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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

50:00

Full Show 11/19/22

Retirement Coffee Talk ·

2022/11/19

How are interest rates pointing to a recession next year? The IRS has new laws for 2023 about taxes and retirement contributions. How much do you have to save to develop $50k a year in retirement?See omnystudio.com/listener for privacy information.

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9:33

Is there such a thing as too much income in retirement?

Retirement Coffee Talk ·

2022/11/14

We work hard to create as much retirement income as possible, but with that comes a tax bill. Can you find a balance?See omnystudio.com/listener for privacy information.

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51:36

Full Show 11/12/22

Retirement Coffee Talk ·

2022/11/12

What does it mean to have a defensive strategy? Have we found the bottom? Don’t be fooled by a bear market rally. Why do people use the swings of the stock market to determine their income? More income, more taxes. Can you get around it? The IRS is changing a lot for 2023.See omnystudio.com/listener for privacy information.

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55:13

Full Show 10/29/22: How long before we are out of...

Retirement Coffee Talk ·

2022/10/29

Is there a better way than trying to time the recession and this market? With interest rates going up, is there a better place for your cash? There are over 3 trillion dollars in Target Date Funds. Is it a good place for your 401(k) money? A possible bond replacement for retirement. See omnystudio.com/listener for privacy information.

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10:22

Interview with Country Music Star Jason Aldean

Retirement Coffee Talk ·

2022/10/28

With the Country Music Awards coming up, Charisse took a trip to Nashville and was able to sit down with Jason Aldean.See omnystudio.com/listener for privacy information.

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5:41

How sequence of return risk can derail your retirement

Retirement Coffee Talk ·

2022/10/24

When you are taking money from accounts that are dropping in value, it can alter your future retirement outcome. How do you control what you can’t control?See omnystudio.com/listener for privacy information.

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52:42

New inflation number. Retiring in a down market....

Retirement Coffee Talk ·

2022/10/22

Adjusting your portfolio if inflation stays high. Taking money out of an account that is dropping. Can you retire successfully on 3 to 5% growth? When am I a good candidate to convert my IRA money over to a Roth. Learning investment “portion control” at McDonalds. See omnystudio.com/listener for privacy information.

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10:35

Interest rates are going up everywhere, why not at...

Retirement Coffee Talk ·

2022/10/17

Credit card and mortgage rates are up, but the rates on bank CDs remain dismal. Can you survive in retirement on 2% growth?See omnystudio.com/listener for privacy information.

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51:58

Rates that are better than the bank. How much cash...

Retirement Coffee Talk ·

2022/10/15

Rates at the bank are getting better, but is it enough? At what point do your cash holdings work against you? Is Bitcoin a good idea in your 401(k)? There are so many kinds of annuities. Is a variable annuity a good option?See omnystudio.com/listener for privacy information.

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10:16

Ask Charisse: Should I change to a Medicare Advantage...

Retirement Coffee Talk ·

2022/10/10

The Medicare window opens in October where you can decide to keep your current plan or switch to something different. When is the right time to switch?See omnystudio.com/listener for privacy information.

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51:19

Where is the market headed? | The Medicare window...

Retirement Coffee Talk ·

2022/10/08

There are a lot of opinions about the markets and economy. Who do we believe? Medicare can be a tangled mess. How do you know when it’s right to switch plans? There are CPAs, stockbrokers, investment advisors, retirement planners, insurance agents, and more. How do you choose? See omnystudio.com/listener for privacy information.

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5:35

Is your financial house ready for a hurricane?

Retirement Coffee Talk ·

2022/10/03

Hurricanes are part of living in Florida. We build our houses with that in mind. We watch the weather and do our preparations. The Stock Market may be signaling hurricane. If you are getting close to retirement, are you preparing to limit the damage?See omnystudio.com/listener for privacy information.

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51:24

Preparing for a financial hurricane | The things many...

Retirement Coffee Talk ·

2022/10/01

You protect your property before a hurricane, but are you protecting your retirement accounts for what might be a financial hurricane? A global survey found these are the five things’ people get wrong as they get ready for retirement. What is tax loss harvesting and why is this a good year to look into it?See omnystudio.com/listener for privacy information.

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6:23

Do your retirement accounts have a balance problem?

Retirement Coffee Talk ·

2022/09/26

We need a healthy balance in life between work and play. Your retirement money needs a healthy balance between risk and safety. That balance changes with age. What is the right balance for you?See omnystudio.com/listener for privacy information.

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51:35

Is the Fed helping or hurting? | Is your retirement...

Retirement Coffee Talk ·

2022/09/24

The Fed keeps raising rates and the market keeps going down. Are they off track? For your age, does your retirement money have the right balance of risk-to-safety? Ok, you aren’t a millionaire celebrity, but you may still need a will. Can you still peel off 4% of your savings each year and never run out of money? You may have losses at year end. Can tax loss harvesting help you lower your tax bill? See omnystudio.com/listener for privacy information.

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5:39

Ask Charisse: Am I a good candidate for an IRA to...

Retirement Coffee Talk ·

2022/09/19

If most of your retirement money is saved in an IRA or 401(k), you might consider the tax saving measure of moving some of that money over to a Roth. Charisse talks about the pros and cons.See omnystudio.com/listener for privacy information.

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5:14

Answering the big question: Can I retire?

Retirement Coffee Talk ·

2022/09/12

One of the most common questions when people come in is: Can I retire? But with all that’s going on in the economy, another question is: Should I retire, or should I wait?See omnystudio.com/listener for privacy information.

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10:29

The confidence doesn’t come from your account balance

Retirement Coffee Talk ·

2022/08/29

There is so much more to a successful retirement than achieving a number in your account. It’s the planning that goes with it.See omnystudio.com/listener for privacy information.

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5:56

Is a reverse mortgage right for me?

Retirement Coffee Talk ·

2022/08/22

There are many ways to develop income in retirement. You may have a lot of equity in your home. There is a way to turn that equity into cash for retirement.See omnystudio.com/listener for privacy information.

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9:44

Should I dump my advisor?

Retirement Coffee Talk ·

2022/08/15

Someone wrote to the 'Market Watch' advice column wondering if they should leave their financial advisor. Charisse found a number of reasons to say YES!See omnystudio.com/listener for privacy information.

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427 results

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