13 episodes
Retire To A Life You Love® with Michelle Gessner, CFP® Michelle Gessner, CFP®
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- Business
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5.0 • 1 Rating
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Welcome to Retire To A Life You Love® with Michelle Gessner, CFP® from Gessner Wealth Strategies. In this podcast we inspire executives, professionals, and business savvy women to better their finances and overcome the financial stresses of life. We do all of this by giving the advice you need to identify your goals, and the confidence to achieve them so you can Retire to a Life You Love®. Join us for this journey where Michelle draws from years of expertise and talks with today's top business minds about their achievements, struggles, and lessons learned.
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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 to helping you maximize your tax benefits before year-end. Join Michelle as she provides a few simple strategies, breaks down financial terms and jargon, and explains … Read More Read More
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5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)
In today’s world of relationships, if you are ignored, you’re being ‘ghosted.’ Basically, the person doing the ghosting has decided that they no longer care about you. Do you feel this way about your financial advisor? If they don’t regularly communicate, share market advice or insights, or return your calls, you are likely being ghosted. … Read More Read More
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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 finances? Taking proper precautions for the safety of your assets and finances is just … Read More Read More
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How to Avoid Common Retirement Planning Mistakes (Ep.9)
Planning for your retirement is not black and white. It’s not cookie-cutter, or one-size-fits-all. And because there is no universal template when it comes to retirement planning, it’s important that your plan is tailored to your lifestyle and how you envision your post-work life. In this episode, Michelle provides ten strategies to help you avoid … Read More Read More
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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 financial advisors and their clients across the nation. Listen as she shares her insights on how you can navigate through the … Read More Read More
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Planning Beyond Today: A Look at Long-Term Care Planning (Ep. 7)
Don’t 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-provoking episode, Michelle Gessner, CFP® and host of the Retire To A Life You Love® podcast walks listeners through long-term … Read More Read More