
Marsha on Money: Financial and Retirement Planning with 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!
Podcasting since 2022 • 11 episodes
Marsha on Money: Financial and Retirement Planning with Marsha Harris
Latest Episodes
Ep 11: Mailbag - Using Social Security To Pay Off The House
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 ...
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Episode 11
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22:08

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 sa...
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Episode 10
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17:27

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 ...
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Episode 9
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28:29
