Will Lower Interest Rates Affect Your Retirement? | Figuring Out Your Five “L”s of Retirement | What to Know About the Medicare Open Enrollment
Retirement Coffee Talk · Charisse Rivers
September 27, 202549m 8s
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Show Notes
On this episode:
- Should you care about interest rates?
- Should you follow the billionaire’s retirement advice?
- The Medicare window opens soon. What do you need to know?
- What should you be discussing at your year-end retirement review meeting?
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Topics
Charisse RiversZinnia WealthOcalaInterest RatesThe FedThe 5 L's of RetirementLiquidityMedicareMedicare WindowMedicare 2025Life Time IncomeLowering Market RiskLowering TaxesLifetime IncomeLegacy PlanningAsset ClassesEncore CareerEnd of the Year Tax PlanningTax Planning