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
Social Security: The longer you wait, the bigger your check. But most people take it right away at 62. The Motley Fool gives 4 reasons why you might consider taking your benefit early. Does Charisse agree?
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On this week's show:
- Do you buy, sell, or sit tight in this market?
- We found the poster child for making your money last.
- Figuring out your paycheck in retirement.
- Why not take Social Security at 62?
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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The largest growing segment in the workforce is now people over the age of 75. But does that mean you should keep working? What if you don’t have to and you don’t even know it?
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On this week's show:
- There are things that you need in retirement that many financial advisors are not providing.
- Is 61 considered early retirement? Find out the average age when most people retire.
- Your 401(k) is an important piece of your retirement plan, but it comes up short in many ways
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Most people have a 401(k). But that is only one piece of a retirement. A full plan involves plans for investments, Social Security, taxes, estate and more.Â
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Most of us have some big dreams for retirement. But what if that dream is a budget buster? We have 4 splurges that you won’t regret in your retirement years.
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On this week's show:
- When the stock market starts to go negative, how do you avoid being victim of that downward momentum?
- Things that are worth spending money on.
- When the financial news has an agenda.
- 62, 66, 67, or 70? What is your Social Security strategy?
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 Mana...
Cash it out, roll it over, convert it. Your 401(k) has a number of options in retirement. What are the pros and cons of each one?
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 show:
- Your IRA: How does it help your tax picture and how many should you have?
- Is it possible to be TOO conservative with your investments?
- Is the recent market pullback a signal of recession?
- 4 options for your 401(k).
- The pros and cons of Medicare Advantage plans.Â
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In our Ask Charisse segment, we talk about taking money out of your IRA or 401(k).
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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On this week's show:
- One conservative talk show host declared that "Retirement is Stupid". We have another viewpoint.
- You think airline baggage fees are bad? Take a closer look at the financial industry.
- Suzi Orman talks Social Security and capital gains, but her advice could point you toward trouble.Â
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On this week's show:
- 92% of us are retired by age 75. Can we get you retired earlier?
- Answering your Social Security questions.
- You know your paycheck now, what is your paycheck in retirement?
- Warren Buffett wants you to make a list for retirement.
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Most of us love the idea of a monthly pension check in retirement. Yet few of us have one. If you don’t have an employer pension, have you discussed a personal pension? Â
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Some people plan for retirement focusing on everything that could go wrong. Some people plan hoping the stock market is going to return 10% every year. Should you be a pessimist, optimist, or realist?
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Most of us save most of our retirement money in a 401(k). Yet two articles popped up this week saying the Government wants to get rid of the 401(k) in less than 10 years. Why?
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One of the big challenges of a 401(k) is the lack of a pension-like paycheck in retirement. IBM thinks they may have found the answer. Could it work for you? OR could you do this yourself?
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In this episode of Retirement Coffee Talk Podcast:
- How do you develop income with your 401(k)? IBM thinks they have the answer.
- Kevin O’Leary has an eye-popping number we need to save for retirement.
- What can we learn about retirement from Tom Selleck?
- The biggest “tax misses” in retirement planning.
- How to fill the income gap when you don’t have enough.
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The 401(k) comes up short in a lot of ways. No income, limited choices, poor performance. Charisse shares ways to overcome some of these problems.
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 show:
- 12 thousand people will turn 65 every day in 2024.
- Are you ready for retirement?
- Has the 401(k) made any improvements in the last few years?
- Do you have to “lock up” your money in retirement?
- The changes in retirement laws in 2024.
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:...
Your mom told you not to touch the hot stove or you’ll get burned. The government and the financial industry are trying to use the same lesson with your 401(k). Is it good 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 Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy informat...
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