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

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 t…

Interview: Chester Weber – Live Oak International

Chester Weber has made his living around horses. He has created one of the premiere events in the Ocala area at Live Oak International. What do you need to know to attend? Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and…

As Interest Rates Go Down, What Should You Do with Your Retirement Money? | You Lose Your Job 2 Years Before Retirement: Now What? | Interview With Chester Weber at Live Oak International

On this episode: Buy short-term bonds when rates are going up, buy long-term bonds as rates are going down. Is there anything else? What’s your action plan if you lose your job a few years shy of retirement? Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, an…

Should Gold Be a Part of Your Portfolio? | How Hard Is Your Advisor Really Working for You? | Will AI Eliminate Retirement Planning and Saving?

On this episode: Gold prices are going through the roof. Should you buy in? How often should you meet with your financial advisor? Elon Musk says technology will end the need for retirement saving. Is that possible? Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, S…

How Do You Create Your Paycheck in Retirement?

From the 4% rule to pulling money as you need it, there are a lot of ways to determine your retirement paycheck. What are the pros and cons of each one? 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 …

The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense

On this episode: Whether you have $5 million or $500 thousand, everyone seems to be asking THIS question. Interest rates are down. Should you give up on bonds? People are more worried about THIS than the price of food and housing in retirement. Like this episode?  Hit that Follow button and never …

Why the Numbers They Tell You to Save Are Wrong

When you see the articles that say you need $1.5 million to retire, it can be depressing. There is an important factor these numbers don’t include. 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 Weal…

Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss

On this episode: Unexpected expenses will likely happen to you in retirement. How do you include that in your retirement budget? What happens when you lose your job a few years before retirement? Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn …

THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance

On this episode: The fear of running out of money is widespread. We found the point when that fear nearly goes away. Taxes, step up basis, taxable, tax deferred…inherited money comes with some homework. Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, a…

10 Signs You Know It’s Time to Retire

Do you have “retirement fever?” See if you can see yourself in our list. 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!