PLAY PODCASTS
Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor

Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor

Retirement Coffee Talk · Charisse Rivers

March 29, 202548m 44s

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:

  • Should your retirement income always come from the same place?
  • Avoiding one of the biggest retirement mistakes.
  • Many people who take a lump sum pension are out of money in 5 years.
  • The main questions people are asking their financial advisors right now.

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

retirementfinancial planningmarket volatilityincome strategiesretirement checklistRoth IRAretirement regretsinvestment strategiesretirement incomeretirement consultation401(k)tax planningfinancial advisorstress testingretirement planinflationlegacy planning