On this week's show:

• Charisse chats with Matt Walker of the Maxwell Leadership Foundation.
• The importance of a holistic approach to retirement planning.
• The Trump Tax Cuts expire at the end of 2025. Is your retirement plan ready?
• The 60-40 portfolio is regaining relevance due to the changing interest rates.

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!