50 min

Tax Talk: IRAs, 401(k)s, and more Retirement Coffee Talk

    • Investing

On this week's show:


Your IRA: How does it help your tax picture and how many should you have?
Is it possible to be TOO conservative with your investments?
Is the recent market pullback a signal of recession?
4 options for your 401(k).
The pros and cons of Medicare Advantage plans. 

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 week's show:


Your IRA: How does it help your tax picture and how many should you have?
Is it possible to be TOO conservative with your investments?
Is the recent market pullback a signal of recession?
4 options for your 401(k).
The pros and cons of Medicare Advantage plans. 

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.

50 min