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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

17:48

What to check and what to watch out for in your 401(k)

Retirement Coffee Talk ·

2021/01/25

We have a 401(k) checklist. Plus, there are 2 places where the 401(k) comes up short. How do you solve those issues?See omnystudio.com/listener for privacy information.

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8:34

What financial lesson did we learn from 2020?

Retirement Coffee Talk ·

2021/01/18

Did your money snap back from last year’s stock market low? Will it snap back the next time?See omnystudio.com/listener for privacy information.

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11:10

When is it time to move money?

Retirement Coffee Talk ·

2021/01/11

There are two times when people want to move money: When the market is way up and when the market is way down. Charisse discusses both scenarios.See omnystudio.com/listener for privacy information.

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9:27

Doing the math on your retirement

Retirement Coffee Talk ·

2020/12/14

Studies show we are living longer and longer. How do you make the money last? Do the math!See omnystudio.com/listener for privacy information.

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7:52

Congratulations! You’re a 401(k) millionaire!

Retirement Coffee Talk ·

2020/12/07

The market is up and so are the people who have a million dollars in their 401(k). But do you really want your millionaire status to go up and down with the market?See omnystudio.com/listener for privacy information.

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8:51

What can a Kit Kat Bar teach us about taxes?

Retirement Coffee Talk ·

2020/11/23

The tax code is over 75 thousand pages. Can you believe there is something in there about Kit Kat Bars?See omnystudio.com/listener for privacy information.

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8:37

Has the pandemic changed your questions about...

Retirement Coffee Talk ·

2020/11/09

We have all made a lot of changes in our lives due to the pandemic. Has it (or should it) change the way you plan for retirement?See omnystudio.com/listener for privacy information.

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12:10

You want to start talking about retirement. What does...

Retirement Coffee Talk ·

2020/11/02

It’s time to see a financial advisor. What do you ask? What do you bring? What should you accomplish? Charisse talks about that first meeting at Zinnia Wealth.See omnystudio.com/listener for privacy information.

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8:43

Can you trust where your advisors says "You're going...

Retirement Coffee Talk ·

2020/10/19

Many people come to an advisor wanting to know if their money will last. If your advisor says "yes", ask them what is it based on?See omnystudio.com/listener for privacy information.

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9:02

Will politicians ruin the 401(k)?

Retirement Coffee Talk ·

2020/10/12

Joe Biden wants to make a change to the 401(k), and it may not be for the better.See omnystudio.com/listener for privacy information.

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5:49

You lost your job. What about your 401(k)?

Retirement Coffee Talk ·

2020/10/05

We are in a second wave of layoffs due to the pandemic. Before you dip into that 401(k), know your options.See omnystudio.com/listener for privacy information.

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12:52

Should the upcoming election change your financial...

Retirement Coffee Talk ·

2020/09/28

Warren Buffett said "Don't mix your politics with your investing". Is this the year to break that rule?See omnystudio.com/listener for privacy information.

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7:15

Is there a time when "greed is good"?

Retirement Coffee Talk ·

2020/09/21

The movie line was "Greed is good". When you get closer to retirement, it may be time to be "greedy" and grab some profit for your future.See omnystudio.com/listener for privacy information.

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5:47

Should the election affect your investments?

Retirement Coffee Talk ·

2020/09/14

What happens to the market and the tax landscape after the election? Is there something you should be doing now to protect your money?See omnystudio.com/listener for privacy information.

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9:36

Medicare 101

Retirement Coffee Talk ·

2020/08/31

The open enrollment window for Medicare starts Oct 15th. What do you need to know if this is your first experience with this or if you are considering a different advantage plan?See omnystudio.com/listener for privacy information.

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8:59

Is Monopoly a game of luck or skill?

Retirement Coffee Talk ·

2020/08/24

We have discovered that there are a lot of life and financial planning lessons in the game of Monopoly.See omnystudio.com/listener for privacy information.

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9:42

You’ve got to DO THE MATH!

Retirement Coffee Talk ·

2020/08/10

One survey found only 4 in 10 people know how much income they will need each month in retirement. You don’t have a plan without this number!See omnystudio.com/listener for privacy information.

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9:44

Let’s “Do the Math” on your retirement

Retirement Coffee Talk ·

2020/08/03

Suze Orman says the "60-40" portfolio is dead. Charisse looks at that and other outdated financial strategies.See omnystudio.com/listener for privacy information.

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7:56

Help! I’m running out of money.

Retirement Coffee Talk ·

2020/07/27

A new survey looked at people who retired from 1992 to 2014 and found almost 50% of respondents had to dial back their lifestyle and spending because they didn’t have enough income. What happened?See omnystudio.com/listener for privacy information.

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5:45

Why should you get a second opinion on your plan

Retirement Coffee Talk ·

2020/07/20

Have you ever wondered if your financial plan is missing something or out of date? If so, it’s time to test your retirement.See omnystudio.com/listener for privacy information.

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429 results

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