Retire To A Life You Love® with Michelle Gessner, CFP®

Recent Episodes

Client Concierge and Paperwork Queen: How Lauren Morris Makes Your Life Easier at Gessner Wealth Strategies (Ep. 27)

Posted April 10, 2025 • 00:26:44

Join Michelle Gessner, CFP®, as she welcomes Lauren Morris, the client services extraordinaire at Gessner Wealth Strategies. Lauren shares her behind-the-scenes...

You Got Laid Off – Now What? 10 Important Steps to Take (Ep. 26)

Posted March 13, 2025 • 00:27:10

What do you do when life throws you a curveball, like an unexpected job layoff?

Join Michelle Gessner, CFP®, on navigating the uncertainty of...

How To Find the Right Financial Advisor (Ep.25)

Posted January 16, 2025 • 00:32:22

What are the right questions to ask when choosing a financial advisor?

Knowing what to ask can differentiate between retiring comfortably and...

Holding More Stocks and Less Bonds: Commentary from our Expert Investment Team (Ep. 24)

Posted December 12, 2024 • 00:37:36

How do elections and rate changes affect your investment portfolio?

Join Michelle for an engaging conversation with John Archbold and James Yahoudy,...

How Are My Social Security Benefits Taxed? (Ep. 23)

Posted November 14, 2024 • 00:23:28

How much of your Social Security Benefits do you keep after taxes? How can you better plan your taxes to reduce the amount taken from your Social Security...