Retirement Quick Tips with Ashley Ashley Micciche

Welcome to the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing over $350 million in client assets. 
On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journey, you are in the right place!
This week, I’m doing something a little different on the podcast. I’m hosting office hours on Thursday, May 16th, from 12-1pm (pacific time). And I want to make sure that no matter when you listen this week, you’ll hear about it and have a chance to register! 
So here’s how it’s going to work the first time around: 
Pick My Brain Office Hours is your chance to ask me anything that's on your mind regarding retirement. This Zoom meeting is 60 minutes long. The maximum number of participants is 6, so you'll hear from others too, not just me!
It's meant to be a conversation to help you with your most burning question about retirement or just your finances in general, facilitated by me!
When you register, you’ll have a chance to ask your question. Then in the meeting, after short introductions, I will choose someone to ask their question and we'll discuss the topic for five to ten minutes. We’ll repeat for each participant until all the main questions are discussed, then wrap up. 
Currently the podcast has anywhere from 15,000-20,000 downloads per month, so I do expect this to fill up. If you go to the show notes wherever you’re listening right now, I’ll include a link to register. 
Link to register: https://calendly.com/ashleymicciche/pick-my-brain-may-office-hours?month=2024-05&date=2024-05-16 
If you click on the registration link, and it’s full, send me an email. I’ll add you to the waiting list, and you’ll also get first dibs on scheduling for the next office hours (hopefully in June if this first test goes well), before I advertise the link for office hours. 
My email if the office hours is full: ashleym@truenorthra.com 
Thanks for listening! I look forward to hearing your questions in this month’s office hours! My name is Ashley Micciche...and this is the Retirement Quick Tips podcast.
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It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. 
The theme this week was: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan

This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about scrutinizing your savings plan. If you review your tax return like I suggested in Thursday’s episode, you’ll hopefully see any missing opportunities for additional savings. 

This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about the importance of organizing your financial documents. Spring time is usually a time of embarking on decluttering, purging, and organization, and your finances deserve some organization as well.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about reviewing your tax return.

This week’s theme on the Retirement Quick Tips Podcast is: 5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
Today, I’m talking about rebalancing your portfolio. A lot has changed in the stock and bond markets in the last few years. 2021 was a fantastic year for stocks, and flat for bonds. 2022 was a bloodbath for everyone, and 2023 was a strong recovery year for both bond and stock investors.