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Showing episodes and shows of
Ashley Micciche
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Retirement Quick Tips with Ashley
Right Accounts in the Right Order - Prioritizing Your Savings as a Pre-Retiree in 2025
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. So this week, I’ll break down each step in the savings optimization ladder…what...
2025-06-02
04 min
Retirement Quick Tips with Ashley
The American Dream Now Costs Over $4 Million
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host, Ashley Micciche. Back in March, I came across a 2024 report from Investopedia that looked at all the things that define the American Dream - getting married, buying a house with that white picket fence, having kids, driving a nice, reliable car, owning pets, taking an annual vacation, saving enough for a comfortable retirement,and having a funeral where they don’t throw your body in a pine box (unless you’re into that minimal aesthetic). What does it all cost to...
2025-05-26
02 min
Retirement Quick Tips with Ashley
Answering Your Questions
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host, Ashley Micciche. So this week, I’m answering some of your questions - addressing everything from what to do when you get a big raise to figuring out the ideal age to start social security, to whether or not the ultra-safe stable value fund in your 401k is a good idea right now.
2025-05-19
02 min
Retirement Quick Tips with Ashley
How to Keep Your Focus (and Your Nerve) Amid Market Chaos
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host, Ashley Micciche. One of my favorite questions that I came across recently that I’ve started asking clients who are nervous about the current environment now is - what needs to happen for you to feel more in control right now? It’s important to ask the right questions and I find this question to be helpful because it gets to the heart of the issue for most people - you’re not in control of the events of the world...
2025-05-12
05 min
Retirement Quick Tips with Ashley
10 Stupid Things People Waste Money On
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we’re exploring the topic: 10 Stupid Things People Waste Money On
2025-05-05
05 min
Retirement Quick Tips with Ashley
Going For The Gold: A Smart Hedge or Bad Investment?
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped clients retire with confidence, and my goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we’re exploring the topic: Going For The Gold: A Smart Hedge or Ba...
2025-04-28
03 min
Retirement Quick Tips with Ashley
Too Good To Be True: How to Spot & Stop Financial Scams Before It’s Too Late
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we’re exploring the topic: Too Good To Be True: How to Spo...
2025-04-21
05 min
Retirement Quick Tips with Ashley
Navigating Markets in Turmoil
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve been helping clients retire with confidence, and my goal on this podcast is to help you do the same. Together we’ll simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week we’re expl...
2025-04-14
03 min
Retirement Quick Tips with Ashley
40 Life Lessons In 40 Years
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped my clients retire with confidence, and my goal on this podcast is to help you simplify the complexities of retirement so you can focus on what truly matters— living a fulfilling retirement while maintaining financial security. I just turned 40 last week. I still don’t know how I feel abo...
2025-03-31
03 min
Retirement Quick Tips with Ashley
Stocks Just Entered Correction Territory - What's Your Next Move?
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped my clients retire with confidence, and my goal on this podcast is to help you simplify the complexities of retirement so you can focus on what truly matters— living a fulfilling retirement while maintaining financial security. I’m turning 40 this week. And I was planning to share with you 4...
2025-03-24
04 min
Retirement Quick Tips with Ashley
Spring Break 2025
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. This week I’m taking a break to catch up from my recent tri...
2025-03-17
09 min
Retirement Quick Tips with Ashley
Trump's Tariff Turbulence
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years while maintaining financial security. I was originally planning to talk about financial scams this week and how to s...
2025-03-10
02 min
Retirement Quick Tips with Ashley
Longevity Risk - Will Your Money Last?
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche. I’m a financial advisor and co-owner of True North Retirement Advisors, a fee-only fiduciary financial advisory practice managing over $425M in assets. For 17 years, I’ve helped hundreds retire with confidence. My goal on this podcast is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years to the fullest. This week we’re exploring the topic: Longevity risk - will your money last in re...
2025-03-03
03 min
Retirement Quick Tips with Ashley
Micciche Money Principles | Recap
It’s Sunday and I’m wrapping up the week by summarizing this week’s theme: Micciche Money Principles
2025-03-02
03 min
Retirement Quick Tips with Ashley
Tips For Creating Your Own Family’s Money Principles
This week on the Retirement Quick Tips Podcast, I’m talking the Micciche Money Principles. A framework I created back in 2019 to help guide the financial decisions our family makes - both big and small. Today, I’m sharing with you some tips to help you create your own set of family money principles.
2025-03-01
05 min
Retirement Quick Tips with Ashley
Micciche Money Principles: Wealth & Estate Transfer
This week on the Retirement Quick Tips Podcast, I’m talking about the Micciche Money Principles. A framework I created back in 2019 to help guide the financial decisions our family makes - both big and small. Today, I’m talking about money principles related to wealth and estate transfer.
2025-02-28
05 min
Retirement Quick Tips with Ashley
Micciche Money Principles: Teaching
This week on the Retirement Quick Tips Podcast, I’m talking about the Micciche Money Principles. A framework I created back in 2019 to help guide the financial decisions our family makes - both big and small. Today, I’m talking about teaching money principles to your kids/grandkids…
2025-02-27
07 min
Retirement Quick Tips with Ashley
Micciche Money Principles: Giving
This week on the Retirement Quick Tips Podcast, I’m talking about the Micciche Money Principles. A framework I created back in 2019 to help guide the financial decisions our family makes - both big and small. Today, I’m talking about giving principles…
2025-02-26
05 min
Retirement Quick Tips with Ashley
Micciche Money Principles: Lifestyle, Income & Work
This week on the Retirement Quick Tips Podcast, I’m talking about the Micciche Money Principles. A framework I created back in 2019 to help guide the financial decisions our family makes - both big and small. Today, I’m talking about lifestyle money principles.
2025-02-25
07 min
Retirement Quick Tips with Ashley
Micciche Money Principles
Welcome to a new week here on the Retirement Quick Tips podcast! I’m your host and guide, Ashley Micciche & my goal is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years to the fullest. I’m a financial advisor and the co-owner of True North Retirement Advisors, a fee-only, fiduciary financial advisory practice managing over $425 million in assets. Over the last 17 years, I’ve helped hundreds of clients save, invest, plan for, and transition into retirement with confidence, and I want to help YOU do the same.
2025-02-24
06 min
Retirement Quick Tips with Ashley
How to Minimize Stock Market Risk (Even if You’re a Beginner!)
Welcome to a new week here on the Retirement Quick Tips podcast! You’ve spent decades working hard to save enough for retirement—but are you truly ready to make the most of your retirement years? This podcast is aimed at helping you do exactly that - thrive in retirement! I’m your guide, Ashley Micciche & my goal is to simplify the complexities of retirement planning so you can focus on what truly matters—enjoying your retirement years to the fullest. I’m a financial advisor and the co-owner of True North Retirement Advisors, a fee-only...
2025-02-17
05 min
Retirement Quick Tips with Ashley
What Is Your Net Worth?
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: What Is Your Net Worth?
2025-02-10
06 min
Retirement Quick Tips with Ashley
How To Optimize Your HSA In 2025
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: How To Optimize Your HSA In 2025
2025-02-03
04 min
Retirement Quick Tips with Ashley
Talk To You Next Week!
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week I planned to discuss Optimizing Your HSA In 2025. But as I was finis...
2025-01-27
02 min
Retirement Quick Tips with Ashley
What I'm Reading In January 2025
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: What I'm Reading In January 2025
2025-01-20
04 min
Retirement Quick Tips with Ashley
2024 Economic & Market Commentary
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: 2024 Economic & Market Commentary
2025-01-13
02 min
Retirement Quick Tips with Ashley
5 Expensive Things I Bought Last Year That Were Worth The Splurge
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: 5 Expensive Things I Bought Last Year That Were Worth Th
2025-01-06
07 min
Retirement Quick Tips with Ashley
The Best of 2024: Most Popular Episodes
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $425 million in assets.I’ve been a financial advisor for 17 years, helping hundreds of clients along the way carve out their own unique roadmap to retirement. The theme this week on the podcast is: The Best of 2024
2024-12-16
03 min
Retirement Quick Tips with Ashley
Changes Coming To Your 401(k) In 2025
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: Changes Coming To Your 401(k) In 2025
2024-12-09
02 min
Retirement Quick Tips with Ashley
Your Money Personality & Why It Matters
Welcome to a new week here on the Retirement Quick Tips podcast! If you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help your path to and through retirement, I’m your guide, Ashley Micciche. I’ve been a financial advisor for 17 years, and I’ve helped hundreds of clients carve out their own unique roadmap to retirement. I’m the co-owner of True North Retirement Advisors, a fee-only financial advisory practice managing over $400 million in assets. This week’s theme is: Your money personality and why it matters.
2024-12-02
04 min
Retirement Quick Tips with Ashley
10 Money Tips From A 10 Year Old
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. Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I’m glad you’re here, making this podcast part of your daily routine, & spending a few minutes with me each day. This week’s theme is: 10 Money Tips From A 10 Year Old
2024-11-18
03 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy | Recap
It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast. The theme this week was:Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I really enjoyed talking with Sean and getting his perspective on year-end tax planning considerations for investors. The most important takeaway from this week is that it’s always important in the last few weeks of the year to take a look at your income and tax situation and decide if there is anything else you could or should be doing to help...
2024-11-17
10 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Maximizing Retirement Account Contributions & Inherited IRA Strategies
This week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean, talking about retirement accounts and some additional considerations if you have an Inherited IRA. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. ---------- >>> Subscrib...
2024-11-16
03 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Tax Loss & Gain Harvesting
This week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean - tax loss and gain harvesting. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. ---------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP...
2024-11-15
03 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - The Election Outcome & Roth Conversion Decisions
This week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean - a continuation of yesterday’s episode where we talk about why your Roth conversion decision might change based on expected tax policy, as well as Sean’s view of the future tax climate. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley...
2024-11-14
07 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Roth Conversions
This week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean, discussing Roth conversions. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. --------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>> Subscri...
2024-11-13
03 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Donor Advised Funds
This week on the podcast, I’m bringing you segments of a recent interview I did on year-end tax planning tips with Sean Mullaney. Here’s today’s interview segment with Sean, discussing donor advised funds. Disclaimer: The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Ashley Micciche and the Retirement Quick Tips with Ashley podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. --------- >>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP >>>...
2024-11-12
07 min
Retirement Quick Tips with Ashley
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy
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. This week’s theme is: Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy I’m recording live from FinCon 2024 in Atlanta this week, and I’m excited to have Sean share his expertise and insights about what you’ll want to consider to set yourself up for a strong position as we approach year-end 2024 deadlines. Sean Mull...
2024-11-11
04 min
Retirement Quick Tips with Ashley
Reflections On My No Spend October
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. Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I’m glad you’re here, making this podcast part of your daily routine, & spending a few minutes with me each day. This week’s theme is: Reflections on my No Spend October
2024-11-04
04 min
Retirement Quick Tips with Ashley
Register for November Office Hours on Thursday, 11/14!
Link to register for November’s Office Hours: https://bit.ly/40fsBr2 Welcome to 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 $400 million in client assets. This week I’m traveling for work - actually I’ll be in Atlanta, but by the time you hear this episode, I’ll be back home again. I do love Georgia - the last time I was in 2013 when I went to the Masters in Augusta with my dad. That was...
2024-10-28
05 min
Retirement Quick Tips with Ashley
Keep Calm & Vote On
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. Here on this podcast I help you plan, save, & invest wisely to live a fulfilling and financially secure retirement with brief, daily, actionable tips. I’m glad you’re here, making this podcast part of your daily routine, & spending a few minutes with me each day. This week’s theme is: Keep Calm & Vote On
2024-10-21
05 min
Retirement Quick Tips with Ashley
3rd Quarter 2024 Economic & Market Update
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: 3rd Quarter 2024 Economic & Market Update
2024-10-14
06 min
Retirement Quick Tips with Ashley
How Much Car Can You Afford In Retirement?
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: How Much Car Can You Afford In Retirement?
2024-10-07
06 min
Retirement Quick Tips with Ashley
The Worst Social Security Mistakes To Avoid
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: The Worst Social Security Mistakes To Avoid
2024-09-30
05 min
Retirement Quick Tips with Ashley
How Do I Stop Overspending?
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: How Do I Stop Overspending?
2024-09-16
05 min
Retirement Quick Tips with Ashley
Listener Questions - September 2024 Edition
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: Listener Questions - September 2024 Edition
2024-09-09
02 min
Retirement Quick Tips with Ashley
Best Investment Accounts For Grandchildren
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
2024-09-02
03 min
Retirement Quick Tips with Ashley
Fortify Your Data & Protect Yourself From Cyber Crime
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.
2024-08-26
04 min
Retirement Quick Tips with Ashley
Navigating the Storm: Strategies for Weathering a Stock Market Downturn
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: Navigating the Storm: Strategies for Weathering a Stock Market Downturn
2024-08-19
04 min
Retirement Quick Tips with Ashley
Top Regrets From Retirees And How To Avoid Them
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: Top Regrets From Retirees And How To Avoid Them
2024-08-12
03 min
Retirement Quick Tips with Ashley
What Your Money Means: And How to Use It Well by Frank Hanna
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: What Your Money Means: And How to Use It Well by Frank Hanna
2024-08-05
05 min
Retirement Quick Tips with Ashley
The Ultimate Guide To RMDs in 2024
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: The Ultimate Guide To RMDs in 2024
2024-07-29
04 min
Retirement Quick Tips with Ashley
Register for August Office Hours on Thursday, 8/22!
Link to register: https://bit.ly/3zDFaB9 Welcome to 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 $390 million in client assets. On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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 are in the...
2024-07-22
06 min
Retirement Quick Tips with Ashley
3 Biggest Mistakes People Make In Retirement with Jeremy Keil
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 $390 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: 3 Biggest Mistakes People Make In Retirement with Jeremy Keil
2024-07-15
03 min
Retirement Quick Tips with Ashley
Mid-Year 2024 Economic & Market Update
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 $390 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: Mid-Year 2024 Economic & Market Update
2024-07-08
04 min
Retirement Quick Tips with Ashley
5 Reasons To Retire As Early As You Can
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 $390 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: 5 Reasons To Retire As Early As You Can
2024-07-01
03 min
Retirement Quick Tips with Ashley
Are The New Bitcoin ETFs A Good Investment?
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 $390 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: Are The New Bitcoin ETFs A Good Investment?
2024-06-24
04 min
Retirement Quick Tips with Ashley
Home Updates That Actually Add Value
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 $390 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: Home Updates That Actually Add Value
2024-06-17
05 min
Retirement Quick Tips with Ashley
What I'm Reading - Summer 2024
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 $390 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: What I'm Reading - Summer 2024
2024-06-10
05 min
Retirement Quick Tips with Ashley
Are The Days of Ultra Low Interest Rates Gone For Good?
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 $390 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: Are The Days of Ultra Low Interest Rates Gone For Good?
2024-06-03
03 min
Retirement Quick Tips with Ashley
Listener Questions...Answered!
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 $390 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: Listener questions, answered!
2024-05-27
02 min
Retirement Quick Tips with Ashley
3 Numbers You Must Know To Retire With Confidence with Jason Parker
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 $350 million in client assets. This week on the podcast, I’m excited to have Jason Parker join us to share his insights on the 3 numbers you must know to retire with confidence. Jason Parker, RICP® is the best-selling author of Sound Retirement Planning, Retirement Calculator and the host of Sound Retirement Radio, a popular podcast with more than 1 million downloads. He has been seen as a frequ...
2024-05-20
04 min
Retirement Quick Tips with Ashley
Anatomy of a Perfect Credit Score
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-05-13
03 min
Retirement Quick Tips with Ashley
Pick My Brain - May Office Hours
Welcome to 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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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 are in the right place! This week, I’m doing...
2024-05-06
04 min
Retirement Quick Tips with Ashley
5 Ways To Spring Clean Your Portfolio & Your Retirement Plan
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-04-29
03 min
Retirement Quick Tips with Ashley
Don't Squander A Large Windfall
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-04-22
04 min
Retirement Quick Tips with Ashley
How To Ask For It Cheaper
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-04-15
03 min
Retirement Quick Tips with Ashley
7 Habits to a 7-Figure Nest Egg
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-04-08
05 min
Retirement Quick Tips with Ashley
1st Quarter 2024 Market & Economic Update
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-04-01
01 min
Retirement Quick Tips with Ashley
Retirement Planning When You're Single
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-03-25
02 min
Retirement Quick Tips with Ashley
A Guide To Retirement Planning In Your 60s
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-03-18
02 min
Retirement Quick Tips with Ashley
A Guide To Retirement Planning In Your 50s
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-03-11
03 min
Retirement Quick Tips with Ashley
Spending Money To Maximize Happiness
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-03-04
06 min
Retirement Quick Tips with Ashley
How To Run Out of Money In Retirement
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-02-26
03 min
Retirement Quick Tips with Ashley
What I’m Reading
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-02-19
02 min
Retirement Quick Tips with Ashley
Tips To Increase Your Social Security Benefits
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-02-12
03 min
Retirement Quick Tips with Ashley
Emotions of Money with Brian Timm | Recap
Hello and welcome back to the retirement quick tips podcast. I'm your guest host Brian Timm filling in for Ashley. This week's theme was the emotions of money and how to overcome common emotional barriers that impact making good financial decisions. This week we discussed how fear, apathy, pride, and overconfidence can hinder our financial decision-making process, while also sharing the value of working with a trusted thought partner.
2024-02-11
02 min
Retirement Quick Tips with Ashley
Emotions of Money: Peace of Mind (with Brian Timm)
Hello and welcome back to the retirement quick tips podcast. I'm your guest host Brian Timm filling in for Ashley. This week's theme is the emotions of money. In today's episode we are talking about the importance of peace of mind regarding your finances and working with a trusted financial advisor can be beneficial. In this episode, we’ll explore how working with a financial advisor can help you achieve financial peace of mind and how to find a trusted advisor.
2024-02-10
02 min
Retirement Quick Tips with Ashley
Emotions of Money: Overconfidence (with Brian Timm)
Hello and welcome back to the retirement quick tips podcast. I'm your guest host Brian Timm filling in for Ashley. This week's theme is the emotions of money. Today we are discussing how overconfidence can get in the way of making good financial decisions, lead us to make poor financial choices, and how we can overcome it.
2024-02-09
01 min
Retirement Quick Tips with Ashley
Emotions of Money: Pride (with Brian Timm)
Hello and welcome back to the retirement quick tips podcast. I'm your guest host Brian Timm filling in for Ashley. This week's theme is the emotions of money. In this episode, we’ll explore how pride can lead us to make poor financial choices and how we can overcome it.
2024-02-08
01 min
Retirement Quick Tips with Ashley
Emotions of Money: Apathy (with Brian Timm)
Hello and welcome back to the retirement quick tips podcast. I'm your guest host Brian Timm filling in for Ashley. This week's theme is the emotions of money and today we’re going to talk about apathy, and it's impact on financial decisions.
2024-02-07
01 min
Retirement Quick Tips with Ashley
Emotions of Money: Fear (with Brian Timm)
Hello and welcome back to the retirement quick tips podcast. I'm your guest host Brian Timm filling in for Ashley Micchice. This week's theme is the emotions of money and today we’re going to talk about how fear can prevent people from seeking financial help.
2024-02-06
01 min
Retirement Quick Tips with Ashley
Emotions of Money with Brian Timm
Hello and welcome to the retirement quick tips podcast. I'm your guest host Brian Timm filling in this week for Ashley Micciche. This week's theme is the emotions of money and the impact it can have on your finances and financial decisions.
2024-02-05
01 min
Retirement Quick Tips with Ashley
How To Pick The Best Pension Option
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-01-29
02 min
Retirement Quick Tips with Ashley
Designing A Retirement Spending Strategy
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-01-22
02 min
Retirement Quick Tips with Ashley
Answering Your Listener Questions
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-01-15
02 min
Retirement Quick Tips with Ashley
Have You Outgrown Your Estate Plan?
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-01-08
04 min
Retirement Quick Tips with Ashley
How I'm Investing $350 Million In 2024
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2024-01-01
02 min
Retirement Quick Tips with Ashley
Merry Christmas (& Free Giveaway!)
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, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so if you’re 5-10 years on either side of retirement, and looking for some daily quick tips to help you on your retirement journe...
2023-12-25
01 min
Retirement Quick Tips with Ashley
Tax Harvesting: A Guide To Reduce Your Tax Bill
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 $340 million in client assets. On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2023-12-18
03 min
Retirement Quick Tips with Ashley
Buy Long Term Care Insurance or Self Insure?
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 $340 million in client assets. On this podcast, I cover everything from investing to debt, social security,saving for retirement, spending and retirement lifestyle, healthcare and taxes in retirement in just a few minutes each day, so 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, stick around this week as I talk...
2023-12-11
05 min
Systems Simplified
Step-by-Step Exit Strategies for Business Owners with Ashley Micciche
Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing over $300 million in client assets. She specializes in designing, building, and implementing custom exit plans to help business owners effectively exit their businesses and retire with financial security. Ashley is on a mission to successfully transition 300 small business owners into retirement in the next 10 years. She also hosts the One Minute Retirement Tip podcast and runs True North Retirement Advisors' YouTube channel. In this episode: Are you a business owner looking to exit your business and successfully retire in...
2021-08-04
27 min
Business Growth
Build a Solid Exit Strategy for your Business with Ashley Micciche
Spencer talks with Ashley Micciche, the CEO of True North Retirement Advisors. They discuss business, finance, and some of the essentials that will help you out in your business. Ashley is an outstanding, brilliant business thinker and business mind. Episode Highlights How Ashley explains what her company does All types of clients Every business is unique Metrics that determine business value The two main drivers of value Not having document processes or procedures Making your business more valuable The valuation of a business As your revenue grows, your business grows The most successful businesses that...
2021-05-17
37 min
The $100 MBA Show
MBA1418 Guest Teacher: Ashley Micciche – How To Value Your Business in 30 Minutes For Free
What’s your business worth? Even if you’re nowhere near selling your business, it’s important to know. And thanks to today’s special guest teacher, it doesn’t take long to find out. Ashley Micciche is the CEO of True North, a retirement advising firm. This means she takes the long view — helping business owners keep their eye on the endgame. Like any long-term goal, selling your business isn’t something you only start thinking about when the time comes. Today, Micciche is here to help you pinpoint exactly where you are in the jou...
2019-12-16
18 min
The Jerry Brazie Podcast
Planning Your Exit Strategy from the Start With Ashley Micciche
In this episode, we have another special guest, Ashley Micciche. Ashley is the CEO of True North Retirement Advisors, an independent financial advisory firm managing $230 million in client assets, and located just outside of Portland, Oregon. Ashley shares some great insight into business owners, retirement, exiting your business and planning for the future. Ashley specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision – the exit from their business. She is on a mission to transition 300 small business owners successfully into retirement in the n...
2019-11-05
1h 00
Denise Griffitts - Your Partner In Success™ Radio!
Ashley Micciche - Retirement Plans for Solopreneurs
Ashley Micciche shares the super-secret that no one knows about to save six figures in retirement... and get a tax deduction for it! Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing $230 million in client assets, and located just outside of Portland, Oregon. Ashley specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision – the exit from their business. She is on a mission to help 300 small business owners transition successfully into retirement in the next 10 years. ...
2019-09-20
1h 02
Denise Griffitts - Your Partner In Success™ Radio!
Ashley Micciche: Get Unstuck: 3 Universal Steps To Exit Your Business
Ashley Micciche: Get Unstuck: 3 Universal Steps To Exit Your Business With Financial Security Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing $230 million in client assets, and located just outside of Portland, Oregon. Ashley specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision – the exit from their business. She is on a mission to help 300 small business owners transition successfully into retirement in the next 10 years. In this episode of Your Partner In Success Rad...
2019-06-14
57 min
Women Conquer Business
Valuable Tips to Plan Your Business Exit Strategy with Ashley Micciche
We place so much importance (and focus) on starting a business, and then keeping it running. My guest today, Ashley Micciche, will tell you it’s never too early to build value in your company with an eye on planning your business exit.Summary: Business Exit StrategyWe place so much importance (and focus) on starting a business, and then keeping it running.Ashley Micciche will tell you it’s never too early to build value in your company with an eye on planning your business exit.Words of WisdomBegi...
2019-05-13
50 min
Women Conquer Business
It's Never too Early to Plan Your Business Exit with Ashley Micciche
We place so much importance (and focus) on starting a business, and then keeping it running. My guest today, Ashley Micciche, will tell you it's never to early to build value in your company with an eye on planning your business exit. Get exclusive videos, full-length interviews and other bonuses. Sign up today! Go to jenmcfarland.com/club to get more information. (BTW, it's only $3/mo. - less than a latte, and way more value!) About Ashley Micciche Ashley Micciche is the CEO of True North Retirement Advisors, an...
2019-05-13
00 min
Healthy Wealthy & Smart
Ashley Micciche: Business Succession, Do you have a Plan?
Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing $230 million in client assets, and located just outside of Portland, Oregon. Ashley specializes in helping small business owners exit their business & retire with financial security by crafting and implementing a custom-designed exit plan. Whether you’re looking to retire in the next few years or you’re on draft one of your business plan, you should plan for the end in mind. Ashley is going to walk us through the 3 universal, must-do steps to help you get what your business is wort...
2019-01-28
39 min