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

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

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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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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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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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 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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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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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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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, …

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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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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 …

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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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“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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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 …

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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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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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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 …

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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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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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Planning for your retirement is not black and white. It’s not cookie-cutter, or one-size-fits-all.  And because there is no universal template when it comes to retirement planning, it’s important that your plan is tailored to your lifestyle and how you envision your post-work life.  In this episode, Michelle provides ten strategies to help you avoid …

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Join Michelle Gessner, CFP ® as she chats with tax attorney and educator Sarah Brenner from Ed Slott and Company, LLC. With over 20 years of experience, Sarah has become a trusted resource for financial advisors and their clients across the nation. Listen as she shares her insights on how you can navigate through the …

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