Retirement Coffee Talk - podcast cover

Retirement Coffee Talk

Charisse Rivers•www.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!

Last refreshed: July 18th, 2025 at 11:11 AM ⓘ

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Episodes

How women are being underserved by the financial industry

Women now control 40% of the world’s wealth. Why are they being ignored by many advisors? See omnystudio.com/listener for privacy information.

Nov 22, 2021•11 min

Interview with Isiah Thomas

Charisse Rivers chatted with the former NBA and college basketball star about his charity (The Mary's Court Foundation), dealing with adversity and advice on preparing for retirement. See omnystudio.com/listener for privacy information.

Nov 13, 2021•8 min

Financial items to address before the end of the year

Charisse breaks down what you should be talking to your financial advisor about before the end of the year. See omnystudio.com/listener for privacy information.

Nov 08, 2021•14 min

Interview with Stephen A. Smith

Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith. See omnystudio.com/listener for privacy information.

Oct 04, 2021•15 min

Interview with Michael Irvin

At a recent charity event, Charisse chatted with Pro Football Hall of Famer and former Miami Hurricane, Michael Irvin. See omnystudio.com/listener for privacy information.

Sep 20, 2021•8 min

How much do you need to save for retirement?

How much do you need to save? Ask different people of different ages and incomes, you’ll get all kinds of answers. Perhaps you are asking the wrong question. See omnystudio.com/listener for privacy information.

Sep 13, 2021•12 min

Lesson from John Calipari

Charisse sat down with Kentucky Coaching legend John Calipari. Hear what she learned about how the world of coaching basketball relates to having a coach with your finances. See omnystudio.com/listener for privacy information.

Aug 30, 2021•16 min

How will you be taxed in retirement?

70% of people in a Charles Schwab survey said they had no idea how their different accounts will be taxed. Charisse gives you the breakdown. See omnystudio.com/listener for privacy information.

Aug 23, 2021•10 min

The four areas people say they want financial help

Schwab asked people if they could see a financial advisor, in what areas would they want help. These are the top 4. See omnystudio.com/listener for privacy information.

Aug 16, 2021•13 min

Will Social Security be there for you?

Many people believe Social Security is going broke. Is that true and how do you plan around it? See omnystudio.com/listener for privacy information.

Jul 26, 2021•9 min

Avoiding the big financial mistake

Whether it’s buying a house or moving money out of a 401(k), get some advice first. See omnystudio.com/listener for privacy information.

Jul 12, 2021•10 min

Protecting your money...from Uncle Sam

Each administration has a different idea about taxes. You need to know about the new proposals on Capital Gains and Inheritance. See omnystudio.com/listener for privacy information.

Jun 21, 2021•11 min

Don’t miss this retirement planning opportunity

Wells Fargo says 80% of retirees rely primarily on Social Security and pensions for income. Is it enough and what can you do about it? See omnystudio.com/listener for privacy information.

Jun 14, 2021•8 min

Let’s Stress Test your retirement plan

A doctor might put you on a treadmill to test your fitness. Can you do the same thing with your retirement plan? See omnystudio.com/listener for privacy information.

Jun 07, 2021•8 min

The “Golden Egg” of retirement planning

As you prepare for retirement, what financial tools will you use? See omnystudio.com/listener for privacy information.

May 31, 2021•7 min

Interview with Chase Rice

While attending the Arians Family Foundation Annual Golf Tournament, Charisse sat down for a conversation with rising Country Music star, Chase Rice. See omnystudio.com/listener for privacy information.

May 17, 2021•11 min

Congress has some crazy ideas to change retirement planning

Congress is busy dreaming up new ways to tax us, but they are also considering taking away some of the advantages that we currently have in place! See omnystudio.com/listener for privacy information.

May 10, 2021•8 min

Interview with the Murray Brothers

Charisse chats with the Murray Brothers (Bill, Brian Doyle, Joel, John & Andy) at the 20th Annual Caddyshack Charity Golf Tournament. See omnystudio.com/listener for privacy information.

May 03, 2021•7 min

Interview with Chuck Pagano

Charisse talks with former Indianapolis Colts head coach, Chuck Pagano. See omnystudio.com/listener for privacy information.

Apr 23, 2021•10 min

Interview with Bruce Bowen

Charisse chats with 3-time NBA Champion and NBA analyst - Bruce Bowen. See omnystudio.com/listener for privacy information.

Apr 23, 2021•12 min

Interview with Bruce Arians

Charisse talks with Super Bowl winner and current head coach of the Tampa Bay Buccaneers - Bruce Arians. See omnystudio.com/listener for privacy information.

Apr 23, 2021•8 min

Interview with Eddie George

Charisse sits down with Heisman Trophy winner and former Tennessee Titan running back, Eddie George. See omnystudio.com/listener for privacy information.

Apr 23, 2021•13 min

Interview with Emmitt Smith

Charisse sits down with 3-time Super Bowl Champion, as well as NFL and College Football Hall of Famer, Emmitt Smith. See omnystudio.com/listener for privacy information.

Apr 23, 2021•12 min

Interview with Debbe Dunning

Charisse talks with Debbe Dunning of Home Improvement fame. See omnystudio.com/listener for privacy information.

Apr 23, 2021•12 min

Interview with Tim Allen and Richard Karn

Charisse talks with Tim Allen and Richard Karn of "Home Improvement" and the new History Channel series, "Assembly Required". See omnystudio.com/listener for privacy information.

Apr 21, 2021•11 min

Who’s your Retirement Caddy?

On the golf course, a caddy helps his golfer identify hazards, stay out of trouble and select the correct tool for the job. Is your financial advisor doing the same with your retirement? See omnystudio.com/listener for privacy information.

Apr 12, 2021•5 min

Will the last year of Covid be like your retirement?

No vacations, no travel, no going out to eat, no fun. Did we just preview your retirement with no plan? See omnystudio.com/listener for privacy information.

Mar 29, 2021•8 min

Is inflation coming back?

Some of you may remember mortgage rates over 10%. There are many signs that inflation may be going up. What does that mean for your retirement plan? See omnystudio.com/listener for privacy information.

Mar 15, 2021•9 min

What is tax rate arbitrage, and can it help you?

Lowering your tax liabilities in retirement should be a priority. But how do you do it? See omnystudio.com/listener for privacy information.

Feb 22, 2021•9 min

Your Social Security check may be in danger

Each year Social Security sends out billions, but they also pull back billions in taxes from people who exceed certain income levels. What do you need to know? See omnystudio.com/listener for privacy information.

Feb 15, 2021•8 min

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