Retirement Coffee Talk

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

October 29, 2024 26 mins

Charisse Rivers discusses the implications of the upcoming election on retirement planning, focusing on key issues such as tax policies, social security, and corporate tax rates. She highlights the differing views of the presidential candidates on these topics and how they may affect retirees and pre-retirees.

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On this week's show, Charisse Rivers takes a look at the election and it's potential future effects on your retirement as it relates to taxes, social security and Medicare. 


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As you get ready to head to the voting booth on election day, there is a reoccurring issue to continue funding vital community services in Marion County. Charisse and Kevin break down the needs and how to keep the funding going.

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On this week's show:

  • We figured out why the media says we need MILLIONS to retire comfortably.
  • There is a plan to push back when you can get your Social Security benefits.
  • Do you have “one more year” syndrome?

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October 15, 2024 13 mins

When you go to vote this year in Marion County, you will see an issue to help fund vital city and county services. What is it all about and why is it important to our future?


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See omnystudio.com/listener for privacy informatio...

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On this week's show:

  • This year more people turn 65 than any other year in history. Turning 65 means filing for Medicare. What do you need to know?
  • There is a proposal to push the Social Security ages back. This could mean you’d have to wait to get your full benefit. Could that change your retirement plan?

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In a special interview, Charisse sits down with Matt Walker of Maxwell Leadership to discuss the importance of personal growth, overcoming adversity, and the emotional aspects of financial management, emphasizing the significance of mentorship, leadership, and building connections to inspire and empower others in their personal and professional lives.

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On this week's show:

  • Charisse chats with Matt Walker of the Maxwell Leadership Foundation.
  • The importance of a holistic approach to retirement planning.
  • The Trump Tax Cuts expire at the end of 2025. Is your retirement plan ready?
  • The 60-40 portfolio is regaining relevance due to the changing interest rates.

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The financial media says you need 1.8 million to retire. How did they arrive at that figure? We can prove they are wrong.

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See omnystudio.com/listener for privacy information.

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September 28, 2024 9 mins

Eddie Murphy told a great story on the Tonight Show about having “safe money.” Would it work for you?

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See omnystudio.com/listener for privacy information.

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When people in their 80s look back on retirement, what do they wish they had done differently? You might be shocked.

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See omnystudio.com/listener for privacy information.

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On this week's show:

  • Inflation is down to it's lowest level in 3 years and the Fed is cutting interest rates. But can we avoid recession and how does this all affect you and your retirement?
  • James Brown once gave Eddie Murphy some interesting financial advice. 
  • The Social Security Dilemma: What goes into making the right decision on when to claim your benefits?
  • Avoiding the 401k Withdrawal Trap

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Whether it’s homeless pets, veterans, feeding the hungry, or something else, many of us have a passion to help our community. Give4marion.org can help and we can tell you how to get involved.

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On this week's show:

  • September 17-18 are big days in Marion County. Find out how you can connect with and help the charities you are passionate about.
  • Who is going to help you get the most out of your 401(k) in retirement?
  • The cost of living in Florida is way up. How do you handle these new costs if you are retired?

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Tax loss harvesting, charitable giving, RMDs and more. What should you be talking about with your financial advisor before December 31st?

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See omnystudio.com/listener for privacy information.

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On this week's show:

  • Good times or bad? What do the indicators show for 2025?
  • You pack money in a 401(k) with no help. How do you get the help you need?
  • A new study says those IN retirement are more confident than those PREPARING for retirement. Why?

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,...

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September 5, 2024 10 mins

Studies show 70% of us will need some kind of care in our elder years. This expense could wipe out a lifetime of savings in a short time. How do we protect ourselves?


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.

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On this week's show:

  • The “R” word is still out there. Recession. Can you protect the gains you’ve realized?
  • Another nationally recognized name blows up the 4% withdrawal rule.
  • You protect your retirement money from markets, taxes, and fees. Are you forgetting something?

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Many believe the tax code was written just for people who have a lot of money with tax and investment experts. There is at least one action item you need to be aware of that can help 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!

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Paul McCartney recently admitted he can't read music. Yet he wrote beautiful songs. How can you have a great retirement without knowing the ins and outs of Wall Street?

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.

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