When we do a Portfolio X-Ray at Zinnia Wealth, what do we usually find?
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9m ·
Gifts or coal? What is hidden in your portfolio?
- Podcast title
- Retirement Coffee Talk
- Description
Charisse Rivers is the founder and president of Zinnia Wealth Management in Ocala, Florida. Her passion is to help families grow and protect their wealth and guide them to and through retirement. “Retirement Coffee Talk” is a fun and informative look at the financial issues of the day and how they affect those saving for retirement.
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