What can gift cards teach us about retirement? | When your CD comes due, what’s next for your money? | One advisor who says 100% risk before AND IN retirement

Published Jan 25, 2025, 9:00 AM

On this week's show:

  • Those unused gift cards in your wallet or purse have something in common with your retirement portfolio.

  • There are 7 Trillion dollars in CDs and Money Markets. Where should you put your money now?

  • Everyone says lower your stock market risk in retirement. We found one advisor that completely disagrees. Is he crazy?

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!