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PODCAST

Retirement Coffee Talk

Charisse Rivers

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

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All Episodes

7:53

Pensions: Is taking lump sum the right call?

Retirement Coffee Talk ·

2024/06/11

Charisse Rivers discusses the decision retirees face regarding their pensions. She explains the pros and cons of taking a monthly check versus a lump sum and highlights the importance of proper financial planning. She emphasizes the need to consider factors such as taxes, inflation, and the impact on surviving spouses. She advises consulting with a retirement financial planner to make an informed decision. The conversation also touches on the significance of Social Security and the importance of

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7:35

Navigating the Maze of Financial Fees in Retirement

Retirement Coffee Talk ·

2024/06/04

Hidden fees are prevalent in many industries, but none more so for retirees and pre-retirees than in the financial services industry. Charisse Rivers of Zinnia Wealth Management discusses the impact of fees on your retirement accounts and the importance of understanding and managing them effectively through retirement planning.See omnystudio.com/listener for privacy information.

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51:57

Importance of Income Planning in Retirement |...

Retirement Coffee Talk ·

2024/06/01

On this week's show:Some people are getting to retirement and finding they need more money. How Income planning can help you be better prepared. Hidden fees are prevalent in various industries, including the financial services sector, and can have a significant impact on individuals' finances. The decision to take a lump sum or a monthly check from a previous employer requires careful financial planning and consideration of long-term implications. 401(k)s are up, and Uncle Sam rooting you on

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7:30

In Retirement Planning, Seeing is Believing

Retirement Coffee Talk ·

2024/05/28

You may think you can’t retire, but how would you know unless you do the math? At Zinnia Wealth, we think “seeing is believing.”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.

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48:25

What is “sell in May and go away mean?” | Will Social...

Retirement Coffee Talk ·

2024/05/25

On this week's show:Is it wise to take the summer off from your investments? How doing the math on your retirement can make it real. Could Social Security actually go away? They say speed kills. Can too much risk do the same thing? 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.

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8:56

Should you buy gold at the same place you buy your...

Retirement Coffee Talk ·

2024/05/21

Costco is selling 200 million dollars in gold bars per month. Is this a good hedge if the market goes down? 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.

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52:51

When your advisor says, “This too shall pass.” |...

Retirement Coffee Talk ·

2024/05/18

On this week's show: How do we avoid the advisor conversation of “Hang in there, it will come back.” The pros and cons of buying gold. If Social Security and your 401(k) are your main sources of retirement income, where do you look next? Time to get the Windex and rubber gloves out. What do we find when your portfolio gets a good scrubbing? 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

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13:26

The Motley Fool says these are 4 good reasons to take...

Retirement Coffee Talk ·

2024/05/14

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?See omnystudio.com/listener for privacy information.

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51:20

Is this a good time to buy stocks? | They have found...

Retirement Coffee Talk ·

2024/05/13

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!See omnystudio.com/listener for privacy information.

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6:50

The Problem With: I’ll Just Work Forever and Never...

Retirement Coffee Talk ·

2024/05/07

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? 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.

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51:57

How some financial advisors are failing retirees |...

Retirement Coffee Talk ·

2024/05/03

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 See omnystudio.com/listener for privacy information.

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8:22

Your 401(k) Plan is NOT a Retirement Plan

Retirement Coffee Talk ·

2024/04/30

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. 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.

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9:28

Splurges that are worth it in retirement

Retirement Coffee Talk ·

2024/04/23

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. 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.

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50:01

Avoiding big losses when the market turns negative |...

Retirement Coffee Talk ·

2024/04/20

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 Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for

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10:28

Four Options for How to Use Your 401(k)

Retirement Coffee Talk ·

2024/04/16

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?See omnystudio.com/listener for privacy information.

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50:49

Tax Talk: IRAs, 401(k)s, and more

Retirement Coffee Talk ·

2024/04/15

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. See omnystudio.com/listener for privacy information.

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6:08

Ask Charisse: Being Smart About Taking Money Out of...

Retirement Coffee Talk ·

2024/04/10

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!See omnystudio.com/listener for privacy information.

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51:35

Our response to: Retirement is stupid!

Retirement Coffee Talk ·

2024/04/08

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. 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

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51:03

Let’s dump the idea of working forever | Figuring out...

Retirement Coffee Talk ·

2024/04/04

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. See omnystudio.com/listener for privacy information.

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10:01

No pension, no problem. Let’s build one!

Retirement Coffee Talk ·

2024/04/02

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? 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.

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425 results

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