
What Are the Chances the Market Will Be Up 4 Years in a Row? | Red Flags to Watch Out for When Choosing an Advisor | Interview with Karen and Shannon Cobbs of Grandview Clydesdales
Retirement Coffee Talk ยท Charisse Rivers
January 3, 202651m 24s
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Show Notes
On this episode:
- The stock market has been up double-digits 3 years in-a-row. Can we do it again or is it time for protection mode?
- Over 4 million people retire every year. How do you spot the “bad actors” that might pop up in retirement planning?
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Charisse chats with Karen and Shannon Cobbs about Grandview Clydesdales, their history, preservation efforts, and unique community experiences.
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Topics
Charisse RiversZinnia WealthRetirement PlanningFinancial AdvisorRetirement PlanFloridaGrandview ClydesdalesStock MarketMarket RiskAdvisor Red Flagsactive portfolio managementretirement scamsRoth IRA conversionsfinancial transparencytax strategies