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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

7:19

Should you plan retirement as an optimist or a...

Retirement Coffee Talk ·

2024/03/26

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?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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26:56

The Government wants to eliminate the 401(k)!

Retirement Coffee Talk ·

2024/03/12

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?See omnystudio.com/listener for privacy information.

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12:50

Could this 401(k) idea change retirement?

Retirement Coffee Talk ·

2024/03/05

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?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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51:32

A New Idea for the 401(k)

Retirement Coffee Talk ·

2024/02/27

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. 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

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10:08

Is the 401(k) getting any better?

Retirement Coffee Talk ·

2024/02/13

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.

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50:09

2024 is the peak of baby boom retirement

Retirement Coffee Talk ·

2024/02/10

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

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7:15

The Hot Stove Lesson of Your 401(k)

Retirement Coffee Talk ·

2024/02/06

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 information.

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51:04

Is there a financial crisis coming?

Retirement Coffee Talk ·

2024/02/03

On this week's podcast: When the talking heads say there is a financial crisis coming, what does that mean? Taxes in retirement are different than taxes in your working years. How often should you rebalance? The Government wants you to treat your 401(k) like a hot stove. See omnystudio.com/listener for privacy information.

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7:56

Are you about to get a love letter from the IRS?

Retirement Coffee Talk ·

2024/02/01

If you decided to take advantage of the higher interest rates with a CD or other product in 2023, look for a form in the mail soon from the IRS.See omnystudio.com/listener for privacy information.

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51:22

Helpful Tax Moves You May Not Know About

Retirement Coffee Talk ·

2024/01/25

Charisse provides insights on lesser-known aspects of taxes, plus: Should you invest in the new Bitcoin ETF? Is the 60/40 portfolio back? A prediction the market will lose 50 to 60% 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: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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8:47

Four moves that can help you reduce your tax bill

Retirement Coffee Talk ·

2024/01/23

Did you know you can get an extra deduction just for being 65? Charisse has other tips that she says her clients miss that they (and you) need to know about. 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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49:36

3 Burning Topics on Minds of Retirees

Retirement Coffee Talk ·

2024/01/16

In today's episode, Charisse addresses 3 big retirement concerns: Boomers and Millennials differ wildly on how much money will make them happy. Where do you stand? Can a 401(k) alone fund a 25-year retirement? Another year, another check to the IRS. Will this be your story in retirement? 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

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50:33

How will the financial stories of 2023 unfold in 2024?

Retirement Coffee Talk ·

2024/01/09

In this episode, we look at interest rates, the Fed, markets, regional banks, The Magnificent 7's and more. Learn what's in store for 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: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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9:34

Can you retire without long-term care insurance? The...

Retirement Coffee Talk ·

2024/01/02

Long-term care insurance is expensive, but the cost of a long-term care event can be outrageous. What are the coverage options and at what point can you fund it out of pocket? 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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6:36

Florida shows up big on the "Best Places to Retire"...

Retirement Coffee Talk ·

2023/12/26

Charisse provides valuable insights for those considering a move to Florida. There's great weather and quality of life, but there is one thing Florida offers that many states don’t. 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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9:08

Are CDs, I-Bonds, Treasuries, and annuities too high...

Retirement Coffee Talk ·

2023/12/19

When you use financial products that have terms like 3 months, 6 months, or a year…you are constantly making decisions. Is this a turn off to retirees’ or does it make them more engaged?See omnystudio.com/listener for privacy information.

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13:27

Your checklist 5 years before retirement

Retirement Coffee Talk ·

2023/12/12

They call it “The Retirement Red Zone.” It’s what you should be aware of 5 years before retirement and the first 5 years in retirement. Charisse walks through what it is to “do the math” on your retirement. 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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8:42

Has Dave Ramsey gone off the rails?

Retirement Coffee Talk ·

2023/12/05

Recently, respected financial radio host Dave Ramsey suggested you can have an 8% pull on your money in retirement. Charisse finds a lot that could go wrong here. 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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20:42

How fees can eat up your retirement money

Retirement Coffee Talk ·

2023/11/28

Most of the places where you are saving for retirement like 401(k)s, Mutual Funds, stocks, bonds, etc have fees. The financial industry makes them hard to find. Is there a way to cut down on these fees and put more of that money in your pocket? 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

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14:28

What the history of taxes tells us about our future

Retirement Coffee Talk ·

2023/11/21

Imagine a 90% tax bracket. It may sound crazy, but it happened not that long ago. What is your strategy for your tax infested 401(k) if taxes go up again? 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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