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The AI Stock Illusion: Is Your Retirement Portfolio at Hidden Risk?
Are you approaching today's volatile market with one foot on the gas and one foot on the brake? In this episode of Retirement Coffee Talk, Charisse R…
7Â hours ago
Beyond the Budget: The Real Cost of Unplanned Retirement Splurges
Saying goodbye to a client because they won't stop overspending highlights the delicate balance between enjoying your hard-earned wealth and outlivin…
4Â days, 7Â hours ago
The "Permission to Spend" Portfolio
Forget the finger-wagging advice of old-school financial gurus who tell you to skip your morning coffee. This episode breaks down why modern retireme…
1Â week ago
The DIY Retirement Trap: Is Your Portfolio Outliving Your Planning?
Spending five hours a day managing your own investment portfolio might feel productive, but what critical elements of your retirement plan are fallin…
1Â week, 4Â days ago
Saying Uncle to Uncle Sam: Outsmarting Retirement Tax Traps
Retirement isn’t as complex as the big banks want you to think, but transitioning from collecting a paycheck to generating your own requires a comple…
2Â weeks ago
Why Retire Just to Spend Less? The Math No One Questions
What if the biggest mistake retirees make isn’t running out of money—but not using it when life is best? On this episode of the Retirement Coffee Tal…
2Â weeks, 4Â days ago
Why Are You Still Writing Checks to the IRS in Retirement? | Can Your Portfolio Handle the Next Market Drop?
On this episode:
For years you wrote a check to Uncle Sam in April. Now that you’re retired, that should change… right? Maybe not. The formulas say …3 weeks ago
The Hidden Expenses That Sneak Up on Retirees
What if the biggest threats to your retirement aren’t market swings—but the everyday costs no one warns you about? On this episode of the Retirement …
3Â weeks, 2Â days ago
Is Capping Social Security the Smart Fix—or a Distraction?
What if the Social Security plan you’re counting on isn’t as untouchable as you think?
In this episode of the Retirement Coffee Talk Podcast, Charisse…
3Â weeks, 3Â days ago
Why Taking the “Wrong” Retirement Withdrawal Can Cost More Than You Think | New Social Security Ideas Keep Surfacing—Here’s Why
On this episode:
Everyone says there’s a “right order” to take retirement income—but taxes can turn simple advice into an expensive mistake. You sav…4 weeks ago