The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?

On this episode: Only 25% of people use a financial advisor. What are their reasons for going it on their own? 72% of seniors wish they could go back in time and fix this tax problem. When people pick their financial advisor, what are the main things they are looking for? 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.