On this week's show:
- Some people are getting to retirement and finding they need more money. How Income planning can help you be better prepared.
- Hidden fees are prevalent in various industries, including the financial services sector, and can have a significant impact on individuals' finances.
- The decision to take a lump sum or a monthly check from a previous employer requires careful financial planning and consideration of long-term implications.
- 401(k)s are up, and Uncle Sam rooting you on. Why?
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.