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Retirement Planning: The Importance of a Second Opinion Review
Join Charisse Rivers and Zinnia Wealth Online on the Retirement Coffee Talk podcast as they discuss the significance of getting a second opinion review for your retirement plan.
In this episode, they delve into the reasons why it's crucial to reevaluate your financial advisor's strategies and explore new possibilities for your retirement portfolio. Whether you already have an existing plan or are starting from scratch, discover the key insights and expert advice that can help you retire with confidence.
Visit zinniawealth.com to schedule your complimentary retirement review today.
💬 Engage, Share, and Learn with Charisse and her team at Zinnia Wealth Management:
YouTube
See omnystudio.com/listener for privacy information.
View all episodes
By Charisse Rivers
4.2
1818 ratings
Join Charisse Rivers and Zinnia Wealth Online on the Retirement Coffee Talk podcast as they discuss the significance of getting a second opinion review for your retirement plan.
In this episode, they delve into the reasons why it's crucial to reevaluate your financial advisor's strategies and explore new possibilities for your retirement portfolio. Whether you already have an existing plan or are starting from scratch, discover the key insights and expert advice that can help you retire with confidence.
Visit zinniawealth.com to schedule your complimentary retirement review today.
💬 Engage, Share, and Learn with Charisse and her team at Zinnia Wealth Management:
YouTube
See omnystudio.com/listener for privacy information.
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