THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance
Retirement Coffee Talk · Charisse Rivers
January 31, 202625m 23s
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:
-
The fear of running out of money is widespread. We found the point when that fear nearly goes away.
-
Taxes, step up basis, taxable, tax deferred…inherited money comes with some homework.
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.
Topics
Charisse RiversZinnia WealthZinnia Wealth ManagementRetirement PlanningRetirement PlannerFinancial AdvisorRetirement PlanOcala FLTampa FLFloridaTax PlanningIncome PlanningHow Much Do I Need to RetireMagic Number in Retirement