30:28
Behind The Curtain: What You Need To Know About Annuities (Ep.20)
33:23
Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)
25:17
Long-Term Disability Insurance: What You Don’t Know Can Hurt You (Ep.18)
29:01
Planning for Happiness in the Next Chapter of Your Life with Sue Mintz (Ep.17)
27:22
Turning Your Hobby Into a Paid Passion with Lee Rathbun (Ep.16)
31:45
Medicare: A Comprehensive Guide with Joanne Giardini Russell (Ep.15)
32:38
Retiring Abroad: How Glenda Cole is Living Her Storybook Life in Portugal (Ep.14)
33:54
Top Takeaways from 2023 (Ep.13)
34:23
End-of-Year Tax Tips with Michelle Gessner, CFP® (Ep.12)
22:22
5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)
35:20
The Importance of Personal Risk Management with Ryan Kaiser (Ep.10 )
37:01
How to Avoid Common Retirement Planning Mistakes (Ep.9)
32:21
Master Your Tax Planning For Retirement with Sarah Brenner (Ep. 8)
28:53
Planning Beyond Today: A Look at Long-Term Care Planning (Ep. 7)
29:56
Estate Planning and the Possibility for Long-Term Care with Kim Hegwood (Ep. 6)
32:39
How to Avoid Common Estate Planning Mistakes (Ep. 5)
33:09
Understanding Medicare: A Guide for Beginners (Ep. 4)
24:21
Introducing the Retire to a Life You Love® podcast (Ep. 1)
27:38
Reducing Tax Rate Risks for Your Retirement (Ep. 3)
35:08
The Client Experience with Michelle Gessner, CFP® (Ep. 2)
01:41
Founder's Message
01:06
Are You Retirement Ready? Have Your Plan Stress Tested!
05:01
Estate Planning Interview with Michelle Gessner
07:32
Tax Planning Interview with Michelle Gessner
03:51
Risk Management Interview with Michelle Gessner
03:01
Is a Roth Conversion Right for You This Year in a Market Decline
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About
As your trusted advisor, our job is to help you make smart decisions about your money. But our personalized approach is about so much more than that. We strive to understand what is important to you from generating income and protecting your financial security to assisting aging parents and legacy planning. We spend a lot of time looking for ways to reduce taxes in retirement. And most important, we offer guidance and clarity for decisions that come up throughout the year. Our firm is independent, which means that we are not beholden to any company’s goals or relationships which could color our recommendations to you. We are a fiduciary advisor in everything that we do, which means we put your interests ahead of our own.
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