of Giardini Medicare, delivers a simple and understandable guide to understanding Medicare. While it may not be the most thrilling topic, ga