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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

10:26

The Angry Dog Ready to Take a Bite Out of Your...

Retirement Coffee Talk ·

2025/07/05

Charisse and her daughter Ella have fun with Dog Bite Awareness month. How big and bad is the dog after your retirement money? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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10:04

97% of You Fall into This Category for Retirement...

Retirement Coffee Talk ·

2025/07/01

The number of people that have over a million dollars saved for retirement is shockingly low. Are your retirement concerns and planning that much different than a millionaire? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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49:30

At What Point Do You Get Off the Market Roller...

Retirement Coffee Talk ·

2025/06/28

On this episode: If the up and down of the stock market bothers you, ask yourself THIS question. The number “they say” we need for retirement keeps going up. How many people are actually getting there? Who is the rottweiler of retirement? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy

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10:47

Do You Have a “Fire Starter” in Your Retirement Plan?

Retirement Coffee Talk ·

2025/06/24

In the same way you don’t want to pack dangerous items in your luggage when you get on a plane…you don’t want a fire starter in your retirement plan. What do we need to look out for? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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51:55

75% of People in Retirement Do Their Own Planning....

Retirement Coffee Talk ·

2025/06/21

On this episode: What are the biggest advantages of using a financial advisor? The Roth is one of the best retirement planning vehicles.What if they change it? How long will your money last with a conservative approach? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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10:24

If I’m in Retirement for 25 years, Why am I NOT a...

Retirement Coffee Talk ·

2025/06/17

You need growth on your retirement money, but how much? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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49:02

The Latest Retirement Problem: People Are Scared to...

Retirement Coffee Talk ·

2025/06/14

On this episode: The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a perfect month? A new trend among baby boomers for estate planning. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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11:51

Reasons to Consider an IRA-to-Roth Conversion

Retirement Coffee Talk ·

2025/06/10

You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid it. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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49:46

The Magic Savings Number for Retirement Has Dropped!...

Retirement Coffee Talk ·

2025/06/07

On this episode: For the first time in memory, the number you need for retirement has dropped! Why? This 90-year-old missed a simple tax move that is now costing him thousands. Many of the people who spend more in retirement have this in common. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy

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17:22

IRA Conversion Alert

Retirement Coffee Talk ·

2025/06/03

We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose not to do conversions and is now in a tax nightmare. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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48:30

Will Falling Interest Rates Affect Your Retirement? |...

Retirement Coffee Talk ·

2025/05/31

On this episode: Should you be building up your cash reserves? The MVP of your Retirement plan. Things to watch out for in an IRA-to-Roth rollover. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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10:13

Are You Spending Enough in Retirement?

Retirement Coffee Talk ·

2025/05/27

We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE! Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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12:16

Don’t Miss This Essential Retirement Strategy

Retirement Coffee Talk ·

2025/05/24

Many people get to retirement saying…I wish I had done this. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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12:10

Where Would You Rather Play: Vegas or the Stock Market?

Retirement Coffee Talk ·

2025/05/20

How do the odds of success compare: Vegas or the stock market? You may be surprised. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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48:53

Why are People Going Back to Work in Their 70s? |...

Retirement Coffee Talk ·

2025/05/17

On this episode: Most of us want to retire and most of us want to STAY retired. Why are people going back to work in their 70s? Diving into your 401(k). What might be holding you back? One retirement strategy to grab onto with both hands. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy

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10:08

Bill Murray and His Brothers with Retirement Advice

Retirement Coffee Talk ·

2025/05/13

Each year, Bill Murray and his brothers sponsor a golf tournament in St. Augustine. We’ve been able to sit down with them for a lot of fun interviews. This time we asked a simple question about life’s little irritations, and got some great retirement advice. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener

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50:25

Are You Ready for the Market’s Next Move? |...

Retirement Coffee Talk ·

2025/05/10

On this episode: Some say we’re on the verge of a recession, some say otherwise. Is your portfolio ready for whatever the Market does next? What is a riskier proposition: Gambling in Vegas or being heavily invested in the Stock Market? Is Your Retirement Plan Ready for Long-Term Care Challenges? Bill Murray doesn't care for this particular fee. See omnystudio.com/listener for privacy information.

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13:56

Get Off the Couch! Spend MORE in Retirement!

Retirement Coffee Talk ·

2025/05/06

We may not have a saving problem; we may have a SPENDING problem. Let’s give you the confidence to spend MORE! Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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49:51

What is Your Retirement MVP?

Retirement Coffee Talk ·

2025/05/03

On this week's episode: Have the markets hit their low point? Are you moving money or riding this out? Death by 1,000 financial cuts. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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12:38

How Do I Plan for Retirement When I Don’t Know How...

Retirement Coffee Talk ·

2025/04/29

When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

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408 results

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