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Marsha on Money: Financial and Retirement Planning with Marsha Harris

Marsha on Money: Financial and Retirement Planning with Marsha Harris

Marsha Harris

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. She's the kind of advisor you can feel good about sending mom to...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. Call Marsha Harris if you have any questions at 260-338-2379 or go online to https://unifiedwealthplanning.com/ to find out more information!
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Top 10 Marsha on Money: Financial and Retirement Planning with Marsha Harris Episodes

Goodpods has curated a list of the 10 best Marsha on Money: Financial and Retirement Planning with Marsha Harris episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Marsha on Money: Financial and Retirement Planning with Marsha Harris for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Marsha on Money: Financial and Retirement Planning with Marsha Harris episode by adding your comments to the episode page.

Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 4: Tax Planning for Retirement

Ep 4: Tax Planning for Retirement

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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06/09/22 • 19 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 11: Mailbag - Using Social Security To Pay Off The House

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

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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10/06/22 • 22 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 5: What To Do As You Count Down The Days To Retirement

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

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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06/16/22 • 21 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 3: Income Planning

Ep 3: Income Planning

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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05/26/22 • 21 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.net/

bookmark
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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 10: Can’t Get No Satisfaction... Or Can You?

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

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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09/22/22 • 17 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 9: Going Against Grain

Ep 9: Going Against Grain

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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08/25/22 • 28 min

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.
CONTACT
Website: https://unifiedwealthplanning.com/
Phone: 260-338-2379
Email: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

bookmark
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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 8: How Procrastination Dooms Your Financial Future

Ep 8: How Procrastination Dooms Your Financial Future

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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08/11/22 • 22 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

bookmark
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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 7: Traditional Vs Roth

Ep 7: Traditional Vs Roth

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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07/21/22 • 20 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

bookmark
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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 6: Retirement Pop Quiz

Ep 6: Retirement Pop Quiz

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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07/07/22 • 22 min

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: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.n

bookmark
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Marsha on Money: Financial and Retirement Planning with Marsha Harris - Ep 2: The Secret To Retirement Success

Ep 2: The Secret To Retirement Success

Marsha on Money: Financial and Retirement Planning with Marsha Harris

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05/19/22 • 23 min

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
Email: [email protected]
Location: Fort Wayne, Indiana
Click the following link to get your no-cost Tax Free Retirement Toolkit!
https://hza007oh.pages.infusionsoft.net/

bookmark
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FAQ

How many episodes does Marsha on Money: Financial and Retirement Planning with Marsha Harris have?

Marsha on Money: Financial and Retirement Planning with Marsha Harris currently has 11 episodes available.

What topics does Marsha on Money: Financial and Retirement Planning with Marsha Harris cover?

The podcast is about News, Financial Planning, Retirement, Investing, Business News, Money, Podcasts, Business and Indiana.

What is the most popular episode on Marsha on Money: Financial and Retirement Planning with Marsha Harris?

The episode title 'Ep 11: Mailbag - Using Social Security To Pay Off The House' is the most popular.

What is the average episode length on Marsha on Money: Financial and Retirement Planning with Marsha Harris?

The average episode length on Marsha on Money: Financial and Retirement Planning with Marsha Harris is 21 minutes.

How often are episodes of Marsha on Money: Financial and Retirement Planning with Marsha Harris released?

Episodes of Marsha on Money: Financial and Retirement Planning with Marsha Harris are typically released every 14 days.

When was the first episode of Marsha on Money: Financial and Retirement Planning with Marsha Harris?

The first episode of Marsha on Money: Financial and Retirement Planning with Marsha Harris was released on May 16, 2022.

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