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The DIY Retirement Trap: Is Your Portfolio Outliving Your Planning?

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Spending five hours a day managing your own investment portfolio might feel productive, but what critical elements of your retirement plan are falling through the cracks? In this episode of Retirement Coffee Talk, Charisse Rivers of Zinnia Wealth explores the hidden risks of do-it-yourself financial management. From overlooked tax strategies and Medicare rules to the realities of cognitive decline and protecting a surviving spouse, true retirement readiness goes far beyond daily market charts. Discover why even the most dedicated portfolio managers eventually step back to focus on living their retirement years instead of working them.

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