PLAY PODCASTS
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

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

Retirement Coffee Talk · Charisse Rivers

January 25, 202552m 31s

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 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.

Topics

retirement planningfinancial advicedead moneyinvestment strategiestax planningvariable annuitiesretirement incomefinancial habitswealth managementportfolio analysisretirementfinancial planningretirement savingsfinancial benchmarksretirement goalsretirement consultationportfolio management