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Oreo Flavors Gone Wild: Would You Eat a Turkey Cookie? | Target Date Funds: The Risk You Didn’t See Coming | Can You Really Afford to Gift Your Kids $200,000? | Should You Pay Off Everything Before Retiring?

Oreo Flavors Gone Wild: Would You Eat a Turkey Cookie? | Target Date Funds: The Risk You Didn’t See Coming | Can You Really Afford to Gift Your Kids $200,000? | Should You Pay Off Everything Before Retiring?

Retirement Coffee Talk · Charisse Rivers

December 27, 202551m 55s

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Show Notes

On this episode:

  • What do turkey-flavored Oreos have in common with financial products that aren’t what they seem?

  • Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds.

  • Is generosity now a threat to your own retirement security? 

  • Is wiping out all your debt before retirement a smart move—or a costly mistake?

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Topics

target date fundsdebt managementrisk toleranceretirement income401k rolloverretirement mistakeswealth managementCharisse RiversZinnia WealthRetirement PlanningFinancial AdvisorRetirement PlanOcala FLTampa FLLegacy Planning