PLAY PODCASTS
A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement

A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement

Retirement Coffee Talk · Charisse Rivers

November 15, 202551m 6s

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:

  • Unspent money = unrealized memories.
  • Most of us go right along with Uncle Sam’s plan for your IRA. Why?
  • What to do with your biggest retirement asset.

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

Charisse RiversZinnia Wealth ManagementRetirement PlanningRetirement PlannerFinancial AdvisorRetirement PlanOcala FLTampa FLFlorida401(k)Tax PlanningSpending PlanIRA