Retirement Coffee Talk
By Charisse Rivers
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Category: Investing
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Episodes: 455
Description
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!
| Episode | Date |
|---|---|
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Why Are You Still Writing Checks to the IRS in Retirement? | Can Your Portfolio Handle the Next Market Drop?
|
May 16, 2026 |
|
The Hidden Expenses That Sneak Up on Retirees
|
May 14, 2026 |
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Is Capping Social Security the Smart Fix—or a Distraction?
|
May 12, 2026 |
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Why Taking the “Wrong” Retirement Withdrawal Can Cost More Than You Think | New Social Security Ideas Keep Surfacing—Here’s Why
|
May 09, 2026 |
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Why “Buying the Dip” Can Work Against Retirees | The Retirement Costs Nobody Warns You About
|
May 02, 2026 |
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What Can Get in the Way of Your Retirement Timing
|
Apr 30, 2026 |
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Avoid These 5 Mistakes Before Retirement
|
Apr 28, 2026 |
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What Could You Find in Retirement That Would Give You “Sticker Shock?” | Are You Having a Hard Time Dealing with Inflation?
|
Apr 25, 2026 |
|
What Is Your Measure of Stock Market Success? | The Secret to Retirement Happiness Many Have Discovered
|
Apr 21, 2026 |
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Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating
|
Apr 11, 2026 |
|
Interview with Curtis Wynn CEO of SECO Energy
|
Apr 07, 2026 |
|
How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy
|
Apr 04, 2026 |
|
Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?
|
Apr 02, 2026 |
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Over 30% of Retirees Make THIS Costly Mistake
|
Mar 31, 2026 |
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Where Do I Put My Money to Get Me the Retirement Paycheck I Need? | Will the 2026 Stock Market Stay on the Roller Coaster?
|
Mar 28, 2026 |
|
John Calipari on Coaching, Curiosity, and Planning Life After Basketball
|
Mar 25, 2026 |
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If You Are Losing Money in the Stock Market, When Is Enough, Enough?
|
Mar 24, 2026 |
|
Can My Retirement Plan Be Like My Car GPS? | To Pay Off Your Mortgage or Not
|
Mar 21, 2026 |
|
This May Be Your Biggest Challenge If You Want to Retire Early
|
Mar 17, 2026 |
|
What’s More Important to You: Growing Your Money or Protecting It? | Watch Out for This Early Retirement Trap
|
Mar 14, 2026 |
|
Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Between People Who Are Preparing for Retirement and Those in Retirement | The Mistake Over 30% of Retirees Make
|
Mar 07, 2026 |
|
Interview: Chester Weber – Live Oak International
|
Mar 03, 2026 |
|
As Interest Rates Go Down, What Should You Do with Your Retirement Money? | You Lose Your Job 2 Years Before Retirement: Now What? | Interview With Chester Weber at Live Oak International
|
Feb 28, 2026 |
|
Should Gold Be a Part of Your Portfolio? | How Hard Is Your Advisor Really Working for You? | Will AI Eliminate Retirement Planning and Saving?
|
Feb 21, 2026 |
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How Do You Create Your Paycheck in Retirement?
|
Feb 17, 2026 |
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The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense
|
Feb 14, 2026 |
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Why the Numbers They Tell You to Save Are Wrong
|
Feb 10, 2026 |
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Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
|
Feb 09, 2026 |
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THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance
|
Jan 31, 2026 |
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10 Signs You Know It’s Time to Retire
|
Jan 27, 2026 |
|
Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
|
Jan 24, 2026 |
|
There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?
|
Jan 20, 2026 |
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The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?
|
Jan 17, 2026 |
|
She Says, "It Was the Worst Retirement Decision of My Life"
|
Jan 13, 2026 |
|
Will 2026 Be a Better Year to Retire Than 2025? | Can “Buying the Dip” Be Successful? | The 4 Most Common Questions for Financial Advisors
|
Jan 10, 2026 |
|
Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
|
Jan 06, 2026 |
|
What Are the Chances the Market Will Be Up 4 Years in a Row? | Red Flags to Watch Out for When Choosing an Advisor | Interview with Karen and Shannon Cobbs of Grandview Clydesdales
|
Jan 03, 2026 |
|
Another Idea to Save Social Security
|
Dec 31, 2025 |
|
Oreo Flavors Gone Wild: Would You Eat a Turkey Cookie? | Target Date Funds: The Risk You Didn’t See Coming | Can You Really Afford to Gift Your Kids $200,000? | Should You Pay Off Everything Before Retiring?
|
Dec 27, 2025 |
|
Are You Set Up to Get Retirement Royalties?
|
Dec 24, 2025 |
|
Is the New Vanguard 401(k) Offering a Good Deal? | 4 Things People Want from Their Retirement Plan | 75% of People Try to Do Their Own Retirement Plan. What Do They Usually Miss?
|
Dec 20, 2025 |
|
Should Dividend Paying Stocks Be a Part of Your Retirement Plan?
|
Dec 18, 2025 |
|
Should You Pay Off Your House Before You Retire?
|
Dec 16, 2025 |
|
Is Retirement the Most Complex Financial Time of Your Life? | If the Market Is Down, Do You Cut Back on the Fun? | How Uncle Sam Has Your 401(k) in a Headlock
|
Dec 13, 2025 |
|
Don’t Let Money Worries Steal Your Joy in Retirement
|
Dec 06, 2025 |
|
3 Things You Can Do with Your 401(k) at Retirement
|
Dec 02, 2025 |
|
Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support
|
Nov 29, 2025 |
|
What Oreo Cookies Can Teach Us about Retirement
|
Nov 25, 2025 |
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A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
|
Nov 22, 2025 |
|
80% of Us Could Be Making This Retirement Mistake!
|
Nov 18, 2025 |
|
A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement
|
Nov 15, 2025 |
|
Shohei Ohtani Teaches Us a Retirement Lesson
|
Nov 11, 2025 |
|
A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money
|
Nov 08, 2025 |
|
RMDs and Rollovers: Your 401(k) and Retirement
|
Nov 04, 2025 |
|
How Do People Really Spend in Retirement? | Putting the 4% Rule to a History Test | It’s Time for RMD Math | A Life Change That Also Triggers a Change in Financial Advisors
|
Nov 02, 2025 |
|
The Mag 7 and The Suspicious 8
|
Oct 28, 2025 |
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What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?
|
Oct 25, 2025 |
|
Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars
|
Oct 21, 2025 |
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You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products?
|
Oct 18, 2025 |
|
You Love Working on Your Investments Every Day. Do You Have To?
|
Oct 14, 2025 |
|
What Happens to Markets During a Government Shutdown? | Is Inflation Still a Big Retirement Issue? | Data on How People Spend Their Money in Retirement
|
Oct 11, 2025 |
|
Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation
|
Oct 07, 2025 |
|
Should Your Retirement Spending Go Down if the Market Goes Down? | Uncle Sam Has a Headlock on Your 401(k) | There’s New Interest in Dividend-Paying Stocks. Why?
|
Oct 04, 2025 |
|
Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event
|
Oct 03, 2025 |
|
The Five Golden Rules of Retirement Planning
|
Sep 30, 2025 |
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Will Lower Interest Rates Affect Your Retirement? | Figuring Out Your Five “L”s of Retirement | What to Know About the Medicare Open Enrollment
|
Sep 27, 2025 |
|
7 Long Time Retirement Rules We Give You Permission to Break
|
Sep 23, 2025 |
|
Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon
|
Sep 20, 2025 |
|
Medicare Season: What You Need to Know!
|
Sep 16, 2025 |
|
You Don’t Need a Million Dollars to Retire | What to Consider When You Inherit Money | The Medicare Window Opening Soon: Do You Need to Make a Move?
|
Sep 13, 2025 |
|
Vanguard Says Pull Way Back on Risk. Are They Right?
|
Sep 09, 2025 |
|
Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.
|
Sep 06, 2025 |
|
Are There Parts of Your Retirement Portfolio That Are “Over-Stuffed”? | How Much Does an IRA-to-Roth Conversion Help | A Major Corporation Slashed It's Dividend: Is This a Trend?
|
Aug 30, 2025 |
|
Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire
|
Aug 26, 2025 |
|
Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.
|
Aug 23, 2025 |
|
Over 70% of People in Retirement Say They Wish They Had Done THIS
|
Aug 19, 2025 |
|
Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances
|
Aug 16, 2025 |
|
7 Places NOT to Put Your Retirement Money
|
Aug 12, 2025 |
|
The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?
|
Aug 09, 2025 |
|
Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”
|
Aug 05, 2025 |
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The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?
|
Aug 02, 2025 |
|
70% of People in a Study Say THIS Will Be Key to a Successful Retirement
|
Jul 29, 2025 |
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5 Things to Give You the Green Light for Retirement
|
Jul 26, 2025 |
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A Common Find in Our Retirement Portfolio X-Ray
|
Jul 22, 2025 |
|
How Has the Big Beautiful Bill Changed Your Retirement Planning?
|
Jul 19, 2025 |
|
If You Die with Millions, Your Financial Plan Failed!
|
Jul 15, 2025 |
|
Are You Addicted to the Growth of the Stock Market? | The #1 Spending Problem People Face in Retirement | This 401(k) Choice May Not Be Working for You | Two Forces That May Grab HALF of Your Retirement Savings
|
Jul 12, 2025 |
|
Do You Have to Be On the Market Roller Coaster?
|
Jul 08, 2025 |
|
The Angry Dog Ready to Take a Bite Out of Your Retirement Money
|
Jul 05, 2025 |
|
97% of You Fall into This Category for Retirement Planning
|
Jul 01, 2025 |
|
At What Point Do You Get Off the Market Roller Coaster? | How Many People Have Actually Saved 1 Million Dollars for Retirement? You’ll Be Shocked | What Could Take the Biggest Bite Out of Your Retirement Money?
|
Jun 28, 2025 |
|
Do You Have a “Fire Starter” in Your Retirement Plan?
|
Jun 24, 2025 |
|
75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised
|
Jun 21, 2025 |
|
If I’m in Retirement for 25 years, Why am I NOT a Long-Term Investor?
|
Jun 17, 2025 |
|
Reasons to Consider an IRA-to-Roth Conversion
|
Jun 10, 2025 |
|
The Magic Savings Number for Retirement Has Dropped! | A 90-Year-Old Runs into a Huge Tax Problem! | Studies Show if You Do THIS, You Will Have More to Spend in Retirement
|
Jun 07, 2025 |
|
IRA Conversion Alert
|
Jun 03, 2025 |
|
Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan
|
May 31, 2025 |
|
Are You Spending Enough in Retirement?
|
May 27, 2025 |
|
Don’t Miss This Essential Retirement Strategy
|
May 24, 2025 |
|
Where Would You Rather Play: Vegas or the Stock Market?
|
May 20, 2025 |
|
Why are People Going Back to Work in Their 70s? | What May Be Holding Back Your 401(k) Performance | Deciding When to Start Your Social Security Check | The Greatest Gift the Government Has Given Us in Retirement Planning
|
May 17, 2025 |
|
Bill Murray and His Brothers with Retirement Advice
|
May 13, 2025 |
|
Are You Ready for the Market’s Next Move? | Understanding RMDs | Vegas vs. The Market: Which has Better Odds? | Bill Murray Doesn’t Like Fees
|
May 10, 2025 |
|
Is Your Retirement Portfolio Missing This Key Strategy?
|
May 06, 2025 |
|
What is Your Retirement MVP?
|
May 03, 2025 |
|
How Do I Plan for Retirement When I Don’t Know How Long I’m Going to Live?
|
Apr 29, 2025 |
|
How to Keep Calm in Financial Turbulence | Should Gold Be Part of Your Retirement Plan? | Do you have a plan for generating income during market downturns? | Are you ready to tackle retirement taxes?
|
Apr 26, 2025 |
|
Is It Possible to Live Solely on Dividend Income During Retirement?
|
Apr 22, 2025 |
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Don’t Accept Cookie Cutter Portfolios From Your Advisor
|
Apr 19, 2025 |
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Financial and Emotional Steps to Deal with These Crazy Markets
|
Apr 15, 2025 |
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How Do You “Shut the Gate” on Your Current Market Losses? | The Fight You May Be Losing in Your Retirement Accounts | What to Do If Your Spouse Shows Signs of Dementia | The Saving Number for Retirement Just Got Bigger. Is It Accurate?
|
Apr 12, 2025 |
|
Medicare Tutorial with Rob Main
|
Apr 08, 2025 |
|
What would happen if we applied the DOGE concept to your retirement accounts? | You’ve heard of the 60/40 portfolio. What is the Zinnia Wealth mix of 40-30-20-10? | The ins and outs of Medicare with Rob Main
|
Apr 05, 2025 |
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4 Things People Want to Know from Their Financial Advisor Right Now
|
Apr 01, 2025 |
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Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor
|
Mar 29, 2025 |
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Is Dave Ramsey Steering You Wrong on Social Security?
|
Mar 25, 2025 |
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Protecting your retirement account from a recession | Can you retiree or do you really have to work one more year? | Dave Ramsey has foot in mouth disease…again!
|
Mar 22, 2025 |
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What does Tony Robbins have against your 401(k)?
|
Mar 18, 2025 |
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What is going on in the stock market? Is it going to get worse? | Why is Tony Robbins beating up 401(k)s? | There’s a new annuity option in some 401(k)s. Is it worth looking at? | How do we deal with the possible cut back in Social Security?
|
Mar 15, 2025 |
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Interview with Ryan Stewart of McKenney Chiropractic Center
|
Mar 11, 2025 |
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Are We Seeing Signs of a 2025 Market Correction? | Finding Your Sweet Spot for Social Security | Why is This a Great Time for an IRA-to-Roth Conversion? | Chiropractor Ryan Stewart Joins Us to Talk About Dealing with Back Pain
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Mar 08, 2025 |
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Is Your Financial Advisor the Right Fit for You?
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Mar 04, 2025 |
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Is the Advice from Financial Celebrities Worth Anything?
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Mar 01, 2025 |
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6 Reasons People Avoid Financial Advisors
|
Feb 25, 2025 |
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Is the Stock Market Getting Too Risky? | Is Now the Time to Reevaluate Your Portfolio? | Could You Really Get 1.5 Million in Social Security? | When is the Best Time for an IRA-to-Roth Conversion?
|
Feb 22, 2025 |
|
Why are People Delaying Retirement? | RMDs: What You Need to Know | Now Might Be the Time for a Roth Conversion
|
Feb 18, 2025 |
|
Is Your Health Putting Your Retirement at Risk? - Part 2
|
Feb 15, 2025 |
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Something New in 401(k)s That Some Like, But Others Don't | Don't Be Bad Santa When Giving Money to Your Kids | The Top 3 Reasons People Don't Spend Money in Retirement
|
Feb 11, 2025 |
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Is Your Health Putting Your Retirement at Risk? - Part 1
|
Feb 08, 2025 |
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The Number One Question People are Asking About Their 401(k)
|
Feb 04, 2025 |
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Has your 401(k) accidently become a “Tech Fund?” | Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan
|
Feb 01, 2025 |
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How much will an IRA-to-Roth Conversion save you?
|
Jan 28, 2025 |
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What can gift cards teach us about retirement? | When your CD comes due, what’s next for your money? | One advisor who says 100% risk before AND IN retirement
|
Jan 25, 2025 |
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When is the worst time to see a financial advisor?
|
Jan 21, 2025 |
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Should a change in President have you worried about the Market? | Don't have a pension? Can you create your own? | The Top 8 things you can do to get ready for retirement | Many people are wrong about how social security works | What does ice cream have to do with retirement planning?
|
Jan 18, 2025 |
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Is it Possible to Save Too Much in Your 401(k)?
|
Jan 14, 2025 |
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Never walk out the door without THIS from your financial advisor
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Jan 11, 2025 |
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The Top 5 Things People Miss When They Do Their Own Retirement Planning
|
Jan 07, 2025 |
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Where do you put your retirement money in 2025? | The #1 reason people sought out a financial advisor in 2024 | If you try to DIY your retirement, here are the top 5 things people usually miss
|
Jan 04, 2025 |
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Interview with Marion County Fire and Rescue Chief James Banta
|
Dec 31, 2024 |
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Interview with Ocala Police Chief Mike Balken
|
Dec 28, 2024 |
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What’s more important in retirement, protection, or growth?
|
Dec 24, 2024 |
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Finding the Right Balance Between Protection and Growth in Retirement | Is cash still king? | Should you jump in on the Trump Bump?
|
Dec 21, 2024 |
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How much do you need to save to have a $100k-a-year retirement?
|
Dec 17, 2024 |
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Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret | How to protect your retirement from Uncle Sam | How much do you need to generate 100k a year in retirement?
|
Dec 14, 2024 |
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Do you know what your retirement paycheck is?
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Dec 10, 2024 |
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Predictions for 2025: Can you trust them? | Is the new option for your 401(k) a good move? | What is job #1 in retirement planning?
|
Dec 07, 2024 |
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Could you pass a test about Social Security?
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Dec 03, 2024 |
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Death, taxes, and now FEES
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Nov 30, 2024 |
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Selling a business before retirement?
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Nov 26, 2024 |
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The Market is Up After the Election, But Should You Still Be Cautious? | Thanksgiving Traditions and Retirement Planning | A Tax Lesson from the Los Angeles Dodgers | 4 Things Republicans & Democrats Agree on Pertaining Retirement
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Nov 23, 2024 |
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How to Protect Your Retirement from Uncle Sam
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Nov 19, 2024 |
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How will the results of the election affect your retirement? | Someone is not happy about the Great Wealth Transfer | How to protect your retirement from Uncle Sam
|
Nov 16, 2024 |
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The Top 8 Easy Things You Can Do to Get Ready for Retirement
|
Nov 12, 2024 |
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What usually happens to the stock market after an election? | Workers want their pensions back. What if you don’t have one? | The Top 8 things you can do to get ready for retirement | Why should you choose an independent financial advisor?
|
Nov 09, 2024 |
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Interview: Marion County Sheriff Billy Woods
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Nov 04, 2024 |
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Sheriff Billy Woods weighs in on the needs of Marion County | Charisse looks at the important retirement issues with a policy comparison of Trump and Harris
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Nov 02, 2024 |
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Voting for Your Financial Future
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Oct 29, 2024 |
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Interview with Michelle Stone, Marion Co. D-5 Commissioner | The Election and Your Retirement
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Oct 26, 2024 |
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Interview with Kevin Sheilley: President and CEO of the Ocala Metro Chamber and Economic Partnership
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Oct 22, 2024 |
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Interview with Kevin Sheilley | How much do you need to generate 100k a year in retirement? | Will the latest Social Security proposal work? | 60% of people are saying they will do what many people in retirement regret.
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Oct 19, 2024 |
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Interview with Ocala Mayor Ben Marciano
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Oct 15, 2024 |
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Interview with Ocala Mayor Ben Marciano | How is planning for Ocala’s future like planning for your retirement future? | The Medicare Open Enrollment window is open. What do you need to know? | Another proposal to help Social Security. Will it work?
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Oct 12, 2024 |
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The Power of Leadership in Personal and Financial Growth
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Oct 08, 2024 |
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The Importance of Leadership in Personal Growth and Financial Success | What is Holistic Retirement Planning? | Navigating Tax Changes for Retirement | Is the 60-40 Portfolio Making a Comeback?
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Oct 05, 2024 |
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Proof That You Don’t Need Over a Million Dollars to Retire
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Oct 01, 2024 |
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A Retirement Lesson from Eddie Murphy
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Sep 28, 2024 |
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Five Things Older Retirees Regret About Retirement
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Sep 24, 2024 |
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The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson from Eddie Murphy & James Brown | When to Claim Social Security | The 401(k) Tax Bomb
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Sep 21, 2024 |
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It’s the biggest time of the year for Give4marion.org. What you need to know.
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Sep 17, 2024 |
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Getting involved in our community with give4marion.org | Getting the help you need with your 401(k) | Retirement in Florida is getting more and more expensive | What if you need more income?
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Sep 14, 2024 |
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Check Off These Important Retirement Points Before the End of the Year
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Sep 10, 2024 |
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Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining the confidence you won’t run out of money | What should your end of the year retirement meeting look like?
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Sep 07, 2024 |
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5 Ways to Plan for Long Term Care
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Sep 05, 2024 |
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5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for so many reasons | How to avoid this 10,000 dollar a month event in retirement
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Sep 04, 2024 |
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The tax code has over 70 thousand pages! Do you know which ones to use for a better retirement?
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Aug 29, 2024 |
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Can you have a great retirement without being a financial expert?
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Aug 27, 2024 |
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Tax free, taxable, tax deferred. What does it all mean?
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Aug 20, 2024 |
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The stock market went down 1000 points in a day. What happened? | Are cash and bonds a good place for safety? | Having the right mix in taxes | Should the election guide your financial decisions?
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Aug 17, 2024 |
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Medicare is a maze. How do you get started?
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Aug 15, 2024 |
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Understanding the Recent Market Drop and How You Should Respond
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Aug 13, 2024 |
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3 Ways to Create Income in Retirement
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Aug 06, 2024 |
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Calming Your Financial Worries About Election Turmoil and Markets
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Jul 30, 2024 |
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Can the election turmoil hurt your retirement? | Ideas on how to create your retirement paycheck | People in their 80s discuss how they would do retirement differently | The changes in retirement laws you need to know about
|
Jul 29, 2024 |
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Signs You May Be Better Prepared for Retirement Than You Think
|
Jul 09, 2024 |
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How the Grilled Cheese Foundation is Helping Our Community
|
Jul 02, 2024 |
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Are we on the verge of a market bubble burst? | Signs you may be better off than you think for retirement
|
Jul 01, 2024 |
|
Your Retirement Readiness Check List
|
Jun 25, 2024 |
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Our Government is thinking about eliminating the 401(k)!
|
Jun 18, 2024 |
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Pensions: Is taking lump sum the right call?
|
Jun 11, 2024 |
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Navigating the Maze of Financial Fees in Retirement
|
Jun 04, 2024 |
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Importance of Income Planning in Retirement | Uncovering Hidden Fees | Pensions: Is taking lump sum a good idea? | Why is Uncle Sam rooting on your 401(k)?
|
Jun 01, 2024 |
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In Retirement Planning, Seeing is Believing
|
May 28, 2024 |
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What is “sell in May and go away mean?” | Will Social Security sink like the Titanic? | Understanding your investment speed limit
|
May 25, 2024 |
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Should you buy gold at the same place you buy your mayonnaise?
|
May 21, 2024 |
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When your advisor says, “This too shall pass.” | Should you buy gold? | What is your “side hustle” for income in retirement? | When your portfolio needs a good scrubbing
|
May 18, 2024 |
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The Motley Fool says these are 4 good reasons to take Social Security at 62
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May 14, 2024 |
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Is this a good time to buy stocks? | They have found the world’s oldest living man | What is job #1 in retirement planning? | Good reasons to take Social Security early
|
May 13, 2024 |
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The Problem With: I’ll Just Work Forever and Never Retire
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May 07, 2024 |
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How some financial advisors are failing retirees | You may be shocked at what age is considered early retirement | A 401(k) plan is not a retirement plan | A strategy where you can save less and get more
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May 03, 2024 |
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Your 401(k) Plan is NOT a Retirement Plan
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Apr 30, 2024 |
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Splurges that are worth it in retirement
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Apr 23, 2024 |
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Avoiding big losses when the market turns negative | What is the average monthly spend in retirement? | Are you missing out on your share of 3.4 trillion dollars?
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Apr 20, 2024 |
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Four Options for How to Use Your 401(k)
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Apr 16, 2024 |
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Tax Talk: IRAs, 401(k)s, and more
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Apr 15, 2024 |
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Ask Charisse: Being Smart About Taking Money Out of Your 401(k)
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Apr 10, 2024 |
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Our response to: Retirement is stupid!
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Apr 08, 2024 |
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Let’s dump the idea of working forever | Figuring out your Social Security strategy | Building your retirement paycheck | Warren Buffett’s 5/25 Rule
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Apr 04, 2024 |
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No pension, no problem. Let’s build one!
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Apr 02, 2024 |
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Should you plan retirement as an optimist or a pessimist?
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Mar 26, 2024 |
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The Government wants to eliminate the 401(k)!
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Mar 12, 2024 |
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Could this 401(k) idea change retirement?
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Mar 05, 2024 |
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A Retirement Lesson from Tom Selleck
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Feb 27, 2024 |
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Is the 401(k) getting any better?
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Feb 13, 2024 |
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2024 is the peak of baby boom retirement
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Feb 10, 2024 |
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The Hot Stove Lesson of Your 401(k)
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Feb 06, 2024 |
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Is there a financial crisis coming?
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Feb 03, 2024 |
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Are you about to get a love letter from the IRS?
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Feb 01, 2024 |
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Helpful Tax Moves You May Not Know About
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Jan 25, 2024 |
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Four moves that can help you reduce your tax bill
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Jan 23, 2024 |
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3 Burning Topics on Minds of Retirees
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Jan 16, 2024 |
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How will the financial stories of 2023 unfold in 2024?
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Jan 09, 2024 |
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Can you retire without long-term care insurance? The answer may be yes!
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Jan 02, 2024 |
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Florida shows up big on the "Best Places to Retire" list!
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Dec 26, 2023 |
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Are CDs, I-Bonds, Treasuries, and annuities too high maintenance?
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Dec 19, 2023 |
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Your checklist 5 years before retirement
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Dec 12, 2023 |
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Has Dave Ramsey gone off the rails?
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Dec 05, 2023 |
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How fees can eat up your retirement money
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Nov 28, 2023 |
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What the history of taxes tells us about our future
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Nov 21, 2023 |
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Alternatives to the 60/40 Portfolio
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Nov 14, 2023 |
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Four Things You Need to Consider Before Retirement
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Nov 07, 2023 |
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Is part of your retirement plan experiencing a 2008?
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Oct 31, 2023 |
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Using your 401k in retirement
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Oct 24, 2023 |
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Inheritance planning – Protect me, from me!
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Oct 17, 2023 |
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Should you change your Medicare Plan?
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Oct 10, 2023 |
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A Scholarly Perspective on Today's Retirement Planning
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Sep 26, 2023 |
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Risk Aversion and Retirement Planning
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Sep 19, 2023 |
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A shocking revelation from the world’s biggest investment company
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Sep 12, 2023 |
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Full Show 9/9/23
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Sep 09, 2023 |
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Ask Charisse – Should I buy gold?
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Sep 05, 2023 |
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Will Uncle Sam take a bite out of your Social Security?
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Aug 31, 2023 |
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When is the right time to take Social Security?
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Aug 29, 2023 |
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A retirement lesson from Jerry Seinfeld
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Aug 21, 2023 |
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Is Billy the Kid managing your retirement?
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Aug 15, 2023 |
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Welcome to the Retirement Coffee Talk Podcast with Charisse Rivers
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Aug 13, 2023 |
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84% of us are making this retirement mistake
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Aug 09, 2023 |
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Candace Owens gives advice to women on preparing for retirement
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Aug 07, 2023 |
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Country Singer Gary LeVox Shares His Plan For Retirement
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Jul 29, 2023 |
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Addicted to stocks? It might be time for rehab!
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Jul 24, 2023 |
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Ask Charisse – Questions from our listeners
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Jul 17, 2023 |
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Charisse gets real with her listeners!
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Jul 10, 2023 |
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Financial Independence: Unlocking Freedom and Peace of Mind
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Jul 03, 2023 |
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What About Annuities? Hear real questions from listeners and real answers from Charisse Rivers
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Jun 21, 2023 |
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Navigating Social Security: Debunking Online Misinformation
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Jun 21, 2023 |
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Retirement Planning: The Importance of a Second Opinion Review
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Jun 21, 2023 |
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Wisdom from Warren Buffett: The Power of a Written Retirement Plan
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Jun 21, 2023 |
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Father’s Day Special
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Jun 19, 2023 |
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(Part 4 of 4) The 7 Biggest Mistakes People Make Before Retirement
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May 22, 2023 |
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(Part 3 of 4) The 7 Biggest Mistakes People Make Before Retirement
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May 22, 2023 |
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(Part 2 of 4) The 7 Biggest Mistakes People Make Before Retirement
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May 22, 2023 |
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(Part 1 of 4) The 7 Biggest Mistakes People Make Before Retirement
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May 22, 2023 |
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Honoring Mom Before and After Retirement
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May 15, 2023 |
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Full Show 5/13/23
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May 13, 2023 |
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Protecting your money from the Wall Street casino
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May 08, 2023 |
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Full Show 5/6/23
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May 06, 2023 |
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De-taxing your IRA
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May 01, 2023 |
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Full Show 4/29/23
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Apr 29, 2023 |
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Is the 60/40 portfolio working again?
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Apr 24, 2023 |
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Full Show 4/22/23
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Apr 22, 2023 |
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The difference between taxes in your working years and taxes in retirement
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Apr 17, 2023 |
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Full Show 4/15/23
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Apr 15, 2023 |
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Should I pay off my house before I retire?
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Apr 10, 2023 |
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Full Show 4/8/23
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Apr 08, 2023 |
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The Slam Dunks of Retirement Planning
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Apr 03, 2023 |
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Full Show 4/1/23
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Apr 01, 2023 |
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Get out of your 60-40 portfolio
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Mar 27, 2023 |
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Full Show 3/25/23
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Mar 25, 2023 |
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Charisse Interviews John Calipari
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Mar 20, 2023 |
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Full Show 3/18/23
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Mar 18, 2023 |
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What you get with a Zinnia Wealth financial plan
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Mar 13, 2023 |
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Full Show 3/11/23
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Mar 11, 2023 |
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What makes Zinnia Wealth different?
|
Mar 09, 2023 |
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Getting rid of the worry about retirement
|
Mar 06, 2023 |
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Full Show 3/4/23
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Mar 04, 2023 |
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Conditions are better now to slowly phase into retirement
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Feb 27, 2023 |
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Full Show 2/25/23
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Feb 25, 2023 |
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How will your plan react to long-term 4 to 5 percent inflation?
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Feb 20, 2023 |
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Full Show 2/18/23
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Feb 18, 2023 |
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How do you choose the right advisor with the right skills for your needs?
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Feb 13, 2023 |
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Wall Street’s all-season portfolio has failed. How can you improve it?
|
Feb 06, 2023 |
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Full Show 2/4/23
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Feb 06, 2023 |
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I want to retire, but can I in this down market?
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Jan 31, 2023 |
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Full Show 1/28/23
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Jan 30, 2023 |
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Does your retirement plan have inflation protection?
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Jan 23, 2023 |
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Full Show 1/21/23
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Jan 21, 2023 |
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How long will your million dollars last in retirement?
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Jan 16, 2023 |
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Full Show 1/14/23
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Jan 14, 2023 |
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Building a retirement strategy for 2023
|
Jan 09, 2023 |
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Full Show 1/7/23
|
Jan 07, 2023 |
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Best Of Show 12/24/22
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Dec 24, 2022 |
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Do you have a long term or short-term plan for market risk?
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Dec 19, 2022 |
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Full Show 12/17/22
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Dec 17, 2022 |
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How often should you meet with your advisor
|
Dec 12, 2022 |
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Full Show 12/10/22
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Dec 12, 2022 |
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You may have a spending problem
|
Dec 05, 2022 |
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Full Show 12/3/22
|
Dec 03, 2022 |
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New tax laws for 2023
|
Nov 21, 2022 |
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Full Show 11/19/22
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Nov 19, 2022 |
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Is there such a thing as too much income in retirement?
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Nov 14, 2022 |
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Full Show 11/12/22
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Nov 12, 2022 |
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Full Show 10/29/22: How long before we are out of this recession? How much cash on the side is too much? Target Date Funds: Do they work? If Bonds aren’t working, what’s next?
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Oct 29, 2022 |
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Interview with Country Music Star Jason Aldean
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Oct 28, 2022 |
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How sequence of return risk can derail your retirement
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Oct 24, 2022 |
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New inflation number. Retiring in a down market. Vanguards 10-year forecast. Ask Charisse: The IRA to Roth conversion. Retirement lessons from McDonalds.
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Oct 22, 2022 |
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Interest rates are going up everywhere, why not at the bank?
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Oct 17, 2022 |
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Rates that are better than the bank. How much cash should you have on the side? New risky choices in your 401(k). Ask Charisse: Variable annuities?
|
Oct 15, 2022 |
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Ask Charisse: Should I change to a Medicare Advantage Plan?
|
Oct 10, 2022 |
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Where is the market headed? | The Medicare window opens in October. Should I switch plans? | What type of planner do you need for retirement?
|
Oct 08, 2022 |
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Is your financial house ready for a hurricane?
|
Oct 03, 2022 |
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Preparing for a financial hurricane | The things many of us get wrong as we get ready for retirement | Tax tips before the end of the year
|
Oct 01, 2022 |
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Do your retirement accounts have a balance problem?
|
Sep 26, 2022 |
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Is the Fed helping or hurting? | Is your retirement money in balance? | Another celebrity death and again, no will | The 4% rule revisited | Can tax loss harvesting help you?
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Sep 24, 2022 |
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Ask Charisse: Am I a good candidate for an IRA to Roth conversion?
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Sep 19, 2022 |
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Answering the big question: Can I retire?
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Sep 12, 2022 |
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The confidence doesn’t come from your account balance
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Aug 29, 2022 |
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Is a reverse mortgage right for me?
|
Aug 22, 2022 |
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Should I dump my advisor?
|
Aug 15, 2022 |
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Zinnia Wealth filling an important space in the financial industry
|
Aug 08, 2022 |
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Will inflation make you cut back on your fun money?
|
Jul 25, 2022 |
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How do you plan when you can’t predict the market?
|
Jul 18, 2022 |
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The stock market isn’t the only game in town
|
Jul 11, 2022 |
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How long with this inflation last?
|
Jun 27, 2022 |
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Interview with former Vice President Mike Pence
|
Jun 20, 2022 |
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Action steps to take if we have a “financial hurricane” coming
|
Jun 13, 2022 |
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Will Uncle Sam give retirees a tax break?
|
Jun 06, 2022 |
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Is our stock market on the way up or down in the economic cycle?
|
May 23, 2022 |
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Charisse Rivers interviews Bill Murray and his brothers
|
May 16, 2022 |
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Jason Aldean Interview
|
Apr 23, 2022 |
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Are bonds, pensions, and annuities keeping up with inflation?
|
Apr 18, 2022 |
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The legacy planning question
|
Apr 11, 2022 |
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Are you sabotaging your retirement?
|
Apr 04, 2022 |
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Income or interstellar?
|
Mar 28, 2022 |
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What to do during these crazy markets
|
Mar 14, 2022 |
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Are you tempted to tinker with your 401(k)?
|
Mar 07, 2022 |
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Making you an Income Wizard
|
Feb 28, 2022 |
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Getting the specific help you need in retirement
|
Feb 07, 2022 |
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Has your retirement account drifted into too much risk?
|
Jan 31, 2022 |
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What to do with a windfall
|
Jan 24, 2022 |
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What will give you the confidence to retire?
|
Jan 10, 2022 |
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Gifts or coal? What is hidden in your portfolio?
|
Dec 20, 2021 |
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The Fruitcake of financial planning
|
Dec 14, 2021 |
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You hit your number! Is it enough?
|
Dec 06, 2021 |
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The disconnect between advisors and their clients
|
Nov 25, 2021 |
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How women are being underserved by the financial industry
|
Nov 22, 2021 |
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Interview with Isiah Thomas
|
Nov 13, 2021 |
|
Financial items to address before the end of the year
|
Nov 08, 2021 |
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Interview with Stephen A. Smith
|
Oct 04, 2021 |
|
Interview with Michael Irvin
|
Sep 20, 2021 |
|
How much do you need to save for retirement?
|
Sep 13, 2021 |
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Lesson from John Calipari
|
Aug 30, 2021 |
|
How will you be taxed in retirement?
|
Aug 23, 2021 |
|
The four areas people say they want financial help
|
Aug 16, 2021 |
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Will Social Security be there for you?
|
Jul 26, 2021 |
|
Avoiding the big financial mistake
|
Jul 12, 2021 |
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Protecting your money...from Uncle Sam
|
Jun 21, 2021 |
|
Don’t miss this retirement planning opportunity
|
Jun 14, 2021 |
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Let’s Stress Test your retirement plan
|
Jun 07, 2021 |
|
The “Golden Egg” of retirement planning
|
May 31, 2021 |
|
Interview with Chase Rice
|
May 17, 2021 |
|
Congress has some crazy ideas to change retirement planning
|
May 10, 2021 |
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Interview with the Murray Brothers
|
May 03, 2021 |
|
Interview with Chuck Pagano
|
Apr 23, 2021 |
|
Interview with Bruce Bowen
|
Apr 23, 2021 |
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Interview with Bruce Arians
|
Apr 23, 2021 |
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Interview with Eddie George
|
Apr 23, 2021 |
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Interview with Emmitt Smith
|
Apr 23, 2021 |
|
Interview with Debbe Dunning
|
Apr 23, 2021 |
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Interview with Tim Allen and Richard Karn
|
Apr 21, 2021 |
|
Who’s your Retirement Caddy?
|
Apr 12, 2021 |
|
Will the last year of Covid be like your retirement?
|
Mar 29, 2021 |
|
Is inflation coming back?
|
Mar 15, 2021 |
|
What is tax rate arbitrage, and can it help you?
|
Feb 22, 2021 |
|
Your Social Security check may be in danger
|
Feb 15, 2021 |
|
What do you get from a meeting at Zinnia Wealth?
|
Feb 08, 2021 |
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The 3 biggest questions people are asking me right now
|
Feb 01, 2021 |
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What to check and what to watch out for in your 401(k)
|
Jan 25, 2021 |
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What financial lesson did we learn from 2020?
|
Jan 18, 2021 |
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When is it time to move money?
|
Jan 11, 2021 |
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Doing the math on your retirement
|
Dec 14, 2020 |
|
Congratulations! You’re a 401(k) millionaire!
|
Dec 07, 2020 |
|
What can a Kit Kat Bar teach us about taxes?
|
Nov 23, 2020 |
|
Has the pandemic changed your questions about retirement?
|
Nov 09, 2020 |
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You want to start talking about retirement. What does that first meeting look like?
|
Nov 02, 2020 |
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Can you trust where your advisors says "You're going to be ok"?
|
Oct 19, 2020 |
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Will politicians ruin the 401(k)?
|
Oct 12, 2020 |
|
You lost your job. What about your 401(k)?
|
Oct 05, 2020 |
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Should the upcoming election change your financial strategy?
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Sep 28, 2020 |
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Is there a time when "greed is good"?
|
Sep 21, 2020 |
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Should the election affect your investments?
|
Sep 14, 2020 |
|
Medicare 101
|
Aug 31, 2020 |
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Is Monopoly a game of luck or skill?
|
Aug 24, 2020 |
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You’ve got to DO THE MATH!
|
Aug 10, 2020 |
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Let’s “Do the Math” on your retirement
|
Aug 03, 2020 |
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Help! I’m running out of money.
|
Jul 27, 2020 |
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Why should you get a second opinion on your plan
|
Jul 20, 2020 |
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What happens if the market goes down right when I retire
|
Jul 13, 2020 |
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Will the market be too risky over the next 6 months?
|
Jun 29, 2020 |
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Everything you always wanted to know…about Medicare
|
Jun 22, 2020 |
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How the pandemic has hit Social Security
|
Jun 15, 2020 |
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How do you opt out of a recession with your retirement money?
|
May 25, 2020 |
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Do you plan for the best or the worst?
|
May 18, 2020 |
|
Oh my gosh, she said the “A” word!
|
May 04, 2020 |
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Is your financial plan suddenly out of date?
|
Apr 27, 2020 |
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The markets – One step forward, one step back
|
Apr 20, 2020 |
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Could you run out of money due to Sequence of return risk?
|
Apr 13, 2020 |
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Actionable steps to take with your money during this market pullback
|
Apr 06, 2020 |
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How are you handling all the negative news?
|
Mar 30, 2020 |
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Steps you can take right now to minimize losses
|
Mar 23, 2020 |
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Rattled by these wild market swings? It’s time to take action.
|
Mar 16, 2020 |
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Volatility is back on Wall Street. What is your move?
|
Mar 09, 2020 |
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A wild week on Wall Street with the Corona Virus
|
Mar 02, 2020 |
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Shining the light on what’s robbing your wealth
|
Feb 24, 2020 |
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Beyond the Basics
|
Feb 17, 2020 |
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Do the retirement rules of thumb still work?
|
Feb 10, 2020 |
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A 10 year look back is not enough
|
Feb 03, 2020 |
|
Bruce & Chris Arians interview
|
Jan 30, 2020 |
|
The Taxman is coming for you
|
Jan 27, 2020 |
|
Tim Tebow Interview
|
Jan 20, 2020 |
|
Congress approves huge changes to IRAs and 401ks
|
Jan 13, 2020 |
|
Women are unhappy with the financial industry
|
Dec 16, 2019 |
|
You need a tax savvy advisor
|
Dec 09, 2019 |
|
Proposed changes to your 401k
|
Nov 25, 2019 |
|
Financial lessons from Rachel on “Friends”
|
Nov 18, 2019 |
|
Steve Spurrier & Danny Wuerfful Interviews
|
Nov 11, 2019 |
|
Show me the Money!
|
Nov 04, 2019 |
|
The biggest concerns of retirement planning
|
Oct 28, 2019 |
|
Could Black Monday happen again?
|
Oct 21, 2019 |
|
The danger of retiring in a down market
|
Oct 14, 2019 |
|
Let’s build 5 sources of income
|
Sep 30, 2019 |
|
How much risk should you have in the 2019 market?
|
Sep 23, 2019 |
|
Making your Medicare decisions
|
Sep 16, 2019 |
|
Climbing the financial mountain
|
Sep 02, 2019 |
|
Dan Mullin Interview
|
Aug 26, 2019 |
|
Taxes, the worst part of the game
|
Aug 19, 2019 |
|
New Market Volatility
|
Aug 12, 2019 |
|
What does your appointment at Zinnia wealth look like?
|
Aug 05, 2019 |
|
How the new Facebook app is helping financial planning
|
Jul 29, 2019 |
|
A financial lesson from Forrest Gump
|
Jul 08, 2019 |
|
Solving the fear of running out of money
|
Jul 01, 2019 |
|
What going on with the Fed?
|
Jun 24, 2019 |
|
Your retirement money has to make money
|
Jun 17, 2019 |
|
Don’t give up on Social Security
|
Jun 10, 2019 |
|
Is Congress helping or hurting your retirement picture?
|
Jun 03, 2019 |
|
Questions everyone is asking about retirement
|
May 23, 2019 |