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
Everyone has an opinion where to put your money. We have a list of places to avoid.
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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.
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Many seniors are getting into their 70s and getting slapped with big tax bills. What is happening and how can you avoid it?
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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 W...
Charisse explores what may be the most important factor for you to have the retirement you’re dreaming of.
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There are a record number of people turning 65 this year and they are wondering if they are ready to retire. Charisse goes through her list to give you the green light.
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When you come in for your Portfolio X-Ray, we’ll dive into the risk you are taking, your performance, your tax liability, and more. But today we discuss what might be the most eye-opening moment of our analysis.
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See om...
Taxes, Social Security, and Healthcare. The laws keep changing. What do you need to know about the Big Beautiful Bill?
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The fear of running out of money is real, and it has created another new problem in retirement.
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On this episode:
- TINA is back! People believe There Is No Alternative to the stock market. Are they correct?
- You may not spend too much or run out of money in retirement. But you may make this easy mistake.
- 4 trillion dollars are sitting in these 401(k) accounts, and they may not be doing what they promised.
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The CBS Morning Show is following people getting ready for retirement. After the April market pull back, they visited with one couple from Boston who were feeling the pain of losing market money and wondering if they can get away from the ups and downs of the stock market.
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Charisse and her daughter Ella have fun with Dog Bite Awareness month. How big and bad is the dog after your retirement money?
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See omnystudio.com/listener for privacy information.
The number of people that have over a million dollars saved for retirement is shockingly low. Are your retirement concerns and planning that much different than a millionaire?
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See omnystudio.com/listener for privacy informat...
On this episode:
- If the up and down of the stock market bothers you, ask yourself THIS question.
- The number “they say” we need for retirement keeps going up. How many people are actually getting there?
- Who is the rottweiler of retirement?
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In the same way you don’t want to pack dangerous items in your luggage when you get on a plane…you don’t want a fire starter in your retirement plan. What do we need to look out for?
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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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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.
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:
- 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.
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,...
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!
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