Why Your Retirement Portfolio Needs a Year-End Tax Strategy

Are you unknowingly writing hefty tax checks to the government during retirement? In this episode of Retirement Coffee Talk, host Charisse Rivers explores smart year-end financial moves. Discover how tax loss harvesting can offset capital gains without extra fees. Plus, learn how to build your own income stream, navigate gifting inheritance to children early, and manage portfolios when the market stays high. Tune in for practical, fiduciary guidance to help you enjoy the wealth you built. 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 (https://bit.ly/3ZPv1KB) : Facebook (https://bit.ly/45ILKRj) , Instagram (https://bit.ly/46MYvLy) , LinkedIn (https://bit.ly/3PUuWk5) and YouTube (https://bit.ly/3LZEYPY) ! See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.