Retirement Coffee Talk
Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
Episodes
On this episode:
- The “Tiny Dings” that could become bigger financial problems.
- A strange disconnect between financial advisors and their clients.
- Don’t be generous but foolish with your inheritance.
- Avoiding the “debt free” temptation.
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 M...
Your 401(k) may be your biggest retirement asset. What are your options on how best to use it?
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See omnystudio.com/listener for privacy information.
Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones experiencing memory loss or other cognitive issues. Jonathon shares insights on navigating care options, finding comfort, and embracing empathy during life’s most challenging moments. Whether you’re a retiree or caring for a family member, this episode offers reassurance, p...
There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and you should know about them.
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See omnystudio.com/listener for privacy ...
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 i...
There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs.
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On this episode:
- Unspent money = unrealized memories.
- Most of us go right along with Uncle Sam’s plan for your IRA. Why?
- What to do with your biggest retirement asset.
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...
The new Dodgers phenom has structured his pay using deferral. Can you do the same in 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.
On this episode:
- Retiring into a down market. Are you ready?
- Uncle Sam says you have to take IRA money at 73. What are your options?
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.
Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? Am I headed for a tax problem? Let’s get you the answers.
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 omnystud...
On this episode:
- Want to know how much to save? Look at how people spend in retirement.
- One long retirement rule says if you only spend 4% of your retirement money per year, you’ll never run out. Is it true?
- People will many times leave their financial advisor when THIS happens.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her tea...
The tech stocks have been holding up the stock market and perhaps your retirement accounts. We found another category that may be holding you back.
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.
On this episode:
- Should you tinker with your risk profile as the headlines change?
- There are two new ideas on saving Social Security. Will they work?
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.
There are all sorts of headlines telling us we need to have 1.8 million dollars to retire. That is turning out not to be true.
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.
On this episode:
- 70% of retirees say retirement is better than they thought…and very few of these people have over a million dollars.
- The laws on 401(k)s are changing next year.
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 ...
We found someone who works on his investments 5 hours every day. Is that the kind of retirement you want? What are the pros and cons of being a retirement DIYer?
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.
On this episode:
- This isn’t our first Government shutdown. What does history tell us?
- Inflation is now number 2 on the concern list for retirees. Should it be?
- How will your spending go over a 20 year 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 Yo...
Charisse Rivers established the Grilled Cheese Foundation to help local children with school supplies, after school activity needs and even college tuition. Here she talks about their Casino Night fund raiser on October 10th at the Ocala Country Club.
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, Inst...
On this episode:
- Breaking free of the market dictating your retirement lifestyle.
- Saying “Uncle” won’t release the headlock on your 401(k).
- Dividend-paying stocks are seeing record numbers.
- What we can learn about retirement planning from a rabbit.
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 ...
The Grilled Cheese Foundation is a 501C3 created by Charisse Rivers and the team at Zinnia Wealth. It’s designed to help young people with school supplies, equipment for sports and other after-school activities, and even scholarships for college. We invite you to our fundraiser "Casino Night" on October 10th from 7 to 10pm at the Country Club of Ocala. https://www.instagram.com/p/DPD7AvijtWl/
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