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 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?
Ep 4: Tax Planning for Retirement
Most people assume tax planning is only done in April, but tax planning for the long-term impact of taxes on your retirement is just as important. On today's episode, we'll explore tax planning for retirement.
Ep 3: Income Planning
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. Does Marsha agree?
Ep 2: The Secret To Retirement Success
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
Ep 1: Get To Know Marsha Harris & The Marsha On Money Podcast
How she got into the business. Her planning philosophy. What you'll get out of listening to this podcast. We'll cover those topics and more in this first edition of the Marsha on Money Podcast as we get to know more about Marsha as a person, business owner, and financial planner.