Has your 401(k) accidently become a “Tech Fund?” | Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan
Feb 01, 2025•50 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
On this week's show:
-
The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks?
-
Preparing your 401(k) for retirement.
-
Are bonds back in favor?
-
Selling your business to fund your retirement.
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.
For the best experience, listen in Metacast app for iOS or Android