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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

6:24

What to do with a windfall

Retirement Coffee Talk ·

2022/01/24

You just sold a house, a company, or inherited money. What should you consider to put this money to work for you and make it last?See omnystudio.com/listener for privacy information.

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6:25

What will give you the confidence to retire?

Retirement Coffee Talk ·

2022/01/10

One survey found 75% of Americans believe saving 1 million dollars would give them the confidence to retire. What’s your number or should it even be a number?See omnystudio.com/listener for privacy information.

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9:45

Gifts or coal? What is hidden in your portfolio?

Retirement Coffee Talk ·

2021/12/20

When we do a Portfolio X-Ray at Zinnia Wealth, what do we usually find?See omnystudio.com/listener for privacy information.

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7:20

The Fruitcake of financial planning

Retirement Coffee Talk ·

2021/12/14

Fruitcake. You love it or your hate it. The same can be said for a retirement planning vehicle…the annuity. Why?See omnystudio.com/listener for privacy information.

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7:28

You hit your number! Is it enough?

Retirement Coffee Talk ·

2021/12/06

Many people have now hit that mark of 1 million dollars saved in their retirement accounts. Are you celebrating or still worried?See omnystudio.com/listener for privacy information.

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13:03

The disconnect between advisors and their clients

Retirement Coffee Talk ·

2021/11/25

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?See omnystudio.com/listener for privacy information.

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11:06

How women are being underserved by the financial...

Retirement Coffee Talk ·

2021/11/22

Women now control 40% of the world’s wealth. Why are they being ignored by many advisors?See omnystudio.com/listener for privacy information.

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7:53

Interview with Isiah Thomas

Retirement Coffee Talk ·

2021/11/13

Charisse Rivers chatted with the former NBA and college basketball star about his charity (The Mary's Court Foundation), dealing with adversity and advice on preparing for retirement. See omnystudio.com/listener for privacy information.

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13:51

Financial items to address before the end of the year

Retirement Coffee Talk ·

2021/11/08

Charisse breaks down what you should be talking to your financial advisor about before the end of the year.See omnystudio.com/listener for privacy information.

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14:53

Interview with Stephen A. Smith

Retirement Coffee Talk ·

2021/10/04

Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith. See omnystudio.com/listener for privacy information.

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8:22

Interview with Michael Irvin

Retirement Coffee Talk ·

2021/09/20

At a recent charity event, Charisse chatted with Pro Football Hall of Famer and former Miami Hurricane, Michael Irvin.See omnystudio.com/listener for privacy information.

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12:06

How much do you need to save for retirement?

Retirement Coffee Talk ·

2021/09/13

How much do you need to save? Ask different people of different ages and incomes, you’ll get all kinds of answers. Perhaps you are asking the wrong question.See omnystudio.com/listener for privacy information.

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16:27

Lesson from John Calipari

Retirement Coffee Talk ·

2021/08/30

Charisse sat down with Kentucky Coaching legend John Calipari. Hear what she learned about how the world of coaching basketball relates to having a coach with your finances.See omnystudio.com/listener for privacy information.

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10:29

How will you be taxed in retirement?

Retirement Coffee Talk ·

2021/08/23

70% of people in a Charles Schwab survey said they had no idea how their different accounts will be taxed. Charisse gives you the breakdown.See omnystudio.com/listener for privacy information.

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12:46

The four areas people say they want financial help

Retirement Coffee Talk ·

2021/08/16

Schwab asked people if they could see a financial advisor, in what areas would they want help. These are the top 4.See omnystudio.com/listener for privacy information.

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9:10

Will Social Security be there for you?

Retirement Coffee Talk ·

2021/07/26

Many people believe Social Security is going broke. Is that true and how do you plan around it?See omnystudio.com/listener for privacy information.

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10:12

Avoiding the big financial mistake

Retirement Coffee Talk ·

2021/07/12

Whether it’s buying a house or moving money out of a 401(k), get some advice first.See omnystudio.com/listener for privacy information.

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11:02

Protecting your money...from Uncle Sam

Retirement Coffee Talk ·

2021/06/21

Each administration has a different idea about taxes. You need to know about the new proposals on Capital Gains and Inheritance.See omnystudio.com/listener for privacy information.

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8:10

Don’t miss this retirement planning opportunity

Retirement Coffee Talk ·

2021/06/14

Wells Fargo says 80% of retirees rely primarily on Social Security and pensions for income. Is it enough and what can you do about it?See omnystudio.com/listener for privacy information.

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8:08

Let’s Stress Test your retirement plan

Retirement Coffee Talk ·

2021/06/07

A doctor might put you on a treadmill to test your fitness. Can you do the same thing with your retirement plan?See omnystudio.com/listener for privacy information.

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427 results

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