On this episode: <ul> <li> Should you be building up your cash reserves? </li> <li> The MVP of your Retirement plan. </li> <li> Things to watch out for in an IRA-to-Roth rollover. </li> </ul> Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

On this episode: Should you be building up your cash reserves? The MVP of your Retirement plan. Things to watch out for in an IRA-to-Roth rollover. 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.

On this episode: <ul> <li> Should you be building up your cash reserves? </li> <li> The MVP of your Retirement plan. </li> <li> Things to watch out for in an IRA-to-Roth rollover. </li> </ul> Like this episode?&nbsp; Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB" rel="noopener noreferrer">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj" rel="noopener noreferrer">Facebook</a>, <a href="https://bit.ly/46MYvLy" rel="noopener noreferrer">Instagram</a>, <a href="https://bit.ly/3PUuWk5" rel="noopener noreferrer">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY" rel="noopener noreferrer">YouTube</a>!See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement.
Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.
💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

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Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement.
Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.
💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB" rel="noopener noreferrer">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj" rel="noopener noreferrer">Facebook</a>, <a href="https://bit.ly/46MYvLy" rel="noopener noreferrer">Instagram</a>, <a href="https://bit.ly/3PUuWk5" rel="noopener noreferrer">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY" rel="noopener noreferrer">YouTube</a>!

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Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan

Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan

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