x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

business investing

All Episodes

16:47

Alternatives to the 60/40 Portfolio

Retirement Coffee Talk ·

2023/11/14

When stocks and bonds are both down, the classic Wall Street 60/40 portfolio doesn’t work. Learn about the Zinnia Wealth alternative: The 40-30-20-10 portfolio. 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.

en

17:51

Four Things You Need to Consider Before Retirement

Retirement Coffee Talk ·

2023/11/07

There are many aspects that go into retirement planning, but not all of them pertain to your investments. Where will you live? How will your healthcare be covered? Will you continue to work part-time? How do you generate the income you need for the retirement you want? Charisse goes in depth on all of these. 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

en

14:24

Is part of your retirement plan experiencing a 2008?

Retirement Coffee Talk ·

2023/10/31

Many of us have used the Wall Street default mix of 60% stocks and 40% bonds. That idea has work well for many years…until now. 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.

en

9:29

Using your 401k in retirement

Retirement Coffee Talk ·

2023/10/24

For many of us, our 401(k) will be our biggest asset in retirement. How do you protect it, grow it, and pull income from it?See omnystudio.com/listener for privacy information.

en

9:26

Inheritance planning – Protect me, from me!

Retirement Coffee Talk ·

2023/10/17

Whether you receive a house, some land, or an amount of cash, inheriting money takes some planning. And if you are passing money down to your children and grandchildren, that make take even more planning. Where do you start?See omnystudio.com/listener for privacy information.

en

12:02

Should you change your Medicare Plan?

Retirement Coffee Talk ·

2023/10/10

The Medicare election window opens in October and closes in December. What do you need to know about Medicare if you are just starting, and what do you need to know about the supplements if you are already using Medicare?See omnystudio.com/listener for privacy information.

en

10:24

A Scholarly Perspective on Today's Retirement Planning

Retirement Coffee Talk ·

2023/09/26

Charisse Rivers of Zinnia Wealth Management has a discussion with Dr. Roger Ibbotson and Dr. William Goetzmann from the Yale School of Management on what is working and not working for retirees and pre-retirees in this high inflationary economy. Dr. Robert Ibbotson is the Professor in the Practice Emeritus of Finance at Yale School of Management and chairman of Zebra Capital Management, LLC. Dr. William Goetzmann is the Edwin J. Beinecke Professor of Finance and Management Studies as well as the

en

6:26

Risk Aversion and Retirement Planning

Retirement Coffee Talk ·

2023/09/19

In this episode of Retirement Coffee Talk, Charisse Rivers highlights how to be risk-averse and still get the growth to fund retirement. She explains the importance of having a written retirement plan and how to work with a financial advisor to help choose the right investments for your individual needs. 💬 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.

en

8:10

A shocking revelation from the world’s biggest...

Retirement Coffee Talk ·

2023/09/12

What does it mean when the world’s biggest investment company is telling you to plan for retirement by dialing back risk and use products OUTSIDE the stock market?See omnystudio.com/listener for privacy information.

en

50:16

Full Show 9/9/23

Retirement Coffee Talk ·

2023/09/09

Cash is trash or cash is king. Which is it? Can you go through retirement with all your money in a 401(k)? A shocking revelation from the world’s biggest investment company. Uncle Sam says you have to take money out of your IRAs at age 73. What if you don’t need the money to live? What are your options? See omnystudio.com/listener for privacy information.

en

6:57

Ask Charisse – Should I buy gold?

Retirement Coffee Talk ·

2023/09/05

You see the commercials all the time: “Protect yourself from a market crash by buying gold!” Is it a good move? Charisse breaks down the pros and cons on today’s special podcast epsiode, “Ask Charisse.” 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! About Charisse Rivers CEO & Financial Planner | Over 15 Years of Experience Charisse Rivers is a retirement strategist focused on helping people grow,

en

10:46

Will Uncle Sam take a bite out of your Social Security?

Retirement Coffee Talk ·

2023/08/31

Is it really possible that your social security could be taxed in retirement? For some people, that may indeed be the case. Charisse Rivers of Zinnia Wealth Management talks about who may face this tax obstacle and if there's any strategies to help avoid it. Plus, is it a good strategy for someone retiring at age 62 to draw money solely out of their 401(k) while waiting until 70 to start taking Social Security. See omnystudio.com/listener for privacy information.

en

14:25

When is the right time to take Social Security?

Retirement Coffee Talk ·

2023/08/29

Charisse Rivers of Zinnia Wealth Management talks about one of the most asked questions about retirement, "When should I take Social Security?" 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! About Charisse Rivers CEO & Financial Planner | Over 15 Years of Experience Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth. She is the founder and

en

7:00

A retirement lesson from Jerry Seinfeld

Retirement Coffee Talk ·

2023/08/21

Assuming your retirement is going to work out because you’ve been a good saver can be dangerous. It’s time to do the math. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube! About Charisse Rivers CEO & Financial Planner | Over 15 Years of Experience Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth. She has been featured in ABC, FOX, NBC,

en

5:07

Is Billy the Kid managing your retirement?

Retirement Coffee Talk ·

2023/08/15

What happens when your financial advisor retires? Do they hand you off to “Billy the Kid”? When is it time to seek out a new advisor and what do you look for?See omnystudio.com/listener for privacy information.

en

0:33

Welcome to the Retirement Coffee Talk Podcast with...

Retirement Coffee Talk ·

2023/08/13

Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth and is the CEO of Zinnia Wealth Management. She and her team are specialists in retirement and estate conservation. They can help you answer the questions you may have about your financial future. Zinnia Wealth Management is committed to you for the long run. Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve financial security

en

12:20

84% of us are making this retirement mistake

Retirement Coffee Talk ·

2023/08/09

If you don’t have a tax plan going into retirement, you will likely have to follow Uncle Sam’s plan, and that may not be the best option for your retirement. Listen to the latest episode of Retirement Coffee Talk podcast for more insights from Charisse Rivers of Zinnia Wealth Management! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook Instagram LinkedIn YouTube About Charisse Rivers CEO & Financial Planner | Over 15 Years of Experience

en

7:01

Candace Owens gives advice to women on preparing for...

Retirement Coffee Talk ·

2023/08/07

Charisse Rivers of Zinnia Wealth Management sits down with author and political commentator Candace Owens. They discuss motherhood, raising a family in today's world, who Candace would pick as a presidential running mate and the key to females being prepared financially for retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook Instagram LinkedIn YouTubeSee omnystudio.com/listener for privacy information.

en

5:41

Country Singer Gary LeVox Shares His Plan For Retirement

Retirement Coffee Talk ·

2023/07/29

Charisse Rivers of Zinnia Wealth Management sits down with former Rascal Flatts lead singer Gary LeVox. They discuss the award-winning vocalist's new solo career, the importance of having the right team around you and his plan for retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook Instagram LinkedIn YouTube See omnystudio.com/listener for privacy information.

en

19:04

Addicted to stocks? It might be time for rehab!

Retirement Coffee Talk ·

2023/07/24

Through all the ups and downs of the past 40 years, many Baby Boomers have built their wealth using the stock market. But as you get into retirement, should you be that dependent on the market or is it time for something else? And what is that something else? Tune in to Retirement Coffee Talk with Charisse Rivers. She explains it all! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook Instagram LinkedIn YouTube See omnystudio.com/listener

en

425 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...