Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement.
If you need help with your 401(k), IRA, and other retirement accounts then Marsha on Money is the show for you. If you have questions about risk, investing for retirement, annuities, social security, taxes, inflation, and any other important money topic then don’t miss a single episode. Marsha will be discussing these topics and more to help Baby Boomers and future generations better prepare for an uncertain financial future.
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Ep 10: Can’t Get No Satisfaction… Or Can You?
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
Ep 9: Going Against Grain
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Ep 8: How Procrastination Dooms Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them.
Ep 7: Traditional Vs Roth
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you…
Ep 6: Retirement Pop Quiz
Let's play along with a multiple choice retirement quiz. See how you fair and listen as Marsha breaks down some of the answers.
Ep 5: What To Do As You Count Down The Days To Retirement
We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From focusing on your health to thinking about a post-retirement career, which of these should you get started on?