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

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

Sep 22nd, 2022 17m 27s

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 sa

Ep 9: Going Against Grain

Aug 25th, 2022 28m 29s

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

Ep 8: How Procrastination Dooms Your Financial Future

Aug 11th, 2022 22m 11s

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.CONTACTWebsite: https://unifiedwealthplanni

Ep 7: Traditional Vs Roth

Jul 21st, 2022 20m 2s

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…CONTACTWebsite: https://unifiedwealthplanning.com/Phone: 260-338-2379Email

Ep 6: Retirement Pop Quiz

Jul 7th, 2022 22m 4s

Let's play along with a multiple choice retirement quiz. See how you fare and listen as Marsha breaks down some of the answers.CONTACTWebsite: https://unifiedwealthplanning.com/Phone: 260-338-2379Email: [email protected]:

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

Jun 16th, 2022 21m 30s

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? CONTACTWebsite: https://unifiedweal

Ep 4: Tax Planning for Retirement

Jun 9th, 2022 19m 1s

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. CONTACTWebsite: https://unifiedwe

Ep 3: Income Planning

May 26th, 2022 21m 19s

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. Does Marsha agree?CONTACTWebsite: https://unifiedwealthplanning.com/Phone: 260-338-2379Email: [email protected]: Fort Wayne, I

Ep 2: The Secret To Retirement Success

May 19th, 2022 23m 43s

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

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

May 16th, 2022 16m 49s

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, bu

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