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Your Retirement Readiness Check List
There are more people turning 65 this year than any year in history. That age kicks in some preparations you’ll need to make for retirement. Charisse…
1Â year, 9Â months ago
Our Government is thinking about eliminating the 401(k)!
The 401(k) is probably the primary way people save for retirement. Yet some say it is outdated and, in some cases, unfair. Why? And if we didn’t have…
1Â year, 9Â months ago
Pensions: Is taking lump sum the right call?
Charisse Rivers discusses the decision retirees face regarding their pensions. She explains the pros and cons of taking a monthly check versus a lump…
1Â year, 10Â months ago
Navigating the Maze of Financial Fees in Retirement
Hidden fees are prevalent in many industries, but none more so for retirees and pre-retirees than in the financial services industry. Charisse Rivers…
1Â year, 10Â months ago
Importance of Income Planning in Retirement | Uncovering Hidden Fees | Pensions: Is taking lump sum a good idea? | Why is Uncle Sam rooting on your 401(k)?
On this week's show:
Some people are getting to retirement and finding they need more money. How Income planning can help you be better prepared. Hi…1 year, 10 months ago
In Retirement Planning, Seeing is Believing
You may think you can’t retire, but how would you know unless you do the math? At Zinnia Wealth, we think “seeing is believing.”
Like this episode? …
1Â year, 10Â months ago
What is “sell in May and go away mean?” | Will Social Security sink like the Titanic? | Understanding your investment speed limit
On this week's show:
Is it wise to take the summer off from your investments? How doing the math on your retirement can make it real. Could Social S…1 year, 10 months ago
Should you buy gold at the same place you buy your mayonnaise?
Costco is selling 200 million dollars in gold bars per month. Is this a good hedge if the market goes down?
Like this episode? Hit that Follow butto…
1Â year, 10Â months ago
When your advisor says, “This too shall pass.” | Should you buy gold? | What is your “side hustle” for income in retirement? | When your portfolio needs a good scrubbing
On this week's show:
How do we avoid the advisor conversation of “Hang in there, it will come back.” The pros and cons of buying gold. If Social Sec…1 year, 10 months ago
The Motley Fool says these are 4 good reasons to take Social Security at 62
Social Security: The longer you wait, the bigger your check. But most people take it right away at 62. The Motley Fool gives 4 reasons why you might …
1Â year, 10Â months ago