x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

18:36

Is Your Health Putting Your Retirement at Risk? - Part 2

Retirement Coffee Talk ·

2025/02/15

Physician Assistant Rob Main joins us for the second part of our talk about health concerns in retirement including diabetes, weight loss, Ozempic and the new use of AI in healthcare. 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! Learn more about Rob Main of Rob Main Health & WellnessSee omnystudio.com/listener for privacy

en

27:08

Something New in 401(k)s That Some Like, But Others...

Retirement Coffee Talk ·

2025/02/11

On this episode: Pros and cons of target date funds. The implications of inheriting IRAs. The importance of being prepared for market volatility. Overcoming hesitations about retirement spending. 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.

en

25:07

Is Your Health Putting Your Retirement at Risk?

Retirement Coffee Talk ·

2025/02/08

Are you aware of how your health can impact your retirement finances? Charisse Rivers explores the crucial connection between managing health and protecting wealth, as she chats with Rob Main of Rob Main Health and Wellness. Charisse & Rob delve into the benefits of concierge and direct primary care services, emphasizing their role in ensuring timely and comprehensive medical care. By addressing health issues early, these services can help prevent costly medical emergencies, ultimately

en

11:54

The Number One Question People are Asking About Their...

Retirement Coffee Talk ·

2025/02/04

You may have heard your 401(k) can become a “Tax Time Bomb” in retirement. How can you 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.

en

49:53

Has your 401(k) accidently become a “Tech Fund?” | ...

Retirement Coffee Talk ·

2025/02/01

On this week's show: The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks? Preparing your 401(k) for retirement. Are bonds back in favor? Selling your business to fund your 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.

en

10:30

How much will an IRA-to-Roth Conversion save you?

Retirement Coffee Talk ·

2025/01/28

Pay the taxes now or pay the taxes later. What makes sense for your IRA and 401(k)? 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.

en

52:31

What can gift cards teach us about retirement? | When...

Retirement Coffee Talk ·

2025/01/25

On this week's show: Those unused gift cards in your wallet or purse have something in common with your retirement portfolio. There are 7 Trillion dollars in CDs and Money Markets. Where should you put your money now? Everyone says lower your stock market risk in retirement. We found one advisor that completely disagrees. Is he crazy? 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

en

9:33

When is the worst time to see a financial advisor?

Retirement Coffee Talk ·

2025/01/21

Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial advisor? 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.

en

52:10

Should a change in President have you worried about...

Retirement Coffee Talk ·

2025/01/18

On this week's show: As Inauguration Day approaches, what does history show us about the market after a new president is elected? Developing your own personal pension. 8 things to check off your list before retirement. A survey shows that many people have a misconception about Social Security benefits. 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

en

11:19

Is it Possible to Save Too Much in Your 401(k)?

Retirement Coffee Talk ·

2025/01/14

There may come a time near retirement where you should switch from your employer 401(k) to something else. When and why? 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.

en

54:06

Never walk out the door without THIS from your...

Retirement Coffee Talk ·

2025/01/11

A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: What happens when you ask Charisse for a second opinion on your current financial plan? 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.

en

10:25

The Top 5 Things People Miss When They Do Their Own...

Retirement Coffee Talk ·

2025/01/07

Retirement planning is more than just investments. Do you have the knowledge to deal with taxes, Medicare, and Social Security? We’ll discuss the big 5 that people miss. 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.

en

53:46

Where do you put your retirement money in 2025? | The...

Retirement Coffee Talk ·

2025/01/04

On this week's show: Should the change in interest rates, the economy and the White House have you changing your retirement strategy? Is moving money from an IRA to a Roth a good idea for your retirement? The Top 5 Things people neglect if they try to do retirement planning alone. 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

en

22:01

Interview with Marion County Fire and Rescue Chief...

Retirement Coffee Talk ·

2024/12/31

Charisse Rivers helps people everyday protect their money for retirement. She also has an interest in the people who are protecting our way of life in Marion County. Today she highlights Marion County Fire and Rescue Chief James Banta. 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.

en

36:48

Interview with Ocala Police Chief Mike Balken

Retirement Coffee Talk ·

2024/12/28

Charisse Rivers helps people build a better life with retirement planning. She also has a vested interest in making life better in Ocala. Today she highlights the efforts of Ocala Police Chief Mike Balken. 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.

en

6:03

What’s more important in retirement, protection, or...

Retirement Coffee Talk ·

2024/12/24

Going through a 20-year retirement without growing your money would be difficult. But losing the money in a market crash could be devastating. Protection or growth: How do you choose? 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.

en

54:30

Finding the Right Balance Between Protection and...

Retirement Coffee Talk ·

2024/12/21

On this week's show: Where is your priority with your retirement money? Protection or growth? How much cash should you have on the sidelines? There is a lot of optimism about the stock market in 2025. Should you invest in 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.

en

9:00

How much do you need to save to have a $100k-a-year...

Retirement Coffee Talk ·

2024/12/17

It’s common for people to have a target of $1 million saved, and a $100k-a-year spend in retirement. How much do you need to make that happen? 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.

en

51:02

Will the latest Social Security proposal work? | 60%...

Retirement Coffee Talk ·

2024/12/14

On this week's show: We figured out why the media says we need MILLIONS to retire comfortably. There is a plan to push back when you can get your Social Security benefits. Do you have “one more year” syndrome? The end of the year brings up two discussions about your 401(k): RMDs and 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,

en

13:45

Do you know what your retirement paycheck is?

Retirement Coffee Talk ·

2024/12/10

Knowing your retirement income is as important as knowing your income in your working years. Avoiding the scenario of being “scared to spend.” 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.

en

408 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...