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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

11:04

Medicare Season: What You Need to Know!

Retirement Coffee Talk ·

2025/09/16

Charisse dives into the upcoming Medicare window, opening October 15, discussing the potential rise in premiums and the importance of evaluating your current plans. Learn about the differences between Medicare Advantage and Medicare Supplement plans, and get practical advice on how to make the best choices for your health and finances. 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:

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26:36

You Don’t Need a Million Dollars to Retire | What to...

Retirement Coffee Talk ·

2025/09/13

On this episode: Only 3% of people have saved $1 Million for retirement, meaning a lot of people are retiring successfully on less. The different aspects of inheriting a house, a stock, a 401(k), or cash. What do you need to know? If you’re on Medicare, October is decision time. 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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7:27

Vanguard Says Pull Way Back on Risk. Are They Right?

Retirement Coffee Talk ·

2025/09/09

Vanguard is looking 5 to 10 years into the future and seeing bad things for the stock market. Should you pull way back on risk? 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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49:28

Vanguard has a warning about the stock market | Is...

Retirement Coffee Talk ·

2025/09/06

A warning to pull back on risk in the market. Too many fees and too little performance. Does that describe your 401(k)? A new retirement risk to look out for. 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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26:11

Are There Parts of Your Retirement Portfolio That Are...

Retirement Coffee Talk ·

2025/08/30

On this episode: An old financial practice is making a comeback. What are the benefits of converting IRA money to Roth? Retirees aren't buying into financial "rules of thumb" anymore. 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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27:00

Should We Follow Warren Buffett’s Current Investment...

Retirement Coffee Talk ·

2025/08/26

On this episode: Warren Buffett is pulling back from the stock market. Should you? We all need a place for our stuff. Is all your financial stuff in the right place? Are you ready to retire? First ask yourself THIS. 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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43:29

Interview with Jonathon Fleece of Empath Health |...

Retirement Coffee Talk ·

2025/08/23

Where do you turn when a family member is showing signs of memory loss or in the last stages of life. We talk to Jonathon Fleece of Empath Health. 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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7:07

Over 70% of People in Retirement Say They Wish They...

Retirement Coffee Talk ·

2025/08/19

Taxes may be one of the biggest surprises in retirement. The time to develop a plan is BEFORE you retire. 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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49:08

Did You Go to Cash When the Market Went Down 20%? Now...

Retirement Coffee Talk ·

2025/08/16

On this episode: Many market timers are kicking themselves right now. Are you one of them? Do you really have to slog through a few more years on the job? Maybe you can retire now. They aren’t the 7 deadly sins, but they are the 7 places NOT to put your retirement money. 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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16:31

7 Places NOT to Put Your Retirement Money

Retirement Coffee Talk ·

2025/08/12

Everyone has an opinion where to put your money. We have a list of places to avoid. 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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49:02

The Latest Retirement Problem: People Are Scared to...

Retirement Coffee Talk ·

2025/08/09

On this episode: The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a perfect month? A new trend among baby boomers for estate planning. 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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16:21

Retirees Are Saying, “I Wish I Had Done THIS Before I...

Retirement Coffee Talk ·

2025/08/05

Many seniors are getting into their 70s and getting slapped with big tax bills. What is happening and how can you avoid 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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51:58

The Advantages of Using a Financial Advisor | The Tax...

Retirement Coffee Talk ·

2025/08/02

On this episode: Only 25% of people use a financial advisor. What are their reasons for going it on their own? 72% of seniors wish they could go back in time and fix this tax problem. When people pick their financial advisor, what are the main things they are looking for? 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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9:30

70% of People in a Study Say THIS Will Be Key to a...

Retirement Coffee Talk ·

2025/07/29

Charisse explores what may be the most important factor for you to have the retirement you’re dreaming of. 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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9:04

5 Things to Give You the Green Light for Retirement

Retirement Coffee Talk ·

2025/07/26

There are a record number of people turning 65 this year and they are wondering if they are ready to retire. Charisse goes through her list to give you the green light. 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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8:10

A Common Find in Our Retirement Portfolio X-Ray

Retirement Coffee Talk ·

2025/07/22

When you come in for your Portfolio X-Ray, we’ll dive into the risk you are taking, your performance, your tax liability, and more. But today we discuss what might be the most eye-opening moment of our analysis. 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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26:49

How Has the Big Beautiful Bill Changed Your...

Retirement Coffee Talk ·

2025/07/19

Taxes, Social Security, and Healthcare. The laws keep changing. What do you need to know about the Big Beautiful Bill? 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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11:54

If You Die with Millions, Your Financial Plan Failed!

Retirement Coffee Talk ·

2025/07/15

The fear of running out of money is real, and it has created another new problem 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 omnystudio.com/listener for privacy information.

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49:54

Are You Addicted to the Growth of the Stock Market? |...

Retirement Coffee Talk ·

2025/07/12

On this episode: TINA is back! People believe There Is No Alternative to the stock market. Are they correct? You may not spend too much or run out of money in retirement. But you may make this easy mistake. 4 trillion dollars are sitting in these 401(k) accounts, and they may not be doing what they promised. 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

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8:45

Do You Have to Be On the Market Roller Coaster?

Retirement Coffee Talk ·

2025/07/08

The CBS Morning Show is following people getting ready for retirement. After the April market pull back, they visited with one couple from Boston who were feeling the pain of losing market money and wondering if they can get away from the ups and downs of the stock market. 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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408 results

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