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PODCAST

Retirement Quick Tips with Ashley

Ashley Micciche

Planning for retirement can be confusing. Ashley makes it simpler! Every day, you"ll receive quick, actionable ideas to help you on your path to retirement. Disclosure: https://drive.google.com/open?id=149ZdPZDQsnmXXslZ2j1TIEjP8i_BODi8

business investing

All Episodes

05:41

Best Investment Accounts For Grandchildren | Recap

Retirement Quick Tips with Ashley ·

2024/09/08

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. The theme this week was: Best Investment Accounts For Grandchildren

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07:16

Give Them A Super Early Start On Retirement with A...

Retirement Quick Tips with Ashley ·

2024/09/07

This week on the Retirement Quick Tips Podcast, I’m talking about: Best Investment Accounts For Grandchildren Today, I’m talking about using a Roth IRA for kids. These are often called custodial Roths, and they have special requirements and rules that you’ll need to know, and some drawbacks to be aware of, but they can be a great way to save and invest early and give them an extra decade of saving and investing for retirement, which is huge.

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04:28

Using A Plain Vanilla Minor Account For Grandchildren

Retirement Quick Tips with Ashley ·

2024/09/06

This week on the Retirement Quick Tips Podcast, I’m talking about: Best Investment Accounts For Grandchildren Today, I’m talking about using investment accounts for minors to save and invest for grandchildren.They are sometimes referred to as custodial accounts, UTMA, or UGMA accounts.

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05:54

Maintain Control by Earmarking Funds & Gifting Later

Retirement Quick Tips with Ashley ·

2024/09/05

This week on the Retirement Quick Tips Podcast, I’m talking about: Best Investment Accounts For Grandchildren. Tomorrow, I’m going to talk about UTMA or UGMA accounts for minors. These are popular vehicles for grandparents to save for their grandchildren, but they have some real and important drawbacks, like the fact that once Junior reaches adulthood, which could be anytime between 18-25 depending on what state you live in, that money is theirs and they can blow it on anything they like.

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06:17

Trust Accounts For Grandchildren - Not Just For The...

Retirement Quick Tips with Ashley ·

2024/09/04

This week on the Retirement Quick Tips Podcast, I’m talking about: Best Investment Accounts For Grandchildren Today, I’m talking about why I like trust accounts for grandchildren.

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09:33

Why The 529 Account Is The Best Investment Account...

Retirement Quick Tips with Ashley ·

2024/09/03

This week on the Retirement Quick Tips Podcast, I’m talking about: Best Investment Accounts For Grandchildren Today, I’m talking about why I love the 529 college savings account and why it’s my go-to when clients come to me asking for advice on setting up accounts for their grandchildren.

en

03:33

Best Investment Accounts For Grandchildren

Retirement Quick Tips with Ashley ·

2024/09/02

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets. 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’re in the right place! This week’s theme is: Best Investment Accounts For Grandchildren

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04:39

Fortify Your Data & Protect Yourself From Cyber Crime...

Retirement Quick Tips with Ashley ·

2024/09/01

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. The theme this week was: Fortify Your Data & Protect Yourself From Cyber Crime

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05:09

What’s Next If You Become A Victim of Cyber Theft

Retirement Quick Tips with Ashley ·

2024/08/31

This week on the Retirement Quick Tips Podcast, I’m talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I’m talking about what to do if you become a victim of cyber theft.

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04:43

3 More Practical Steps You Can Take To Prevent Cyber...

Retirement Quick Tips with Ashley ·

2024/08/30

This week on the Retirement Quick Tips Podcast, I’m talking about:Fortify Your Data & Protect Yourself From Cyber Crime Yesterday, I talked about 3 Practical Steps You Can Take To Prevent Cyber Crime Today, I’m talking about 3 more steps you can take.

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08:52

3 Practical Steps You Can Take To Prevent Cyber Crime

Retirement Quick Tips with Ashley ·

2024/08/29

This week on the Retirement Quick Tips Podcast, I’m talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I’m talking about 3 practical steps you can take to prevent cyber crime. You may not be able to prevent a big data breach like the one that just happened where 2.9 billion records were exposed and likely leaked on the dark web. According to Steve Grobman, CTO at McAfee, this may be one of the worst data breaches ever.

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04:50

Massive Data Breach: Freeze Your Credit To Protect...

Retirement Quick Tips with Ashley ·

2024/08/28

This week on the Retirement Quick Tips Podcast, I’m talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I’m talking about checking & freezing your credit as one of the key ways to protect yourself against cyber fraud after the massive data breach that just exposed millions of Americans’ names, addresses, and SSNs.

en

06:40

Applying The 80/20 Rule to Prevent Cyber Fraud

Retirement Quick Tips with Ashley ·

2024/08/27

This week on the Retirement Quick Tips Podcast, I’m talking about: Fortify Your Data & Protect Yourself From Cyber Crime Today, I’m talking about the 80/20 rule when it comes to preventing cyber theft. 80% of outcomes are derived from 20% of causes

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04:56

Fortify Your Data & Protect Yourself From Cyber Crime

Retirement Quick Tips with Ashley ·

2024/08/26

Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $400 million in client assets. 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’re in the right place! This week’s theme is: Fortify Your Data & Protect Yourself From Cyber Crime.

en

04:49

Navigating the Storm: Strategies for Weathering a...

Retirement Quick Tips with Ashley ·

2024/08/25

It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. The theme this week was: Navigating the Storm: Strategies for Weathering a Stock Market Downturn.

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07:25

Finding Opportunities In Stock Market Downturns

Retirement Quick Tips with Ashley ·

2024/08/24

This week on the Retirement Quick Tips Podcast, I’m talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn. Today, I’m talking about finding opportunities in down markets.

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09:05

Staying Invested When Your Skin Is Crawling

Retirement Quick Tips with Ashley ·

2024/08/23

This week on the Retirement Quick Tips Podcast, I’m talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn.

en

05:06

Don’t Let The Election Year Distract You

Retirement Quick Tips with Ashley ·

2024/08/22

This week on the Retirement Quick Tips Podcast, I’m talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn. Today, I’m talking about the added curveball with the volatility this year, which is that it’s a presidential election year.

en

06:22

The Coming Recession

Retirement Quick Tips with Ashley ·

2024/08/21

This week on the Retirement Quick Tips Podcast, I’m talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn. Today, I’m talking about the coming recession.

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05:32

Is Market Volatility A Wakeup Call? It Should Be!

Retirement Quick Tips with Ashley ·

2024/08/20

This week on the Retirement Quick Tips Podcast, I’m talking about: Navigating the Storm: Strategies for Weathering a Stock Market Downturn.

en

1,120 results

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