Retirement Quick Tips with Ashley

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025.  Today, I'm talking about a new database for lost 401k dollars that is scheduled to go live at the end of 2024.

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025.  Today, I'm talking about new rules allowing part time workers to contribute to their company's 401k.

The theme this week on the podcast is: The Best of 2024 I'm bringing you into the new year by rewinding and replaying the most downloaded, most listened to, and most popular episodes from 2024. The topics are varied, covering everything from social security to inflation to the 4% rule. 

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025.  Today, I'm talking about the confusing changes to catch up contributions for 2025.

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025.  Today, I'm talking about how the contribution limits have changed for retirement plans for 2025.

This week on the Retirement Quick Tips Podcast, I'm breaking down the 401k and retirement plan changes coming for 2025.  Today, I'm talking about everyone's favorite topic - Donald J Trump, and what the new administration means for retirement savings and planning decisions in 2025. 

Welcome to a new week here on the Retirement Quick Tips podcast! If you're 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I'm your guide, Ashley Micciche. I've been a financial advisor for 17 years, and I've helped hundreds of clients carve out their own unique roadmap to retirement. I'm the co-owner of True North Retirem...

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast.  The theme this week was: Your Money Personality & Why It Matters

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters.  Today, I'm talking about the worrier money personality type.

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters.  Today, I'm talking about the gambler money personality type. This is perhaps the most dangerous of the money personality types. 

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. According to Ken Honda, author of Happy Money, there are 7 distinct personality types.  Today, I'm talking about what I think is the most tortured of the money personality types - the saver-splurger. 

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters. According to Ken Honda, author of Happy Money, there are 7 distinct personality types.  Yesterday, I talked about the most difficult money personality types…the compulsives. Compulsive spenders, savers, and money makers. All challenging to overcome some of the common and destructive pi...

This week on the Retirement Quick Tips Podcast, I'm talking about your money personality type and why it matters.  According to Ken Honda, author of Happy Money, there are 7 distinct personality types. Honda has spent years researching the intersection of psychology & money. It's important to remember that you may see overlap with yourself and the different personality types. The important thing i...

Welcome to a new week here on the Retirement Quick Tips podcast! If you're 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I'm your guide, Ashley Micciche. I've been a financial advisor for 17 years, and I've helped hundreds of clients carve out their own unique roadmap to retirement. I'm the co-owner of True North Retirem...

With it being Thanksgiving this week, gratitude is top of mind, and I hope it is for you too. The benefits of gratitude are well-understood. On the flipside, the problem with not being grateful is dangerous. When we take things for granted, life loses much of it's joy. So this week is the perfect opportunity to reset your gratitude awareness and practice gratitude. Thanks for listening! I apprecia...

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast.

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about giving & investing

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about some big picture questions when it comes to money…

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about spending money.

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about the following scenario: If someone has enough money to stop working, do you think it's best to stop working or continue to work? Why would someone choose to keep working? Why would someone choose to st...

This week on the Retirement Quick Tips Podcast, I'm here with my 10 year old daughter, Keegan and we're talking about some of her thoughts and tips about money… Today, Keegan and I are talking about saving money…

Welcome to a new week here on the Retirement Quick Tips podcast! I'm your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets.  Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I'm glad you'r...

It's Sunday, which means...it's recap time here on the Retirement Quick Tips Podcast.  The theme this week was:Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I really enjoyed talking with Sean and getting his perspective on year-end tax planning considerations for investors.  The most important takeaway from this week is that it's always important in the last few weeks of the year t...

This week on the podcast, I'm bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here's today's interview segment with Sean, talking about retirement accounts and some additional considerations if you have an Inherited IRA.  Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for...

This week on the podcast, I'm bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here's today's interview segment with Sean - tax loss and gain harvesting.  Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with A...