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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

55:50

Full Show 2/18/23

Retirement Coffee Talk ·

2023/02/18

The new inflation numbers are out, and it looks like the Fed will have to keep raising rates. Can you take advantage of these higher interest rates? Congress is changing the retirement rules again with Secure Act 2.0. What do you need to know? What tax planning moves can you make before April 15th? Navigating the choices in your 401(k). Mailbox money: How do I develop checks every month in retirement? See omnystudio.com/listener for privacy information.

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11:15

How do you choose the right advisor with the right...

Retirement Coffee Talk ·

2023/02/13

Financial advisor, Investment advisor, CFP, Wealth Manager…it goes on and on. How do you know which one is right for you?See omnystudio.com/listener for privacy information.

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14:56

Wall Street’s all-season portfolio has failed. How...

Retirement Coffee Talk ·

2023/02/06

The 60% stocks and 40% bonds model crashed last year. The Wall Street Journal has a new idea, Charisse isn’t convinced.See omnystudio.com/listener for privacy information.

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53:03

Full Show 2/4/23

Retirement Coffee Talk ·

2023/02/06

Can you look at these market losses and say, “I choose NOT to participate.” Approaching retirement when you and your spouse have a big age gap. If the 60/40 portfolio is out, what’s better? How do you choose the right type of advisor for your needs? See omnystudio.com/listener for privacy information.

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6:40

I want to retire, but can I in this down market?

Retirement Coffee Talk ·

2023/01/31

No one likes to lose money. That becomes a much more serious conversation right before you retire.See omnystudio.com/listener for privacy information.

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27:23

Full Show 1/28/23

Retirement Coffee Talk ·

2023/01/30

How can you stop the losses from this current stock market? How is Zinnia wealth different from other financial advisory firms? An example of an advisor that just isn’t listening. See omnystudio.com/listener for privacy information.

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9:47

Does your retirement plan have inflation protection?

Retirement Coffee Talk ·

2023/01/23

Over the last 10 years, most retirement plans were built on an inflation rate of 2 to 3%. If you don’t have increasing income built in, a year like 2022 can be a problem.See omnystudio.com/listener for privacy information.

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52:30

Full Show 1/21/23

Retirement Coffee Talk ·

2023/01/21

We may be stuck with high inflation for years: What adjustments need to be made in your planning? New rules about IRAs, 401(k)s and RMDs. Facing retirement as a single. How you can help your kids and grandchildren with legacy planning. See omnystudio.com/listener for privacy information.

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6:45

How long will your million dollars last in retirement?

Retirement Coffee Talk ·

2023/01/16

Congratulations! You’ve saved $1 million for retirement. Now how long will it last? According to CNBC, there is more than one major factor that affects that outcome. See omnystudio.com/listener for privacy information.

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51:45

Full Show 1/14/23

Retirement Coffee Talk ·

2023/01/14

Is the market reading the Fed correctly? Congress changed more retirement rules and you need to be in the know. How often should you be making changes to your retirement accounts? How long will one million dollars last in Florida? 401(k) fees: how much are you paying and what can you do about it? See omnystudio.com/listener for privacy information.

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9:41

Building a retirement strategy for 2023

Retirement Coffee Talk ·

2023/01/09

2022 was a tough year for the stock market and probably your retirement accounts. What do you do to preserve money in a volatile market and take advantage of some new opportunities?See omnystudio.com/listener for privacy information.

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51:19

Full Show 1/7/23

Retirement Coffee Talk ·

2023/01/07

A look back at 2022. A look forward into 2023. What Congress did to retirement accounts while you were on vacation. Will the 60/40 portfolio make a comeback in 2023? See omnystudio.com/listener for privacy information.

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52:42

Best Of Show 12/24/22

Retirement Coffee Talk ·

2022/12/24

You know how to save your money. But do you know how to spend it in retirement? Are employers now more open to phased retirement? How much do you have to save to develop $50k a year in retirement? Why do people use the swings of the stock market to determine their income? How making brownies gave Charisse and her kids a lesson in inflation. Learning investment “portion control” at McDonalds. See omnystudio.com/listener for privacy information.

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11:18

Do you have a long term or short-term plan for market...

Retirement Coffee Talk ·

2022/12/19

Pulling your money back and forth between cash and equities and trying to time the market seldom works. What about a long-term strategy for market risk that you can stick with?See omnystudio.com/listener for privacy information.

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49:46

Full Show 12/17/22

Retirement Coffee Talk ·

2022/12/17

Stop market timing! Have a long-term strategy for market risk. How do develop mailbox money? Making sense of your 401(k) options. Should I use an on-line bank for better interest rates? See omnystudio.com/listener for privacy information.

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9:15

How often should you meet with your advisor

Retirement Coffee Talk ·

2022/12/12

One of the reasons people leave their financial advisor is not due to lack of investment performance, it’s due to lack of relationship. How often should you expect to meet with your advisor?See omnystudio.com/listener for privacy information.

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51:30

Full Show 12/10/22

Retirement Coffee Talk ·

2022/12/12

What happens if your job ends a few years before retirement? How are you supposed to feel about annuities if many advisors can’t agree on them? How often should you expect to meet with your financial advisor? Another scary pension statistic. See omnystudio.com/listener for privacy information.

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5:32

You may have a spending problem

Retirement Coffee Talk ·

2022/12/05

One of the hardest things for some people in retirement is learning to spend their money and enjoy their life without the fear of running out of money. How can you spend with confidence?See omnystudio.com/listener for privacy information.

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50:16

Full Show 12/3/22

Retirement Coffee Talk ·

2022/12/03

Do you take all the recession talk seriously and change your investment strategy? What is tax loss harvesting? How do you spend with confidence in retirement? Are employers more open to phased retirement? The biggest concern of retirees after “will I run out of money?".See omnystudio.com/listener for privacy information.

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5:23

New tax laws for 2023

Retirement Coffee Talk ·

2022/11/21

The IRS has changed the standard deductions, retirement contribution levels, gifting and more for 2023. We go through the highlights and have a new guide that outlines it all.See omnystudio.com/listener for privacy information.

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427 results

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