Retire To A Life You Love® with Michelle Gessner, CFP®
Latest Episodes
Top Takeaways from 2023 (Ep.13)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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