In Retirement Planning, Seeing is Believing

You may think you can’t retire, but how would you know unless you do the math? At Zinnia Wealth, we think “seeing is believing.” 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: Fac…

What is “sell in May and go away mean?” | Will Social Security sink like the Titanic? | Understanding your investment speed limit

On this week's show: Is it wise to take the summer off from your investments? How doing the math on your retirement can make it real. Could Social Security actually go away? They say speed kills. Can too much risk do the same thing? Like this episode?  Hit that Follow button and never miss an epis…

Should you buy gold at the same place you buy your mayonnaise?

Costco is selling 200 million dollars in gold bars per month. Is this a good hedge if the market goes down? 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, Linke…

When your advisor says, “This too shall pass.” | Should you buy gold? | What is your “side hustle” for income in retirement? | When your portfolio needs a good scrubbing

On this week's show: How do we avoid the advisor conversation of “Hang in there, it will come back.” The pros and cons of buying gold. If Social Security and your 401(k) are your main sources of retirement income, where do you look next? Time to get the Windex and rubber gloves out. What do we find…

The Motley Fool says these are 4 good reasons to take Social Security at 62

Social Security: The longer you wait, the bigger your check. But most people take it right away at 62. The Motley Fool gives 4 reasons why you might consider taking your benefit early. Does Charisse agree?

Is this a good time to buy stocks? | They have found the world’s oldest living man | What is job #1 in retirement planning? | Good reasons to take Social Security early

On this week's show: Do you buy, sell, or sit tight in this market? We found the poster child for making your money last. Figuring out your paycheck in retirement. Why not take Social Security at 62? Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn …

The Problem With: I’ll Just Work Forever and Never Retire

The largest growing segment in the workforce is now people over the age of 75. But does that mean you should keep working? What if you don’t have to and you don’t even know it? Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charis…

How some financial advisors are failing retirees | You may be shocked at what age is considered early retirement | A 401(k) plan is not a retirement plan | A strategy where you can save less and get more

On this week's show: There are things that you need in retirement that many financial advisors are not providing. Is 61 considered early retirement? Find out the average age when most people retire. Your 401(k) is an important piece of your retirement plan, but it comes up short in many ways Like …

Your 401(k) Plan is NOT a Retirement Plan

Most people have a 401(k). But that is only one piece of a retirement. A full plan involves plans for investments, Social Security, taxes, estate and more.  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…

Splurges that are worth it in retirement

Most of us have some big dreams for retirement. But what if that dream is a budget buster? We have 4 splurges that you won’t regret in your retirement years. Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at …