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In Retirement Planning, Seeing is Believing
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.”

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2 years ago

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What is “sell in May and go away mean?” | Will Social Security sink like the Titanic? | Understanding your investment speed limit
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…

2 years ago

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Should you buy gold at the same place you buy your mayonnaise?
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?

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2 years ago

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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
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…

2 years ago

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The Motley Fool says these are 4 good reasons to take Social Security at 62
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 …

2 years ago

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Is this a good time to buy stocks? | They have found the world’s oldest living man | What is job #1 in retirement planning? | Good reasons to take Social Security early
Is this a good time to buy stocks? | They have found the world’s oldest living man | What is job #1 in retirement planning? | Good reasons to take Social Security early

On this week's show:

Do you buy, sell, or sit tight in this market? We found the poster child for making your money last. Figuring out your paycheck…

2 years ago

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The Problem With: I’ll Just Work Forever and Never Retire
The Problem With: I’ll Just Work Forever and Never Retire

The largest growing segment in the workforce is now people over the age of 75. But does that mean you should keep working? What if you don’t have to …

2 years, 1 month ago

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How some financial advisors are failing retirees | You may be shocked at what age is considered early retirement | A 401(k) plan is not a retirement plan | A strategy where you can save less and get more
How some financial advisors are failing retirees | You may be shocked at what age is considered early retirement | A 401(k) plan is not a retirement plan | A strategy where you can save less and get more

On this week's show:

There are things that you need in retirement that many financial advisors are not providing. Is 61 considered early retirement?…

2 years, 1 month ago

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Your 401(k) Plan is NOT a Retirement Plan
Your 401(k) Plan is NOT a Retirement Plan

Most people have a 401(k). But that is only one piece of a retirement. A full plan involves plans for investments, Social Security, taxes, estate and…

2 years, 1 month ago

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Splurges that are worth it in retirement
Splurges that are worth it in retirement

Most of us have some big dreams for retirement. But what if that dream is a budget buster? We have 4 splurges that you won’t regret in your retiremen…

2 years, 1 month ago

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