Beste Marsha Harris Podcasts (2024)

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Ep 11: Mailbag - Using Social Security To Pay Off The House 22:08

2y ago22:08

22:08

On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: mars…

1
Ep 10: Can’t Get No Satisfaction... Or Can You? 17:27

2y ago17:27

17:27

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. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedw…

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Ep 9: Going Against Grain 28:29

2y ago28:29

28:29

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…

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Ep 8: How Procrastination Dooms Your Financial Future 22:11

2+ y ago22:11

22:11

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. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click …

1
Ep 7: Traditional Vs Roth 20:02

2+ y ago20:02

20:02

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… CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your …

1
Ep 6: Retirement Pop Quiz 22:04

2+ y ago22:04

22:04

Let's play along with a multiple choice retirement quiz. See how you fare and listen as Marsha breaks down some of the answers. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https:…

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Ep 5: What To Do As You Count Down The Days To Retirement 21:30

2+ y ago21:30

21:30

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? CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indian…

1
Ep 4: Tax Planning for Retirement 19:01

2+ y ago19:01

19:01

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. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indian…

1
Ep 3: Income Planning 21:19

2+ y ago21:19

21:19

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. Does Marsha agree? CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pag…

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Ep 2: The Secret To Retirement Success 23:43

2+ y ago23:43

23:43

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. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 E…

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Ep 1: Get To Know Marsha Harris & The Marsha On Money Podcast 16:49

2+ y ago16:49

16:49

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. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-23…

Podcasts, die es wert sind, gehört zu werden

Marsha Harris Podcasts

Podcasts, die es wert sind, gehört zu werden

1
Marsha on Money: Financial and Retirement Planning with Marsha Harris

Marsha Harris

1
Ep 11: Mailbag - Using Social Security To Pay Off The House 22:08

1
Ep 10: Can’t Get No Satisfaction... Or Can You? 17:27

1
Ep 9: Going Against Grain 28:29

1
Ep 8: How Procrastination Dooms Your Financial Future 22:11

1
Ep 7: Traditional Vs Roth 20:02

1
Ep 6: Retirement Pop Quiz 22:04

1
Ep 5: What To Do As You Count Down The Days To Retirement 21:30

1
Ep 4: Tax Planning for Retirement 19:01

1
Ep 3: Income Planning 21:19

1
Ep 2: The Secret To Retirement Success 23:43

1
Ep 1: Get To Know Marsha Harris & The Marsha On Money Podcast 16:49

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