Retirement Coffee Talk
482 episodes — Page 4 of 10
Is the Advice from Financial Celebrities Worth Anything?
On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use? 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.
6 Reasons People Avoid Financial Advisors
Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on? 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.
Is the Stock Market Getting Too Risky? | Is Now the Time to Reevaluate Your Portfolio? | Could You Really Get 1.5 Million in Social Security? | When is the Best Time for an IRA-to-Roth Conversion?
On this week's show: Is this a time to dial back your retirement account risk level? What is the average Social Security check? Three times when a IRA-to-Roth Conversion makes sense. 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.
Why are People Delaying Retirement? | RMDs: What You Need to Know | Now Might Be the Time for a Roth Conversion
On this week's episode: Do you have “one more year” syndrome? Everything you need to know about Required Minimum Distributions An IRA-to-Roth Conversion may help you save big in retirement taxes. 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.
Is Your Health Putting Your Retirement at Risk? - Part 2
Physician Assistant Rob Main joins us for the second part of our talk about health concerns in retirement including diabetes, weight loss, Ozempic and the new use of AI in healthcare. 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! Learn more about Rob Main of Rob Main Health & WellnessSee omnystudio.com/listener for privacy information.
Something New in 401(k)s That Some Like, But Others Don't | Don't Be Bad Santa When Giving Money to Your Kids | The Top 3 Reasons People Don't Spend Money in Retirement
On this episode: Pros and cons of target date funds. The implications of inheriting IRAs. The importance of being prepared for market volatility. Overcoming hesitations about retirement spending. 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.
Is Your Health Putting Your Retirement at Risk? - Part 1
Are you aware of how your health can impact your retirement finances? Charisse Rivers explores the crucial connection between managing health and protecting wealth, as she chats with Rob Main of Rob Main Health and Wellness. Charisse & Rob delve into the benefits of concierge and direct primary care services, emphasizing their role in ensuring timely and comprehensive medical care. By addressing health issues early, these services can help prevent costly medical emergencies, ultimately safeguarding your financial well-being. 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! Learn more about Rob Main of Rob Main Health & WellnessSee omnystudio.com/listener for privacy information.
The Number One Question People are Asking About Their 401(k)
You may have heard your 401(k) can become a “Tax Time Bomb” in retirement. How can you avoid it? 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.
Has your 401(k) accidently become a “Tech Fund?” | Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan
On this week's show: The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks? Preparing your 401(k) for retirement. Are bonds back in favor? Selling your business to fund your retirement. 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.
How much will an IRA-to-Roth Conversion save you?
Pay the taxes now or pay the taxes later. What makes sense for your IRA and 401(k)? 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.
What can gift cards teach us about retirement? | When your CD comes due, what’s next for your money? | One advisor who says 100% risk before AND IN retirement
On this week's show: Those unused gift cards in your wallet or purse have something in common with your retirement portfolio. There are 7 Trillion dollars in CDs and Money Markets. Where should you put your money now? Everyone says lower your stock market risk in retirement. We found one advisor that completely disagrees. Is he crazy? 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.
When is the worst time to see a financial advisor?
Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial advisor? 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.
Should a change in President have you worried about the Market? | Don't have a pension? Can you create your own? | The Top 8 things you can do to get ready for retirement | Many people are wrong about how social security works | What does ice cream have to do with retirement planning?
On this week's show: As Inauguration Day approaches, what does history show us about the market after a new president is elected? Developing your own personal pension. 8 things to check off your list before retirement. A survey shows that many people have a misconception about Social Security benefits. 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.
Is it Possible to Save Too Much in Your 401(k)?
There may come a time near retirement where you should switch from your employer 401(k) to something else. When and why? 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.
Never walk out the door without THIS from your financial advisor
A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: What happens when you ask Charisse for a second opinion on your current financial plan? 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.
The Top 5 Things People Miss When They Do Their Own Retirement Planning
Retirement planning is more than just investments. Do you have the knowledge to deal with taxes, Medicare, and Social Security? We’ll discuss the big 5 that people miss. 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.
Where do you put your retirement money in 2025? | The #1 reason people sought out a financial advisor in 2024 | If you try to DIY your retirement, here are the top 5 things people usually miss
On this week's show: Should the change in interest rates, the economy and the White House have you changing your retirement strategy? Is moving money from an IRA to a Roth a good idea for your retirement? The Top 5 Things people neglect if they try to do retirement planning alone. 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.
Interview with Marion County Fire and Rescue Chief James Banta
Charisse Rivers helps people everyday protect their money for retirement. She also has an interest in the people who are protecting our way of life in Marion County. Today she highlights Marion County Fire and Rescue Chief James Banta. 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.
Interview with Ocala Police Chief Mike Balken
Charisse Rivers helps people build a better life with retirement planning. She also has a vested interest in making life better in Ocala. Today she highlights the efforts of Ocala Police Chief Mike Balken. 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.
What’s more important in retirement, protection, or growth?
Going through a 20-year retirement without growing your money would be difficult. But losing the money in a market crash could be devastating. Protection or growth: How do you choose? 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.
Finding the Right Balance Between Protection and Growth in Retirement | Is cash still king? | Should you jump in on the Trump Bump?
On this week's show: Where is your priority with your retirement money? Protection or growth? How much cash should you have on the sidelines? There is a lot of optimism about the stock market in 2025. Should you invest in it? 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.
How much do you need to save to have a $100k-a-year retirement?
It’s common for people to have a target of $1 million saved, and a $100k-a-year spend in retirement. How much do you need to make that happen? 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.
Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret | How to protect your retirement from Uncle Sam | How much do you need to generate 100k a year in retirement?
On this week's show: We figured out why the media says we need MILLIONS to retire comfortably. There is a plan to push back when you can get your Social Security benefits. Do you have “one more year” syndrome? The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions. 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.
Do you know what your retirement paycheck is?
Knowing your retirement income is as important as knowing your income in your working years. Avoiding the scenario of being “scared to spend.” 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.
Predictions for 2025: Can you trust them? | Is the new option for your 401(k) a good move? | What is job #1 in retirement planning?
On this week's show: The predictions for 2025 are all over the map. You can now pay off bills with your 401(k) match. Should you? Don’t leave your financial advisor without THIS. 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.
Could you pass a test about Social Security?
Social Security could be over 50% of your retirement income. Do you know the ins and outs of how to claim? Do you know how to maximize your benefit? A lot of people who took the Social Security test, didn’t do very good. 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.
Death, taxes, and now FEES
The airline industry is making a killing on baggage and seat change fees. But they are rookies compared to the financial industry. Do you know how much you are paying? 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.
Selling a business before retirement?
If you plan to sell a business or a property to fund your retirement, Charisse can show you how to defer and spread out that tax bill so it doesn't make such an impact in the year that you sell. 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.
The Market is Up After the Election, But Should You Still Be Cautious? | Thanksgiving Traditions and Retirement Planning | A Tax Lesson from the Los Angeles Dodgers | 4 Things Republicans & Democrats Agree on Pertaining Retirement
On this week's show: We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious going into the new year? Will taxes on your Social Security be eliminated? And is that a good thing? Deferring Taxes: Lessons from Baseball Contracts The Tug of War: When to Retire Even Republicans and Democrats can agree there is a crisis in 4 areas of retirement. See omnystudio.com/listener for privacy information.
How to Protect Your Retirement from Uncle Sam
The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both. 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.
How will the results of the election affect your retirement? | Someone is not happy about the Great Wealth Transfer | How to protect your retirement from Uncle Sam
On this week's show: The implications of the recent election results on retirement planning, tax changes, and interest rates. What is the Great Wealth Transfer and why is your financial advisor not happy about it? The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions. Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to? 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.
The Top 8 Easy Things You Can Do to Get Ready for Retirement
Finding a financial advisor is probably the most important step in getting ready for retirement. We have a list of 8 things you can do before you find your advisor. 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.
What usually happens to the stock market after an election? | Workers want their pensions back. What if you don’t have one? | The Top 8 things you can do to get ready for retirement | Why should you choose an independent financial advisor?
On this week's show: Worried about the stock market after the election? Developing your own personal pension. 8 things to check off your list before retirement. The advantages of choosing an independent financial advisor. 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.
Interview: Marion County Sheriff Billy Woods
Charisse sits down with Sheriff Billy Woods to talk about the importance of the 1% and half penny sales tax referendum for public safety in Marion County and how this funding will support law enforcement, fire departments, and emergency services, while also addressing the need for improved infrastructure and school safety. 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.
Sheriff Billy Woods weighs in on the needs of Marion County | Charisse looks at the important retirement issues with a policy comparison of Trump and Harris
On this week's show: Why does Marion County need to make the current tax structure permanent? Charisse interviews Sheriff Billy Woods. How could your retirement be impacted by the election? Charisse does a side-by-side comparison of the candidates. 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.
Voting for Your Financial Future
Charisse Rivers discusses the implications of the upcoming election on retirement planning, focusing on key issues such as tax policies, social security, and corporate tax rates. She highlights the differing views of the presidential candidates on these topics and how they may affect retirees and pre-retirees. 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.
Interview with Michelle Stone, Marion Co. D-5 Commissioner | The Election and Your Retirement
On this week's show, Charisse Rivers takes a look at the election and it's potential future effects on your retirement as it relates to taxes, social security and Medicare. 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.
Interview with Kevin Sheilley: President and CEO of the Ocala Metro Chamber and Economic Partnership
As you get ready to head to the voting booth on election day, there is a reoccurring issue to continue funding vital community services in Marion County. Charisse and Kevin break down the needs and how to keep the funding going. 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.
Interview with Kevin Sheilley | How much do you need to generate 100k a year in retirement? | Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret.
On this week's show: We figured out why the media says we need MILLIONS to retire comfortably. There is a plan to push back when you can get your Social Security benefits. Do you have “one more year” syndrome? 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.
Interview with Ocala Mayor Ben Marciano
When you go to vote this year in Marion County, you will see an issue to help fund vital city and county services. What is it all about and why is it important to our future? 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.
Interview with Ocala Mayor Ben Marciano | How is planning for Ocala’s future like planning for your retirement future? | The Medicare Open Enrollment window is open. What do you need to know? | Another proposal to help Social Security. Will it work?
On this week's show: This year more people turn 65 than any other year in history. Turning 65 means filing for Medicare. What do you need to know? There is a proposal to push the Social Security ages back. This could mean you’d have to wait to get your full benefit. Could that change your retirement plan? 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.
The Power of Leadership in Personal and Financial Growth
In a special interview, Charisse sits down with Matt Walker of Maxwell Leadership to discuss the importance of personal growth, overcoming adversity, and the emotional aspects of financial management, emphasizing the significance of mentorship, leadership, and building connections to inspire and empower others in their personal and professional lives. 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! To find out more about John Maxwell and Maxwell Leadership, go to www.maxwellleadership.com. For details on Exchange, one of Maxwell Leadership's premiere events, hosted by John Maxwell, go to https://exchange.maxwellleadership.com. See omnystudio.com/listener for privacy information.
The Importance of Leadership in Personal Growth and Financial Success | What is Holistic Retirement Planning? | Navigating Tax Changes for Retirement | Is the 60-40 Portfolio Making a Comeback?
On this week's show: Charisse chats with Matt Walker of the Maxwell Leadership Foundation. The importance of a holistic approach to retirement planning. The Trump Tax Cuts expire at the end of 2025. Is your retirement plan ready? The 60-40 portfolio is regaining relevance due to the changing interest rates. 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.
Proof That You Don’t Need Over a Million Dollars to Retire
The financial media says you need 1.8 million to retire. How did they arrive at that figure? We can prove they are wrong. 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.
A Retirement Lesson from Eddie Murphy
Eddie Murphy told a great story on the Tonight Show about having “safe money.” Would it work for you? 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.
Five Things Older Retirees Regret About Retirement
When people in their 80s look back on retirement, what do they wish they had done differently? You might be shocked. 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.
The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson from Eddie Murphy & James Brown | When to Claim Social Security | The 401(k) Tax Bomb
On this week's show: Inflation is down to it's lowest level in 3 years and the Fed is cutting interest rates. But can we avoid recession and how does this all affect you and your retirement? James Brown once gave Eddie Murphy some interesting financial advice. The Social Security Dilemma: What goes into making the right decision on when to claim your benefits? Avoiding the 401k Withdrawal Trap 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.
It’s the biggest time of the year for Give4marion.org. What you need to know.
Whether it’s homeless pets, veterans, feeding the hungry, or something else, many of us have a passion to help our community. Give4marion.org can help and we can tell you how to get involved. 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.
Getting involved in our community with give4marion.org | Getting the help you need with your 401(k) | Retirement in Florida is getting more and more expensive | What if you need more income?
On this week's show: September 17-18 are big days in Marion County. Find out how you can connect with and help the charities you are passionate about. Who is going to help you get the most out of your 401(k) in retirement? The cost of living in Florida is way up. How do you handle these new costs if you are retired? 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.
Check Off These Important Retirement Points Before the End of the Year
Tax loss harvesting, charitable giving, RMDs and more. What should you be talking about with your financial advisor before December 31st? 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.