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. đź’¬ Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
Episodes
Knowing your retirement income is as important as knowing your income in your working years. Avoiding the scenario of being “scared to spend.”
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On this week's show:
- The predictions for 2025 are all over the map.
- You can now pay off bills with your 401(k) match. Should you?
- Don’t leave your financial advisor without THIS.
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Social Security could be over 50% of your retirement income. Do you know the ins and outs of how to claim? Do you know how to maximize your benefit? A lot of people who took the Social Security test, didn’t do very good.
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The airline industry is making a killing on baggage and seat change fees. But they are rookies compared to the financial industry. Do you know how much you are paying?
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If you plan to sell a business or a property to fund your retirement, Charisse can show you how to defer and spread out that tax bill so it doesn't make such an impact in the year that you sell.
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On this week's show:
- We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious going into the new year?
- Will taxes on your Social Security be eliminated? And is that a good thing?
- Deferring Taxes: Lessons from Baseball Contracts
- The Tug of War: When to Retire
- Even Republicans and Democrats can agree there is a crisis in 4 areas of retirement.
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The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both.
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 Manag...
On this week's show:
- The implications of the recent election results on retirement planning, tax changes, and interest rates.
- What is the Great Wealth Transfer and why is your financial advisor not happy about it?
- The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions.
- Suze Orman says $2 Million in retirement savings is "chump change". Who is she talking to?
Finding a financial advisor is probably the most important step in getting ready for retirement. We have a list of 8 things you can do before you find your advisor.
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See omnystudio.com/listener for privacy information.
On this week's show:
- Worried about the stock market after the election?
- Developing your own personal pension.
- 8 things to check off your list before retirement.
- The advantages of choosing an independent financial advisor.
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 YouT...
Charisse sits down with Sheriff Billy Woods to talk about the importance of the 1% and half penny sales tax referendum for public safety in Marion County and how this funding will support law enforcement, fire departments, and emergency services, while also addressing the need for improved infrastructure and school safety.Â
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On this week's show:
- Why does Marion County need to make the current tax structure permanent? Charisse interviews Sheriff Billy Woods.Â
- How could your retirement be impacted by the election?Â
- Charisse does a side-by-side comparison of the candidates.
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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.Â
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...
Interview with Kevin Sheilley: President and CEO of the Ocala Metro Chamber and Economic Partnership
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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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?
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 informatio...
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?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Char...
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.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, ...
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.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Ch...
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