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The Top 5 Things People Miss When They Do Their Own Retirement Planning
Retirement planning is more than just investments. Do you have the knowledge to deal with taxes, Medicare, and Social Security? We’ll discuss the big…
1Â year, 3Â months ago
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
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 mone…1 year, 3 months ago
Interview with Marion County Fire and Rescue Chief James Banta
Charisse Rivers helps people everyday protect their money for retirement. She also has an interest in the people who are protecting our way of life i…
1Â year, 3Â months ago
Interview with Ocala Police Chief Mike Balken
Charisse Rivers helps people build a better life with retirement planning. She also has a vested interest in making life better in Ocala. Today she h…
1Â year, 3Â months ago
What’s more important in retirement, protection, or growth?
Going through a 20-year retirement without growing your money would be difficult. But losing the money in a market crash could be devastating. Protec…
1Â year, 3Â months ago
Finding the Right Balance Between Protection and Growth in Retirement | Is cash still king? | Should you jump in on the Trump Bump?
On this week's show:
Where is your priority with your retirement money? Protection or growth?
How much cash should you have on the sidelines?
T…
1Â year, 3Â months ago
How much do you need to save to have a $100k-a-year retirement?
It’s common for people to have a target of $1 million saved, and a $100k-a-year spend in retirement. How much do you need to make that happen?
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1Â year, 3Â months ago
Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret | How to protect your retirement from Uncle Sam | How much do you need to generate 100k a year in retirement?
On this week's show:
We figured out why the media says we need MILLIONS to retire comfortably. There is a plan to push back when you can get your So…1 year, 3 months ago
Do you know what your retirement paycheck is?
Knowing your retirement income is as important as knowing your income in your working years. Avoiding the scenario of being “scared to spend.”
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1Â year, 4Â months ago
Predictions for 2025: Can you trust them? | Is the new option for your 401(k) a good move? | What is job #1 in retirement planning?
On this week's show:
The predictions for 2025 are all over the map. You can now pay off bills with your 401(k) match. Should you? Don’t leave your f…1 year, 4 months ago