Podcast

If you want to make the most of your Social Security benefits, this episode is a must-listen!

Join Michelle Gessner as she breaks down the facts behind the Social Security debate—will it run out, or is it just a myth?

Are annuities a smart addition to your retirement portfolio? 

Join Michelle as she breaks down different types of annuities—fixed, fixed index, and variable annuities—explaining how they can fit into a comprehensive financial plan.

Are you ready for retirement? Let’s find out!

On today’s show, Michelle Gessner, CFP® shares a checklist that includes six questions to ask and answer before you decide to hang up your career hat.

With her co-host, Michelle discusses the necessity of professional help with investments, the decision to retain money in an employer’s retirement plan, and the importance of stress-testing your retirement strategy.

Are you undervaluing the importance of long-term disability insurance in your financial plan?

This episode reveals the common myths and misunderstandings that could cost you and your loved ones dearly. Michelle dives into why even retirees need to grasp the nuances of disability insurance policies and how overlooking the benefits could expose gaps in your financial safety net.

While it’s widely acknowledged that retirement involves careful financial planning, its essence extends far beyond mere numbers – a facet often overlooked. 

“Find a job you’ll love and you’ll never work a day in your life.”’

But how?

After the successful release of “Understanding Medicare: A Guide for Beginners,” Michelle was prompted to ask Joanne Giardini Russell back to the show to provide a deeper look into Medicare.

A lot of us spend time planning for our retirement from a financial perspective, which I will never tell you is a bad thing. However, how much thought have you given to HOW you will spend your retirement?

A new year provides opportunities for growth and self-improvement, and this extends to your finances too!

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.

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.

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?

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.

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 complexities of retirement and tax regulations. 

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 care options and possible scenarios that could affect you and your family.

Aging is a reality that none of us can escape, and planning for it can be daunting.

In this episode, Kim Hegwood, Owner and Managing Attorney of Your Legacy Legal Care, emphasizes the importance of planning for long-term care, regardless of age.

In this episode, Michelle Gessner, CFP® delves into the world of Estate Planning by sharing stories of common mistakes and provides insight into how you can prepare for the unexpected.

In this informative episode, Joanne Giardini-Russell, owner of Giardini Medicare, delivers a simple and understandable guide to understanding Medicare.

While it may not be the most thrilling topic, gaining a solid grasp of Medicare is critical for individuals seeking reliable health insurance.

In the world of retirement planning, taxes can be a significant expense that are often overlooked.

In this informative episode, CERTIFIED FINANCIAL PLANNER™ practitioner Michelle Gessner shares her insights, and dispels common myths about taxes and retirement.

In this episode, Michelle Gessner, CFP® delves into the client experience at Gessner Wealth Strategies. Listen as she shares her expertise and provides valuable insights into how you can properly save for a comfortable and secure retirement.

Are you ready to start planning for the retirement of your dreams?

Welcome to the Retire to a Life You Love® podcast, where host Michelle Gessner, CFP® shares her expertise and strategies to help you achieve the freedom you deserve.