Retirement Coffee Talk

The financial media says you need 1.8 million to retire. How did they arrive at that figure? We can prove they are wrong.

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Eddie Murphy told a great story on the Tonight Show about having “safe money.” Would it work for you?

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When people in their 80s look back on retirement, what do they wish they had done differently? You might be shocked.

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On this week's show:

• Inflation is down to it's lowest level in 3 years and the Fed is cutting interest rates. But can we avoid recession and how does this all affect you and your retirement?
• James Brown once gave Eddie Murphy some interesting financial advice. 
• The Social Security Dilemma: What goes into making the right decision on when to claim your benefits?
• Avoiding the 401k Withdrawal Trap

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Whether it’s homeless pets, veterans, feeding the hungry, or something else, many of us have a passion to help our community. Give4marion.org can help and we can tell you how to get involved.

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On this week's show:

• September 17-18 are big days in Marion County. Find out how you can connect with and help the charities you are passionate about.
• Who is going to help you get the most out of your 401(k) in retirement?
• The cost of living in Florida is way up. How do you handle these new costs if you are retired?

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Tax loss harvesting, charitable giving, RMDs and more. What should you be talking about with your financial advisor before December 31st?

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On this week's show:

• Good times or bad? What do the indicators show for 2025?
• You pack money in a 401(k) with no help. How do you get the help you need?
• A new study says those IN retirement are more confident than those PREPARING for retirement. Why?

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Studies show 70% of us will need some kind of care in our elder years. This expense could wipe out a lifetime of savings in a short time. How do we protect ourselves?

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On this week's show:

• The “R” word is still out there. Recession. Can you protect the gains you’ve realized?
• Another nationally recognized name blows up the 4% withdrawal rule.
• You protect your retirement money from markets, taxes, and fees. Are you forgetting something?

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!

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