PLAY PODCASTS
75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised

75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised

Retirement Coffee Talk · Charisse Rivers

June 21, 202551m 55s

Audio is streamed directly from the publisher (p.podderapp.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

On this episode:

  • What are the biggest advantages of using a financial advisor?
  • The Roth is one of the best retirement planning vehicles. What if they change it?
  • How long will your money last with a conservative approach?

Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

See omnystudio.com/listener for privacy information.

Topics

retirement planningfinancial advisorsIRA to Roth conversiontax planningretirement advicefinancial consultationretirement strategiesMedicarelong-term careportfolio analysisincome strategymarket recovery