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Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon

Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon

Retirement Coffee Talk · Charisse Rivers

September 20, 202549m 0s

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Show Notes

On this episode:

  • You may have saved well and feel ready to retire. Are you missing something?
  • Some longtime retirement rules that you can trash.
  • IPOs, Bitcoin, and Private Equity may start showing up in your 401(k). Should you be a buyer or a seller?

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Topics

Zinnia WealthCharisse Rivers401(k)BitcoinIPOsPrivate Equity4% Rule4 Percent RulePaying off MortageRetirement SpendingRetirement PlanningFinancial AdvisorTax PlanningSocial Security