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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

51:39

Will 2026 Be a Better Year to Retire Than 2025? | Can...

Retirement Coffee Talk ·

2026/01/10

On this episode: Interest rates are down; market predictions are uncertain. Should that be a factor in your retirement decision? If you have cash on the sidelines, can you buy the dip and time the market? What does the 2026 tax conversion look like. 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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19:38

Love Horses? Let’s Take It to a New Level with the...

Retirement Coffee Talk ·

2026/01/06

Charisse sits down with Karen and Shannon Cobbs to explore the legacy and preservation of Grandview Clydesdales. Hear about their family’s multi-generational commitment, the unique traits of these gentle giants, and how their tours and events inspire the community to help protect this iconic breed for future generations. Grandview Clydesdales is one ofthe Top 10 attractions in the state, right in your own backyard! Like this episode? Hit that Follow button and never miss an episode! 💬 Engage,

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51:30

What Are the Chances the Market Will Be Up 4 Years in...

Retirement Coffee Talk ·

2026/01/03

On this episode: The stock market has been up double-digits 3 years in-a-row. Can we do it again or is it time for protection mode? Over 4 million people retire every year. How do you spot the “bad actors” that might pop up in retirement planning? Charisse chats with Karen and Shannon Cobbs about Grandview Clydesdales, their history, preservation efforts, and unique community experiences. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn

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13:41

Another Idea to Save Social Security

Retirement Coffee Talk ·

2025/12/31

If nothing is done, Social Security will be cutting back benefits in less than 10 years. There are a lot of ideas to solve the problem, but no one can agree. We’ll look at some of the ideas and discussion. 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

Oreo Flavors Gone Wild: Would You Eat a Turkey...

Retirement Coffee Talk ·

2025/12/27

On this episode: What do turkey-flavored Oreos have in common with financial products that aren’t what they seem? Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds. Is generosity now a threat to your own retirement security? Is wiping out all your debt before retirement a smart move—or a costly mistake? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her

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9:24

Are You Set Up to Get Retirement Royalties?

Retirement Coffee Talk ·

2025/12/24

Movie stars and music artists get “royalties” for their past work. Can you do the same in 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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48:39

Is the New Vanguard 401(k) Offering a Good Deal? | 4...

Retirement Coffee Talk ·

2025/12/20

On this episode: Vanguard is offering a Target Date Fund with an annuity option. What could go wrong? Turns out, retirees want more stability than the stock market provides. If you DIY your retirement plan, what are the dangers? 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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9:40

Should Dividend Paying Stocks Be a Part of Your...

Retirement Coffee Talk ·

2025/12/18

There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into? 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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8:37

Should You Pay Off Your House Before You Retire?

Retirement Coffee Talk ·

2025/12/16

Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and how to make those decisions. 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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53:55

Is Retirement the Most Complex Financial Time of Your...

Retirement Coffee Talk ·

2025/12/13

On this episode: Why is retirement so complicated? In down years in the stock market, does that mean you should cut back on your lifestyle? Without some planning and discussion, your 401(k) could be a tax trap. 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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51:05

Don’t Let Money Worries Steal Your Joy in Retirement

Retirement Coffee Talk ·

2025/12/06

On this episode: The “Tiny Dings” that could become bigger financial problems. A strange disconnect between financial advisors and their clients. Don’t be generous but foolish with your inheritance. Avoiding the “debt free” temptation. 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

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9:59

3 Things You Can Do with Your 401(k) at Retirement

Retirement Coffee Talk ·

2025/12/02

Your 401(k) may be your biggest retirement asset. What are your options on how best to use 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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40:55

Charisse Talks with Jonathon Fleece of Empath Health...

Retirement Coffee Talk ·

2025/11/29

Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones experiencing memory loss or other cognitive issues. Jonathon shares insights on navigating care options, finding comfort, and embracing empathy during life’s most challenging moments. Whether you’re a retiree or caring for a family member, this episode offers reassurance, practical advice, and hope for your journey. Like this episode? Hit

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13:39

What Oreo Cookies Can Teach Us about Retirement

Retirement Coffee Talk ·

2025/11/25

There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and you should know about them. 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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27:39

A Retirement Lesson from Oreo Cookies | IRA Rollover...

Retirement Coffee Talk ·

2025/11/22

On this episode: Sometimes the marketing is better than the product. Leaving your IRA in cash after a rollover. Should I use MY plan or Uncle Sam’s plan for my RMDs? 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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7:07

80% of Us Could Be Making This Retirement Mistake!

Retirement Coffee Talk ·

2025/11/18

There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs. 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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51:08

A New Mindset That Could Change Your View of...

Retirement Coffee Talk ·

2025/11/15

On this episode: Unspent money = unrealized memories. Most of us go right along with Uncle Sam’s plan for your IRA. Why? What to do with your biggest retirement asset. 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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7:21

Shohei Ohtani Teaches Us a Retirement Lesson

Retirement Coffee Talk ·

2025/11/11

The new Dodgers phenom has structured his pay using deferral. Can you do the same in 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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51:47

A Retirement Lesson from the World Series | What If...

Retirement Coffee Talk ·

2025/11/08

On this episode: Retiring into a down market. Are you ready? Uncle Sam says you have to take IRA money at 73. What are your options? 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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20:11

RMDs and Rollovers: Your 401(k) and Retirement

Retirement Coffee Talk ·

2025/11/04

Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? Am I headed for a tax problem? Let’s get you the answers. 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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422 results

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