A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
Update: 2025-11-22
Description
On this episode:
- Sometimes the marketing is better than the product.
- Leaving your IRA in cash after a rollover.
- Should I use MY plan or Uncle Sam’s plan for my RMDs?
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.
Comments
In Channel




