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Innhold levert av Impact Partnership and Charisse Rivers. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Charisse Rivers eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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How will the results of the election affect your retirement? | Someone is not happy about the Great Wealth Transfer | How to protect your retirement from Uncle Sam

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Manage episode 450481764 series 3561324
Innhold levert av Impact Partnership and Charisse Rivers. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Charisse Rivers eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On this week's show:

  • The implications of the recent election results on retirement planning, tax changes, and interest rates.
  • What is the Great Wealth Transfer and why is your financial advisor not happy about it?
  • The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.
  • Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to?

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.

  continue reading

Kapitler

1. Full Show Podcast (00:00:00)

306 episoder

Artwork
iconDel
 
Manage episode 450481764 series 3561324
Innhold levert av Impact Partnership and Charisse Rivers. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Charisse Rivers eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On this week's show:

  • The implications of the recent election results on retirement planning, tax changes, and interest rates.
  • What is the Great Wealth Transfer and why is your financial advisor not happy about it?
  • The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.
  • Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to?

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.

  continue reading

Kapitler

1. Full Show Podcast (00:00:00)

306 episoder

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