Retirement Coffee Talk

Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating

April 11, 2026·26 min
Episode Description from the Publisher

On this episode: Finding a place for your money, IN and OUT of the stock market. When should you do your Roth conversion? The mistake retirees don’t seem to learn. 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.

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