Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Between People Who Are Preparing for Retirement and Those in Retirement | The Mistake Over 30% of Retirees Make
Retirement Coffee Talk · Charisse Rivers
March 7, 202648m 32s
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Show Notes
On this episode:
- Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle.
- Markets rise, markets fall — but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy.
- Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable.
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Topics
Charisse RiversZinnia WealthZinnia Wealth ManagementRetirement PlanningRetirement PlannerFinancial AdvisorRetirement PlanFloridaRMDsincome sourcessavingsretirement confidenceemotional aspectsmarket volatilitytax planning