Dec 26, 2023
This week’s theme on the Retirement Quick Tips Podcast is: Merry Christmas
Today, I’m talking about the free giveaway for this week as my Christmas present to you…
Dec 25, 2023
Merry Christmas to you!
And 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, an independent financial advisory practice managing over $350 million in client assets.
On this podcast, I cover everything from investing to debt,...
Dec 24, 2023
It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. By the way, Merry Christmas Eve to you! Our family tradition on Christmas Eve is to make a birthday cake for Jesus that we enjoy on Christmas Day with our dinner to help remind us that Christmas is all about Jesus!
This week the...
Dec 23, 2023
This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting
Today, I’m talking about the last step in harvesting losses - reviewing the strategy and buying back if you choose to do that.
Dec 22, 2023
This week’s theme on the Retirement Quick Tips Podcast is: A guide to tax harvesting
Today, I’m talking about pulling the trigger on harvesting by selling positions that will help you save on taxes either by selling winners or losers depending on your situation and the existing gains or losses you already have.