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:
- What are the biggest advantages of using a financial advisor?
- The Roth is one of the best retirement planning vehicles. What if they change it?
- How long will your money last with a conservative approach?
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...
You need growth on your retirement money, but how much?
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See omnystudio.com/listener for privacy information.
On this episode:
- The fear of running out of money is resulting in people not enjoying their retirement.
- Picking your retirement date. Is there a perfect month?
- A new trend among baby boomers for estate planning.
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!
You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it.
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On this episode:
- For the first time in memory, the number you need for retirement has dropped! Why?
- This 90-year-old missed a simple tax move that is now costing him thousands.
- Many of the people who spend more in retirement have this in common.
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We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose not to do conversions and is now in a tax nightmare.
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!
On this episode:
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Should you be building up your cash reserves?
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The MVP of your Retirement plan.
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Things to watch out for in an IRA-to-Roth rollover.
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.
We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE!
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Many people get to retirement saying…I wish I had done this.
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How do the odds of success compare: Vegas or the stock market? You may be surprised.
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On this episode:
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Most of us want to retire and most of us want to STAY retired. Why are people going back to work in their 70s?
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Diving into your 401(k). What might be holding you back?
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One retirement strategy to grab onto with both hands.
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, ...
Each year, Bill Murray and his brothers sponsor a golf tournament in St. Augustine. We’ve been able to sit down with them for a lot of fun interviews. This time we asked a simple question about life’s little irritations, and got some great retirement advice.
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 Managem...
On this episode:
- Some say we’re on the verge of a recession, some say otherwise. Is your portfolio ready for whatever the Market does next?
- What is a riskier proposition: Gambling in Vegas or being heavily invested in the Stock Market?
- Is Your Retirement Plan Ready for Long-Term Care Challenges?
- Bill Murray doesn't care for this particular fee.
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Charisse Rivers explains how Roth IRAs can optimize retirement planning with tax-free growth.
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 week's episode:
- Have the markets hit their low point?
- Are you moving money or riding this out?
- Death by 1,000 financial cuts.
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.
When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do?
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See omnystudio.com/listener for privacy information.
On this week's episode:
- Are you prepared for market ups and downs in your retirement?
- Gold: A Safe Bet or Risky Gamble?
- Why You Might Pay More Taxes in Retirement
- Retirement isn't just about finances; it's about creating lasting memories and joy.
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...
Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question.
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See omnystudio.com/listener for privacy information.
60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be more customized?
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See omnystudio.com/listener for privacy inform...
We know markets go up and down, but when we experience a big market plunge, it always seems to catch us by surprise. How do you shut the gate on your current losses and build a plan so you are protected in the future?
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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