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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

6:22

Is the 60/40 portfolio working again?

Retirement Coffee Talk ·

2023/04/24

Wall Street has always loved a mix of 60% stocks and 40% bonds. Last year that design had one of it’s worst years ever. This year it’s performing better. Is 60/40 back?See omnystudio.com/listener for privacy information.

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51:19

Full Show 4/22/23

Retirement Coffee Talk ·

2023/04/22

Could your fear of the stock market paralyze you when it’s time to invest for growth? Is the Wall Street 60/40 portfolio working again? Making the adjustment from saving to spending. Escaping your old annuity. The joy of spending your kid’s inheritance. See omnystudio.com/listener for privacy information.

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14:01

The difference between taxes in your working years...

Retirement Coffee Talk ·

2023/04/17

New laws and new ideas to limit your tax bill in retirement.See omnystudio.com/listener for privacy information.

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52:11

Full Show 4/15/23

Retirement Coffee Talk ·

2023/04/15

Market prediction for this summer: Down 3000 points! Boomers pay 60% of Federal income taxes. Are you paying too much? The common “Are you kidding me?” moment in our Portfolio X-Ray. Changes this year with RMDs. Are you a good candidate for an IRA-to-Roth conversion? What is ESG investing? Planning for your money and your time in retirement. See omnystudio.com/listener for privacy information.

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6:46

Should I pay off my house before I retire?

Retirement Coffee Talk ·

2023/04/10

Some things make psychological sense, some things make financial sense. Weighing out the idea of being mortgage-free in retirement. See omnystudio.com/listener for privacy information.

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52:20

Full Show 4/8/23

Retirement Coffee Talk ·

2023/04/08

Will we see more banks fail? Social Security has more bad news about cutting back benefits. Should I pay off my house before retirement? If I have to write the IRS a check this year, did I do something wrong? The hard conversation of Long-Tern Care coverage. Retirement calculators: Can you trust them? See omnystudio.com/listener for privacy information.

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19:22

The Slam Dunks of Retirement Planning

Retirement Coffee Talk ·

2023/04/03

With the NCAA Basketball Tournament wrapping up, we have a list of six things you should check off to complete your retirement. We call it the Slam Dunks of Retirement Planning. See omnystudio.com/listener for privacy information.

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53:52

Full Show 4/1/23

Retirement Coffee Talk ·

2023/04/01

See omnystudio.com/listener for privacy information.

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14:51

Get out of your 60-40 portfolio

Retirement Coffee Talk ·

2023/03/27

There are many options when it comes to risk and safety in your portfolio. The classic 60% stocks and 40% bonds is not working. What does Zinnia Wealth suggest to replace it?See omnystudio.com/listener for privacy information.

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53:12

Full Show 3/25/23

Retirement Coffee Talk ·

2023/03/25

What are people most concerned about right now? Taking advantage of the higher interest rates with T-Bills. Get out of your 60-40 portfolio! Shifting through the different kinds of financial professionals. Who is right for you? See omnystudio.com/listener for privacy information.

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8:08

Charisse Interviews John Calipari

Retirement Coffee Talk ·

2023/03/20

We revisit an interview Charisse conducted with the 3-time Naismith College Basketball Coach of the Year and current University of Kentucky head coach, John Calipari. See omnystudio.com/listener for privacy information.

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52:17

Full Show 3/18/23

Retirement Coffee Talk ·

2023/03/18

What do we need to know about the recent bank failures? Is 5% growth enough to fund a retirement? March Madness is underway, so is Tax Madness. Are you ready for April 15th? A new withdrawal theory: Take more when the market is good, cut back when the market is bad. Does it work? What is the "Widow's Tax Penalty” in retirement? See omnystudio.com/listener for privacy information.

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20:34

What you get with a Zinnia Wealth financial plan

Retirement Coffee Talk ·

2023/03/13

Protection, income, growth, tax planning, Social Security, Medicare, and Estate Planning. Do you have all these elements in your retirement plan? If not, let Charisse walk you through the importance of each one.See omnystudio.com/listener for privacy information.

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27:37

Full Show 3/11/23

Retirement Coffee Talk ·

2023/03/11

Protection, income, growth, tax planning, Social Security, Medicare, and Estate Planning. Do you have all these elements in your retirement plan? If not, let Charisse walk you through the importance of each one. Charisse talks about her recent experience playing in the WM Phoenix Open. See omnystudio.com/listener for privacy information.

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7:56

What makes Zinnia Wealth different?

Retirement Coffee Talk ·

2023/03/09

Over 90% of financial advisors leave the business in 3 years. Why Zinnia Wealth continues to thrive and stand the test of time.See omnystudio.com/listener for privacy information.

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8:58

Getting rid of the worry about retirement

Retirement Coffee Talk ·

2023/03/06

Part of our goal at Zinnia Wealth is to take some of the mystery and worry out of retirement. Doing the math and seeing it on paper is a great way to start.See omnystudio.com/listener for privacy information.

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52:28

Full Show 3/4/23

Retirement Coffee Talk ·

2023/03/04

What to do if we see a big market drop this year. Suzi Orman just made an interesting move toward portfolio protection. What to consider when making your Social Security decision. They say I’m not rich enough to have a financial advisor! Over 90% of financial advisors don’t last 3 years, why Zinnia Wealth continues to thrive and stand the test of time. See omnystudio.com/listener for privacy information.

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6:31

Conditions are better now to slowly phase into...

Retirement Coffee Talk ·

2023/02/27

What happens if you tell your employer you want to start cutting back and slowly phase into retirement? 5 years ago, that might not have worked. Today the answer may work more in your favor.See omnystudio.com/listener for privacy information.

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53:30

Full Show 2/25/23

Retirement Coffee Talk ·

2023/02/25

Have attitudes changed toward phased retirement? How much do you need to save to produce an income of 50k per year? Making a career decision because of taxes. When you have a retirement spending problem…you don’t spend enough! See omnystudio.com/listener for privacy information.

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9:11

How will your plan react to long-term 4 to 5 percent...

Retirement Coffee Talk ·

2023/02/20

It may take the Federal Reserve a long time to get us back to 2 percent inflation. How will your retirement portfolio stand up to 4 to 5 percent inflation if it lasts for an extended period of time?See omnystudio.com/listener for privacy information.

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427 results

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