On this week's episode:

• Do you have “one more year” syndrome?
• Everything you need to know about Required Minimum Distributions
• An IRA-to-Roth Conversion may help you save big in retirement taxes.

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Physician Assistant Rob Main joins us for the second part of our talk about health concerns in retirement including diabetes, weight loss, Ozempic and the new use of AI in healthcare.

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On this episode:

• Pros and cons of target date funds.
• The implications of inheriting IRAs.
• The importance of being prepared for market volatility.
• Overcoming hesitations about retirement spending.

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Are you aware of how your health can impact your retirement finances? Charisse Rivers explores the crucial connection between managing health and protecting wealth, as she chats with Rob Main of Rob Main Health and Wellness. Charisse & Rob delve into the benefits of concierge and direct primary care services, emphasizing their role in ensuring timely and comprehensive medical care. By addressing health issues early, these services can help prevent costly medical emergencies, ultimately safeguarding your financial well-being. 

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You may have heard your 401(k) can become a “Tax Time Bomb” in retirement. How can you avoid it?

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On this week's show:

• The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks?

• Preparing your 401(k) for retirement.

• Are bonds back in favor?

• Selling your business to fund your retirement.

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Pay the taxes now or pay the taxes later. What makes sense for your IRA and 401(k)?

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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?

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Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial advisor?

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On this week's show:

• As Inauguration Day approaches, what does history show us about the market after a new president is elected?
• Developing your own personal pension.
• 8 things to check off your list before retirement.
• A survey shows that many people have a misconception about Social Security benefits.

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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