On this episode:

• What’s your goal from growing your money: 3%, 5%, beat the market? Is that important in retirement?
• This might be your biggest hurdle if you want to retire early.

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On this episode:

• Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle.
• Markets rise, markets fall — but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy.
• Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable.

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Chester Weber has made his living around horses. He has created one of the premiere events in the Ocala area at Live Oak International. What do you need to know to attend?

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On this episode:

• Buy short-term bonds when rates are going up, buy long-term bonds as rates are going down. Is there anything else?
• What’s your action plan if you lose your job a few years shy of retirement?

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On this episode:

• Gold prices are going through the roof. Should you buy in?
• How often should you meet with your financial advisor?
• Elon Musk says technology will end the need for retirement saving. Is that possible?

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From the 4% rule to pulling money as you need it, there are a lot of ways to determine your retirement paycheck. What are the pros and cons of each one?

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On this episode:

• Whether you have $5 million or $500 thousand, everyone seems to be asking THIS question.
• Interest rates are down. Should you give up on bonds?
• People are more worried about THIS than the price of food and housing in retirement.

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When you see the articles that say you need $1.5 million to retire, it can be depressing. There is an important factor these numbers don’t include.

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On this episode:

• Unexpected expenses will likely happen to you in retirement. How do you include that in your retirement budget?

• What happens when you lose your job a few years before retirement?

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On this episode:

• The fear of running out of money is widespread. We found the point when that fear nearly goes away.

• Taxes, step up basis, taxable, tax deferred…inherited money comes with some homework.
  
  

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!

See omnystudio.com/listener for privacy information.