The Top 5 Things People Miss When They Do Their Own Retirement Planning
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
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 5 that people miss.
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
From Accumulation to Decumulation: Crafting a Bulletproof Retirement Income Plan
Retirement Coffee Talk
Stress-Testing Your Retirement: Stock Market Swings and Social Security Cuts
Retirement Coffee Talk
Pokemon Cards, Market Drops, and Your Money: Is Your Portfolio Ready?
Retirement Coffee Talk
Overcoming Tax Time Bombs: Inherited IRAs, the Secure Act, and Your Money
Retirement Coffee Talk