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

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

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Important Tax Mistakes to Avoid {That CPAs Wish You Knew} (Ep.22)

Posted October 10, 202400:24:59

In this episode, Michelle Gessner sits down with Madison Ross, co-founder of Ross & Connor LLP, a CPA firm based in Fort Worth, Texas. Together,...

Will Social Security Run Out of Money and Optimizing Your Benefits (Ep. 21)

Posted September 12, 202400:25:19

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 Curtain: What You Need To Know About Annuities (Ep.20)

Posted August 8, 202400:30:41

Are annuities a smart addition to your retirement portfolio? 

Join Michelle as she breaks down different types of annuities—fixed, fixed index,...

Retirement Checklist: 6 Questions To Ask Yourself (Ep.19)

Posted July 11, 202400:34:03

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

On today’s show, Michelle Gessner, CFP® shares a checklist that includes six questions to...

Long-Term Disability Insurance: What You Don’t Know Can Hurt You (Ep.18)

Posted June 13, 202400:26:04

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

This episode reveals the common myths and misunderstandings...