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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

50:44

How to Keep Calm in Financial Turbulence | Should...

Retirement Coffee Talk ·

2025/04/26

On this week's episode: Are you prepared for market ups and downs in your retirement? Gold: A Safe Bet or Risky Gamble? Why You Might Pay More Taxes in Retirement Retirement isn't just about finances; it's about creating lasting memories and joy. 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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9:24

Is It Possible to Live Solely on Dividend Income...

Retirement Coffee Talk ·

2025/04/22

Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question. 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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6:14

Don’t Accept Cookie Cutter Portfolios From Your Advisor

Retirement Coffee Talk ·

2025/04/19

60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be more customized? 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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17:24

Financial and Emotional Steps to Deal with These...

Retirement Coffee Talk ·

2025/04/15

We know markets go up and down, but when we experience a big market plunge, it always seems to catch us by surprise. How do you shut the gate on your current losses and build a plan so you are protected in the future? 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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52:03

How Do You “Shut the Gate” on Your Current Market...

Retirement Coffee Talk ·

2025/04/12

On this week's episode: Finding calm in crazy markets. The hole in your retirement bucket you need to plug. Protecting against the high cost of long-term care. Do you really need $1.9 million saved to have a great 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 information.

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25:16

Medicare Tutorial with Rob Main

Retirement Coffee Talk ·

2025/04/08

Rob Main helps people of all ages at Rob Main Health and Wellness. That puts him deep into the world of Health coverage and Medicare. Learn what you need to know about the ups and downs of Medicare. 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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51:33

What would happen if we applied the DOGE concept to...

Retirement Coffee Talk ·

2025/04/05

On this week's episode: Rooting out the waste and inefficiency in your retirement plan. There are many ideas about how you should allocate your retirement money. 60% stocks and 40% bonds is an old standard. Charisse has a new option to consider. Rob Main of Rob Main Health and Wellness joins us to discuss the details you should know about Medicare. 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

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7:51

4 Things People Want to Know from Their Financial...

Retirement Coffee Talk ·

2025/04/01

When markets get volatile, people want to know how to “stop the drop” and these four questions for the future. 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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48:44

Where to Pull Retirement Income from When the Markets...

Retirement Coffee Talk ·

2025/03/29

On this episode: Should your retirement income always come from the same place? Avoiding one of the biggest retirement mistakes. Many people who take a lump sum pension are out of money in 5 years. The main questions people are asking their financial advisors right now. 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

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10:03

Is Dave Ramsey Steering You Wrong on Social Security?

Retirement Coffee Talk ·

2025/03/25

When you take Social Security is an important decision. Dave Ramsey has an opinion that may or may not be right for you. 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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50:12

Protecting your retirement account from a recession |...

Retirement Coffee Talk ·

2025/03/22

On this episode: Is this market event short, or long term? Doing the math on your retirement date. Dave Ramsey has helped a lot of people get out of debt, but his advice on Social security is a little suspect. 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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9:46

What does Tony Robbins have against your 401(k)?

Retirement Coffee Talk ·

2025/03/18

Your 401(k) has been a good savings vehicle, but using it in retirement can be tricky. How do you work around the lack of income and tax problems? 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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51:30

What is going on in the stock market? Is it going to...

Retirement Coffee Talk ·

2025/03/15

On this week's episode: What’s next for the stock market? How your 401(k) comes up short in retirement. The first annuities are popping up in 401(k)s. What if your Social Security check gets cut by 25%? 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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27:41

Interview with Ryan Stewart of McKenney Chiropractic...

Retirement Coffee Talk ·

2025/03/11

Most of us have dealt with back pain. It could be an incident or ongoing. What’s new in the Chiropractic area to help and how do we avoid problems in the future? 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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53:45

Are We Seeing Signs of a 2025 Market Correction? |...

Retirement Coffee Talk ·

2025/03/08

On this episode: The headlines have gone negative about the 2025 stock market. Should you be concerned? Trying to unlock the code of when to start Social Security. Is this the Golden Age of IRA-to-Roth conversions? 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

Is Your Financial Advisor the Right Fit for You?

Retirement Coffee Talk ·

2025/03/04

Just because the chef wears a white smock doesn’t make them a great cook. Just because your financial advisor says they do retirement planning doesn’t make them proficient at 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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52:59

Is the Advice from Financial Celebrities Worth Anything?

Retirement Coffee Talk ·

2025/03/01

On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use? 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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15:54

6 Reasons People Avoid Financial Advisors

Retirement Coffee Talk ·

2025/02/25

Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on? 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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54:35

Is the Stock Market Getting Too Risky? | Is Now the...

Retirement Coffee Talk ·

2025/02/22

On this week's show: Is this a time to dial back your retirement account risk level? What is the average Social Security check? Three times when a IRA-to-Roth Conversion makes sense. 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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34:36

Why are People Delaying Retirement? | RMDs: What You...

Retirement Coffee Talk ·

2025/02/18

On this week's episode: Do you have “one more year” syndrome? Everything you need to know about Required Minimum Distributions An IRA-to-Roth Conversion may help you save big in retirement taxes. 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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