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

Welcome to Retire To A Life You Love® with Michelle Gessner, CFP® from Gessner Wealth Strategies. In this podcast we inspire executives, professionals, and business savvy women to better their finances and overcome the financial stresses of life. We do all of this by giving the advice you need to identify your goals, and the confidence to achieve them so you can Retire to a Life You Love®. Join us for this journey where Michelle draws from years of expertise and talks with today’s top business minds about their achievements, struggles, and lessons learned.

Episodes

Tips & Traps: What You Need To Know About Taxes (Ep. 29)

June 12, 2025 • 29 mins

Join Michelle Gessner, CFP®, for smart tax tips that can help you avoid costly mistakes and take advantage of smart planning opportunities. While taxes may not be everyone’s favorite topic, Michelle emphasizes that education is crucial to make the most of what the system offers, especially when it comes to retirement planning. Gain insight as …

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Retiring to a Life You Love in Portugal with Glenda Cole (Ep. 28)

May 8, 2025 • 30 mins

What if you could retire to a life that feels like a storybook dream? In this latest episode of Retire to a Life You Love®, Michelle Gessner, CFP®, reconnects with Glenda Cole who is living an idyllic retirement in Portugal. Known for her vibrant lifestyle in the Algarve region, Glenda shares insights into why Portugal …

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

April 10, 2025 • 26 mins

Join Michelle Gessner, CFP®, as she welcomes Lauren Morris, the client services extraordinaire at Gessner Wealth Strategies. Lauren shares her behind-the-scenes skills on simplifying the financial complexities that often perplex us. Whether it’s navigating the ins and outs of accessing funds, ensuring tax efficiency, managing paperwork with Schwab, and knowing what questions to ask, or …

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

March 13, 2025 • 27 mins

What do you do when life throws you a curveball, like an unexpected job layoff? Join Michelle Gessner, CFP®, on navigating the uncertainty of job loss and crafting a viable plan forward. Michelle shares her personal layoff experience post-9/11, and delves into ten essential action steps everyone should consider when faced with sudden unemployment. From …

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

January 16, 2025 • 32 mins

What are the right questions to ask when choosing a financial advisor? Knowing what to ask can differentiate between retiring comfortably and facing unexpected challenges. Join CERTIFIED FINANCIAL PLANNER™, Michelle Gessner to discover the critical questions you should ask when searching for a financial advisor – and the three questions you should ask yourself when …

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

December 12, 2024 • 37 mins

How do elections and rate changes affect your investment portfolio? Join Michelle for an engaging conversation with John Archbold and James Yahoudy, two members of the expert investment team supporting Gessner Wealth Strategies called Aptus Capital Advisors. Together, they explore the dynamic world of investments, unpacking Aptus’ unique investment philosophy and the potential impact of …

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

November 14, 2024 • 23 mins

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 during retirement? In this episode, Michelle Gessner, CERTIFIED FINANCIAL PLANNER™, dives into the nuances of how your Social Security benefits are taxed. She unravels the complexities and …

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

October 10, 2024 • 24 mins

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, they dive into why proactive tax planning and working with professionals is essential to avoid costly mistakes and optimize tax strategies. Madison, an expert in small business, real estate, and …

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

September 12, 2024 • 25 mins

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 Social Security debate—will it run out, or is it just a myth? Plus, Michelle shares essential strategies whether you’re married, divorced, or a surviving spouse, to help …

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

August 8, 2024 • 30 mins

Are annuities a smart addition to your retirement portfolio? Join Michelle as she breaks down different types of annuities—fixed, fixed index, and variable annuities—explaining how they can fit into a comprehensive financial plan. Understand the tax advantages and risks associated with each type, and learn why annuities might not be as bad as you think, …

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

July 11, 2024 • 34 mins

Are you ready for retirement? Let’s find out! On today’s show, Michelle Gessner, CFP® shares a checklist that includes six questions to ask and answer before you decide to hang up your career hat. With her co-host, Michelle discusses the necessity of professional help with investments, the decision to retain money in an employer’s retirement …

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

June 13, 2024 • 26 mins

Are you undervaluing the importance of long-term disability insurance in your financial plan? This episode reveals the common myths and misunderstandings that could cost you and your loved ones dearly. Michelle dives into why even retirees need to grasp the nuances of disability insurance policies and how overlooking the benefits could expose gaps in your …

Discovering Your Purpose in Retirement – Planning for Happiness in the Next Chapter of Your Life with Sue Mintz (Ep.17)

May 9, 2024 • 29 mins

While it’s widely acknowledged that retirement involves careful financial planning, its essence extends far beyond mere numbers – a facet often overlooked. Today, Sue Mintz, a certified retirement transition coach, unravels the intricacies of crafting a comprehensive retirement strategy that embraces the full spectrum of considerations. Sue highlights that retirement should be viewed as a …

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Turning Your Hobby Into a Paid Passion with Lee Rathbun (Ep.16)

April 11, 2024 • 27 mins

“Find a job you’ll love and you’ll never work a day in your life.”’ But how? Michelle Gessner is joined by special guest Lee Rathbun, a part-time sports official who shares his journey of turning his hobby into a paid gig. They explore the theme of “What are you going to do in retirement,” emphasizing …

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Medicare: A Comprehensive Guide with Joanne Giardini Russell (Ep.15)

March 14, 2024 • 31 mins

After the successful release of “Understanding Medicare: A Guide for Beginners,” Michelle was prompted to ask Joanne Giardini Russell back to the show to provide a deeper look into Medicare. Let’s gain further knowledge about how to make informed decisions regarding your healthcare and insurance options as Michelle and Joanne discuss: Recommendations to prepare for …

Retiring Abroad: How Glenda Cole is Living Her Storybook Life in Portugal (Ep.14)

February 8, 2024 • 32 mins

A lot of us spend time planning for our retirement from a financial perspective, which I will never tell you is a bad thing. However, how much thought have you given to HOW you will spend your retirement? Everyone deserves to Retire to a Life You Love®, and today’s guest has done just that! Glenda …

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Top Takeaways from 2023 (Ep.13)

January 11, 2024 • 33 mins

A new year provides opportunities for growth and self-improvement, and this extends to your finances too! But before we look too far ahead, let’s revisit a few 2023 episodes of Retire To A Life You Love® for the top takeaways that you can carry into the new year. Gain insight as Michelle highlights practical reminders …

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End-of-Year Tax Tips with Michelle Gessner, CFP® (Ep.12)

December 7, 2023 • 34 mins

As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle understands how confusing all of the rules, guidelines, and restrictions surrounding taxes can be. That is why she has dedicated this episode to helping you maximize your tax benefits before year-end. Join Michelle as she provides a few simple strategies, breaks down financial terms and jargon, and explains …

5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)

November 9, 2023 • 22 mins

In today’s world of relationships, if you are ignored, you’re being ‘ghosted.’ Basically, the person doing the ghosting has decided that they no longer care about you. Do you feel this way about your financial advisor? If they don’t regularly communicate, share market advice or insights, or return your calls, you are likely being ghosted. …

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The Importance of Personal Risk Management with Ryan Kaiser (Ep.10)

October 12, 2023 • 35 mins

If you go outside when it is raining, you take an umbrella to keep you from getting wet. When you ride in a car, you put on your seatbelt to keep you safe. But what do you do to safeguard your finances? Taking proper precautions for the safety of your assets and finances is just …

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

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Tips & Traps: What You Need To Know About Taxes (Ep. 29)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Retiring to a Life You Love in Portugal with Glenda Cole (Ep. 28)

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

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

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

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

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

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

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

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

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

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

Discovering Your Purpose in Retirement – Planning for Happiness in the Next Chapter of Your Life with Sue Mintz (Ep.17)

Turning Your Hobby Into a Paid Passion with Lee Rathbun (Ep.16)

Medicare: A Comprehensive Guide with Joanne Giardini Russell (Ep.15)

Retiring Abroad: How Glenda Cole is Living Her Storybook Life in Portugal (Ep.14)

Top Takeaways from 2023 (Ep.13)

End-of-Year Tax Tips with Michelle Gessner, CFP® (Ep.12)

5 Signs It’s Time To Fire Your Financial Advisor (Ep.11)

The Importance of Personal Risk Management with Ryan Kaiser (Ep.10)

Popular Podcasts

Tips & Traps: What You Need To Know About Taxes (Ep. 29)

Retiring to a Life You Love in Portugal with Glenda Cole (Ep. 28)