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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

business investing

All Episodes

5:45

Zinnia Wealth filling an important space in the...

Retirement Coffee Talk ·

2022/08/08

Women are very underserved by the financial industry. It’s mostly been guys talking to guys about investments. Charisse and her team are changing that. See omnystudio.com/listener for privacy information.

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7:27

Will inflation make you cut back on your fun money?

Retirement Coffee Talk ·

2022/07/25

Everything is more expensive. If you’re retired, will you have to make choices between paying for necessities and sacrificing your fun?See omnystudio.com/listener for privacy information.

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6:42

How do you plan when you can’t predict the market?

Retirement Coffee Talk ·

2022/07/18

The Fed has been wrong about inflation. Wall Street has been wrong about earnings. If the experts can’t predict the market, how can you predict and plan for your retirement?See omnystudio.com/listener for privacy information.

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11:54

The stock market isn’t the only game in town

Retirement Coffee Talk ·

2022/07/11

There are those on Wall Street that say that you must be in the stock market for growth and all the ups and downs are just the price of admission. Is that true for all of us?See omnystudio.com/listener for privacy information.

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8:11

How long with this inflation last?

Retirement Coffee Talk ·

2022/06/27

The markets are down as inflation and interest rates go up. How long will this last and what can you do to preserve your retirement money?See omnystudio.com/listener for privacy information.

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8:36

Interview with former Vice President Mike Pence

Retirement Coffee Talk ·

2022/06/20

Charisse talks with former Vice President Mike Pence about taxes, Social Security, and the American Dream.See omnystudio.com/listener for privacy information.

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9:50

Action steps to take if we have a “financial...

Retirement Coffee Talk ·

2022/06/13

Should you be financially boarding up windows and filling sandbags right now? Charisse takes you through steps for dealing with falling markets and a possible recession.See omnystudio.com/listener for privacy information.

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6:41

Will Uncle Sam give retirees a tax break?

Retirement Coffee Talk ·

2022/06/06

Last year was a great year for the stock market and Uncle Sam had a great year collecting taxes. Will that translate into tax breaks for retirees? If not, what are some options for tax planning?See omnystudio.com/listener for privacy information.

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9:44

Is our stock market on the way up or down in the...

Retirement Coffee Talk ·

2022/05/23

Is our economy on the verge of better times or tougher times? Charisse explains where we are and how to position your money if you are near retirement.See omnystudio.com/listener for privacy information.

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15:58

Charisse Rivers interviews Bill Murray and his brothers

Retirement Coffee Talk ·

2022/05/16

It was big fun at the annual Murray Brothers Caddyshack Golf Tournament in St. Augustine this year. Charisse talked to the guys about the charity, their restaurant, their clothing line and retirement.See omnystudio.com/listener for privacy information.

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13:34

Jason Aldean Interview

Retirement Coffee Talk ·

2022/04/23

Charisse Rivers of Zinnia Wealth interviews Country Star Jason Aldean about life, his Ocala/Florida connections, and his latest CD.See omnystudio.com/listener for privacy information.

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6:48

Are bonds, pensions, and annuities keeping up with...

Retirement Coffee Talk ·

2022/04/18

When the stock market goes down, we look to income-producing vehicles to help. But at 8.5% inflation, are the traditional “go-to” producers keeping up?See omnystudio.com/listener for privacy information.

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7:19

The legacy planning question

Retirement Coffee Talk ·

2022/04/11

Do you want your kids to receive an inheritance? Would you like to control how they get it, so they don’t blow it? We have Estate Planning Attorneys in the Financial Service Center that can help.See omnystudio.com/listener for privacy information.

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9:35

Are you sabotaging your retirement?

Retirement Coffee Talk ·

2022/04/04

Is there something happening with your retirement money that you don’t know about that is undermining your retirement dreams? Find out today on the Retirement Coffee Talk Podcast.See omnystudio.com/listener for privacy information.

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6:57

Income or interstellar?

Retirement Coffee Talk ·

2022/03/28

You can now buy a ticket for a 90-minute space ride for about 500 thousand dollars. If that’s not your thing, what kind of retirement can you build with the same amount?See omnystudio.com/listener for privacy information.

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8:11

What to do during these crazy markets

Retirement Coffee Talk ·

2022/03/14

What action you take with your retirement accounts depends on your age. How soon will you need this money? Charisse breaks it down into 3 groups and 3 courses of action.See omnystudio.com/listener for privacy information.

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6:34

Are you tempted to tinker with your 401(k)?

Retirement Coffee Talk ·

2022/03/07

As you look at this market, are you scared, paralyzed, or tempted to tinker with your retirement accounts? Charisse talks about how emotions can get in the way of good investment decisions.See omnystudio.com/listener for privacy information.

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6:14

Making you an Income Wizard

Retirement Coffee Talk ·

2022/02/28

Most of us have one way to make money, with one paycheck. In retirement, we need to have multiple sources of income. We need to make you an “Income Wizard.”See omnystudio.com/listener for privacy information.

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5:54

Getting the specific help you need in retirement

Retirement Coffee Talk ·

2022/02/07

Many financial advisors don’t have the special skills in taxes, estate planning and more. This is why Zinnia Wealth has created the Financial Services Center. See omnystudio.com/listener for privacy information.

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7:21

Has your retirement account drifted into too much risk?

Retirement Coffee Talk ·

2022/01/31

Market growth is great, but as the market went up, did it increase your risk level without you knowing about it?See omnystudio.com/listener for privacy information.

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427 results

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