The "Permission to Spend" Portfolio

About this episode

This episode discusses modern retirement planning focused on spending confidently rather than restricting, along with tax strategies to protect wealth.

Forget the finger-wagging advice of old-school financial gurus who tell you to skip your morning coffee. This episode breaks down why modern retirement planning isn't about restriction—it's about finding the confidence to spend the wealth you worked decades to build. From stress-testing budget "splurges" to moving past rigid, cookie-cutter asset models, discover how sophisticated, IRS-approved tax strategies can protect your legacy from the government. Plus, get an insider look at high-level wealth management insights straight from unexpected conversations on the golf course. 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.

People in this episode

Host: Charisse Rivers

Topics covered

• retirement planning
• wealth management
• tax strategies
• budgeting
• financial confidence

Keywords

• retirement
• spending
• wealth
• tax strategies
• financial planning

Mentioned in this episode

Organizations: Zinnia Wealth Management

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