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
Retirement Coffee Talk · Charisse Rivers
January 4, 202553m 46s
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Show Notes
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.
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Topics
retirement planningfinancial healthwealth checkmarket predictionsannuitieshealth resolutionsfinancial wellnessretirement incomeinvestment strategies2025 outlook401kRoth conversionstax strategiesfinancial advisorretirement mistakesRMDsMedicareinflationhealthcare costs