Retirement Coffee Talk - podcast cover

Retirement Coffee Talk

Charisse Rivers•www.zinniawealth.com
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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 for a secure and fulfilling retirement.

💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

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Episodes

Could you run out of money due to Sequence of return risk?

Putting money in the market for retirement comes with some risk, but when you start drawing that money out to live on it puts you into a whole new risk category. See omnystudio.com/listener for privacy information.

Apr 13, 2020•11 min

How are you handling all the negative news?

The headlines and talking heads are pretty bleak right now. How do you get past that with a positive attitude and make positive financial moves for your future? See omnystudio.com/listener for privacy information.

Mar 30, 2020•11 min

A wild week on Wall Street with the Corona Virus

The Corona Virus shows up on Wall Street with some of the worst numbers in 2 years. How do you react as a retirement saver? See omnystudio.com/listener for privacy information.

Mar 02, 2020•15 min

Beyond the Basics

We brought in an article this week that says a good financial advisor goes “Beyond the Basics.” What are the basics, and what should we expect beyond that? See omnystudio.com/listener for privacy information.

Feb 17, 2020•8 min

Do the retirement rules of thumb still work?

Does taking 4% of your money still insure that you won’t run out of money in retirement? Maybe it’s time to take a fresh look at the retirement “Rules of Thumb”? See omnystudio.com/listener for privacy information.

Feb 10, 2020•10 min

A 10 year look back is not enough

The financial industry likes to get you a 10-year history of mutual funds, stocks, bonds, and portfolios. Charisse explains why that is not working anymore. See omnystudio.com/listener for privacy information.

Feb 03, 2020•8 min

Bruce & Chris Arians interview

Recently Charisse sat down with the new coach of the Tampa Bay Buccaneers, Bruce Arians and his wife Chris. They talked about their charitable work and the Bucs. See omnystudio.com/listener for privacy information.

Jan 30, 2020•16 min

The Taxman is coming for you

Many people believe they’ll pay fewer taxes in retirement. There are new studies to show that may not be true. See omnystudio.com/listener for privacy information.

Jan 27, 2020•7 min

Tim Tebow Interview

Former UF Quarterback Tim Tebow is having a worldwide impact with his charity work. Charisse sat down with him to find out about his great work and how we can help. See omnystudio.com/listener for privacy information.

Jan 20, 2020•12 min

Women are unhappy with the financial industry

A study found that of all the services women use, they are most dissatisfied with financial services. Why is that and how can we do better? See omnystudio.com/listener for privacy information.

Dec 16, 2019•10 min

You need a tax savvy advisor

There’s a study that says ONE THIRD of your spending in retirement will related taxes! Do you have a plan for that? See omnystudio.com/listener for privacy information.

Dec 09, 2019•8 min

Proposed changes to your 401k

Both Congress and the IRS have some new ideas on how to treat your 401k in retirement. Plus help with your Social Security decision. See omnystudio.com/listener for privacy information.

Nov 25, 2019•12 min

Financial lessons from Rachel on “Friends”

Do you remember your very first paycheck? It was exciting to tear it open to see what all your hard work had accomplished. But there was another surprise waiting for you, and it should teach us a life-long lesson. See omnystudio.com/listener for privacy information.

Nov 18, 2019•9 min

Steve Spurrier & Danny Wuerfful Interviews

Charisse participated in a charity golf outing and was able to interview Florida Football Legends Steve Spurrier and Danny Wuerffel…with a little financial wisdom sprinkled in. See omnystudio.com/listener for privacy information.

Nov 11, 2019•26 min

Show me the Money!

On today’s podcast, we learn an important financial lesson from the highest paid woman on TV. Can you guess who it is? See omnystudio.com/listener for privacy information.

Nov 04, 2019•8 min

Could Black Monday happen again?

It’s the anniversary of one of the single worst days in stock market history. Could it happen again? Can you guard your retirement money from it? See omnystudio.com/listener for privacy information.

Oct 21, 2019•7 min

The danger of retiring in a down market

If the economy and the stock market go into recession, does your retirement account have to as well? Find out how to “opt out” of the next market decline. See omnystudio.com/listener for privacy information.

Oct 14, 2019•6 min

Let’s build 5 sources of income

Social Security and your 401k may not be enough. How do you build more paychecks in retirement? See omnystudio.com/listener for privacy information.

Sep 30, 2019•7 min

Making your Medicare decisions

There is a lot to consider when it comes time for Medicare. Charisse guides you through some of the basics. See omnystudio.com/listener for privacy information.

Sep 16, 2019•7 min

Climbing the financial mountain

Recently Charisse participated in a 36-hour endurance challenge in the mountains of Utah. What she learned about herself, and how it applies to preparing for retirement. See omnystudio.com/listener for privacy information.

Sep 02, 2019•9 min

Dan Mullin Interview

At a recent charity golf tournament Charisse had the chance to talk to the Gators new Head Football Coach, Dan Mullin. See omnystudio.com/listener for privacy information.

Aug 26, 2019•13 min
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