
A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement
Get every episode summarized
Each time Retirement Coffee Talk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
On this episode:
- Unspent money = unrealized memories.
- Most of us go right along with Uncle Sam’s plan for your IRA. Why?
- What to do with your biggest retirement asset.
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 Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time Retirement Coffee Talk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Retirement Coffee Talk

Can You Really Retire at 57? What Your Financial Plan Must Include
Retirement Coffee Talk

Is Market Panic Costing You Your Retirement Dreams?
Retirement Coffee Talk

Why Your Next Portfolio Review Could Save You Thousands
Retirement Coffee Talk

From Accumulation to Decumulation: Crafting a Bulletproof Retirement Income Plan
Retirement Coffee Talk