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

When is it time to move money?

There are two times when people want to move money: When the market is way up and when the market is way down. Charisse discusses both scenarios. See omnystudio.com/listener for privacy information.

Jan 11, 2021•11 min

Doing the math on your retirement

Studies show we are living longer and longer. How do you make the money last? Do the math! See omnystudio.com/listener for privacy information.

Dec 14, 2020•9 min

Congratulations! You’re a 401(k) millionaire!

The market is up and so are the people who have a million dollars in their 401(k). But do you really want your millionaire status to go up and down with the market? See omnystudio.com/listener for privacy information.

Dec 07, 2020•8 min

What can a Kit Kat Bar teach us about taxes?

The tax code is over 75 thousand pages. Can you believe there is something in there about Kit Kat Bars? See omnystudio.com/listener for privacy information.

Nov 23, 2020•9 min

Will politicians ruin the 401(k)?

Joe Biden wants to make a change to the 401(k), and it may not be for the better. See omnystudio.com/listener for privacy information.

Oct 12, 2020•9 min

You lost your job. What about your 401(k)?

We are in a second wave of layoffs due to the pandemic. Before you dip into that 401(k), know your options. See omnystudio.com/listener for privacy information.

Oct 05, 2020•6 min

Is there a time when "greed is good"?

The movie line was "Greed is good". When you get closer to retirement, it may be time to be "greedy" and grab some profit for your future. See omnystudio.com/listener for privacy information.

Sep 21, 2020•7 min

Should the election affect your investments?

What happens to the market and the tax landscape after the election? Is there something you should be doing now to protect your money? See omnystudio.com/listener for privacy information.

Sep 14, 2020•6 min

Medicare 101

The open enrollment window for Medicare starts Oct 15th. What do you need to know if this is your first experience with this or if you are considering a different advantage plan? See omnystudio.com/listener for privacy information.

Aug 31, 2020•10 min

Is Monopoly a game of luck or skill?

We have discovered that there are a lot of life and financial planning lessons in the game of Monopoly. See omnystudio.com/listener for privacy information.

Aug 24, 2020•9 min

You’ve got to DO THE MATH!

One survey found only 4 in 10 people know how much income they will need each month in retirement. You don’t have a plan without this number! See omnystudio.com/listener for privacy information.

Aug 10, 2020•10 min

Let’s “Do the Math” on your retirement

Suze Orman says the "60-40" portfolio is dead. Charisse looks at that and other outdated financial strategies. See omnystudio.com/listener for privacy information.

Aug 03, 2020•10 min

Help! I’m running out of money.

A new survey looked at people who retired from 1992 to 2014 and found almost 50% of respondents had to dial back their lifestyle and spending because they didn’t have enough income. What happened? See omnystudio.com/listener for privacy information.

Jul 27, 2020•8 min

Why should you get a second opinion on your plan

Have you ever wondered if your financial plan is missing something or out of date? If so, it’s time to test your retirement. See omnystudio.com/listener for privacy information.

Jul 20, 2020•6 min

Will the market be too risky over the next 6 months?

There are plenty of headwinds for the market and the economy to move through on the way to recovery. Can you risk your retirement money that it will all turn out rosy? See omnystudio.com/listener for privacy information.

Jun 29, 2020•10 min

How the pandemic has hit Social Security

Social Security admits (unless something is done) in 2036 they will not be able to pay 100% of their promised benefits. Has Covid-19 moved that timeline up? See omnystudio.com/listener for privacy information.

Jun 15, 2020•9 min

Do you plan for the best or the worst?

Market history claims an average of 7% growth per year. So how is that working out in 2020 if you are taking income? How do you plan for all these scenarios over a 20 or 30-year retirement? See omnystudio.com/listener for privacy information.

May 18, 2020•6 min

Oh my gosh, she said the “A” word!

Income planning is one of the foundational parts of retirement planning. Charisse looks at some of the good and the bad of annuities. See omnystudio.com/listener for privacy information.

May 04, 2020•12 min

Is your financial plan suddenly out of date?

Even if you created a financial plan just 6 months ago, the current financial crisis may mean you’ll have to re-think some of your strategies. See omnystudio.com/listener for privacy information.

Apr 27, 2020•17 min
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