Podcast Episodes
Back to Search
Do You Have a “Fire Starter” in Your Retirement Plan?
In the same way you don’t want to pack dangerous items in your luggage when you get on a plane…you don’t want a fire starter in your retirement plan. What do we need to look out for?
Like this episod…
Published on 2Â months, 2Â weeks ago
75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised
On this episode:
What are the biggest advantages of using a financial advisor? The Roth is one of the best retirement planning vehicles. What if they change it? How long will your money last with a …Published on 2 months, 2 weeks ago
If I’m in Retirement for 25 years, Why am I NOT a Long-Term Investor?
You need growth on your retirement money, but how much?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia…
Published on 2Â months, 3Â weeks ago
The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?
On this episode:
The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a perfect month? A new trend among baby boomers for est…Published on 2 months, 3 weeks ago
Reasons to Consider an IRA-to-Roth Conversion
You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it.
Like this episode? Hit that Follow button and…
Published on 2Â months, 4Â weeks ago
The Magic Savings Number for Retirement Has Dropped! | A 90-Year-Old Runs into a Huge Tax Problem! | Studies Show if You Do THIS, You Will Have More to Spend in Retirement
On this episode:
For the first time in memory, the number you need for retirement has dropped! Why? This 90-year-old missed a simple tax move that is now costing him thousands. Many of the people wh…Published on 3 months ago
IRA Conversion Alert
We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose not to do conversions and is now in a tax nightmare…
Published on 3Â months ago
Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan
On this episode:
Should you be building up your cash reserves?
The MVP of your Retirement plan.
Things to watch out for in an IRA-to-Roth rollover.
Like this episode? Hit that Follow button …
Published on 3Â months, 1Â week ago
Are You Spending Enough in Retirement?
We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE!
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, a…
Published on 3Â months, 1Â week ago
Don’t Miss This Essential Retirement Strategy
Many people get to retirement saying…I wish I had done this.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Z…
Published on 3Â months, 2Â weeks ago