Retirement Coffee Talk - podcast cover

Retirement Coffee Talk

Charisse Riverswww.zinniawealth.com

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

Taxes, the worst part of the game

This week on Facebook, a young man learned a hard financial life lesson through the game of Monopoly. See omnystudio.com/listener for privacy information.

Aug 19, 201910 min

New Market Volatility

The Dow has seen a lot of down days recently and that may be affecting your retirement accounts. Do you dismiss it or take action? See omnystudio.com/listener for privacy information.

Aug 12, 20197 min

What does your appointment at Zinnia wealth look like?

What happens when you sit down with a financial advisor? Is it a long process? Do you need to bring a lot of papers and questions? What should you expect? See omnystudio.com/listener for privacy information.

Aug 05, 201913 min

How the new Facebook app is helping financial planning

Have you used the new Facebook app that can age your picture 20 years? Not a good look for many of us, but it is actually helping people think about financial planning. See omnystudio.com/listener for privacy information.

Jul 29, 20197 min

A financial lesson from Forrest Gump

This month marks the 25th anniversary of the movie Forrest Gump. What important financial wisdom can we learn from Forrest? See omnystudio.com/listener for privacy information.

Jul 08, 20198 min

Solving the fear of running out of money

A survey was done that found even people with financial help still worry about running out of money. Is there a solution? See omnystudio.com/listener for privacy information.

Jul 01, 20196 min

What going on with the Fed?

Why would the Fed signal a rate cut in the near future? Should that signal to you it’s time to change your investment strategy? See omnystudio.com/listener for privacy information.

Jun 24, 20199 min

Your retirement money has to make money

You’ve saved your whole life, and now YOU get to stop working. But now YOUR MONEY has to start working. Charisse tells the story of a client who said, “I need this much per month, how do I make that happen?” See omnystudio.com/listener for privacy information.

Jun 17, 20196 min

Don’t give up on Social Security

There are plenty of stories about how Social Security is complicated and in trouble. Charisse sorts out the fact from the fiction. See omnystudio.com/listener for privacy information.

Jun 10, 20199 min

Questions everyone is asking about retirement

Charisse outlines some of the most asked questions when people come in to talk about their future retirement. See omnystudio.com/listener for privacy information.

May 23, 201913 min
Hosted on Omny Studio
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