Retirement Quick Tips with Ashley Ashley Micciche

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.

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 why now is a great time to revisit your retirement plan projections, your timeline, and your goals.