PLAY PODCASTS
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 | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon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 | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon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 ยท Charisse Rivers

September 20, 202549m 0s

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:

  • 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?

Like this episode?  Hit that Follow button and never miss an episode! ๐Ÿ’ฌ 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

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