You Don’t Need a Million Dollars to Retire | What to Consider When You Inherit Money | The Medicare Window Opening Soon: Do You Need to Make a Move?
Retirement Coffee Talk · Charisse Rivers
September 13, 202526m 36s
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Show Notes
On this episode:
- Only 3% of people have saved $1 Million for retirement, meaning a lot of people are retiring successfully on less.
- The different aspects of inheriting a house, a stock, a 401(k), or cash. What do you need to know?
- If you’re on Medicare, October is decision time.
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Topics
Retirement PlanningZinnia WealthMedicare 2025Social SecurityDebt ManagementInheritance PlanningTax StrategyFinancial AdvisorMedicare Window