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
Selling a home is often one of the largest financial transactions you’ll ever make, yet most people get it wrong in ways that cost time, money, and peace of mind.
Michelle Gessner shares six critical mistakes sellers make, from skipping repairs to pricing too high or too low, and how to avoid them.
She shares real st...
A massive new tax bill quietly passed on July 4th, spanning 900 pages and packed with changes that could impact retirees, families, and professionals across the country.
In this episode of Retire to a Life You Love®, Michelle Gessner breaks down what really matters so you don’t get lost in the weeds. From standard deduction increases to SALT cap changes, new se...
In this episode, Michelle Gessner, CFP®, welcomes attorney Lorie Burch for an important conversation on estate planning for LGBTQ+ families, especially in Texas. Lorie shares her personal experience with reciprocal IVF and the surprising legal reality that birth certificates alone don’t guarantee parental rights. They explore why second-parent adoption is essential and how shifting laws—like a possib...
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 Michelle touc...
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 is capturing the hearts of so many Americans considering overseas retirement. From...
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 better s...
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 prioritiz...
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.
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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 philoso...
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 Read more
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 individual taxation,...
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 you secure every dollar you deserve.
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, if used...
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 em...
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 financ...
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.
“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 the import...
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...
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 Cole shares what it’s like...
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 and ...
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