Retirement Coffee TalkRetirement Coffee Talk

Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Between People Who Are Preparing for Retirement and Those in Retirement | The Mistake Over 30% of Retirees Make

View descriptionShare

On this episode:

  • Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle.
  • Markets rise, markets fall — but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy.
  • Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable.

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!

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

Retirement Coffee Talk

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement p 
Social links
Follow podcast
Recent clips
Browse 435 clip(s)