The #1 Portfolio Shift You Must Make Before Retiring

Are stock market high-flyers secretly sabotaging your retirement security? DIY investors often get hooked on tech trends, but transition into retirement requires shifting focus from building wealth to preserving it. In this episode of Retirement Coffee Talk, Charisse Rivers breaks down the risks of portfolio overexposure, the critical psychology of transitioning from earning to spending, and how to optimize your cash reserves without losing to inflation. Learn how a balanced income strategy can eliminate financial anxiety so you can focus on enjoying your hard-earned freedom. 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.