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Don’t Let Money Worries Steal Your Joy in Retirement

Don’t Let Money Worries Steal Your Joy in Retirement

Retirement Coffee Talk · Charisse Rivers

December 6, 202551m 5s

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Show Notes

On this episode:

  • The “Tiny Dings” that could become bigger financial problems.
  • A strange disconnect between financial advisors and their clients.
  • Don’t be generous but foolish with your inheritance.
  • Avoiding the “debt free” temptation.

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Topics

Charisse RiversZinnia Wealth ManagementRetirement PlanningRetirement PlannerFinancial AdvisorRetirement PlanOcala FLTampa FLRetirementInheritanceLegacy PlanningTax PlanningShould I Be Debt Free Before Retirement