Retirement Coffee Talk

Charisse Rivers of Zinnia Wealth Management sits down with author and political commentator Candace Owens. They discuss motherhood, raising a family in today's world, who Candace would pick as a pres…

Charisse Rivers of Zinnia Wealth Management sits down with former Rascal Flatts lead singer Gary LeVox. They discuss the award-winning vocalist's new solo career, the importance of having the right t…

Through all the ups and downs of the past 40 years, many Baby Boomers have built their wealth using the stock market. But as you get into retirement, should you be that dependent on the market or is…

This week Charisse handles your questions about how your Social Security could be taxed, the pros and cons of CDs and Annuities.

💬 Engage, Share, and Learn even more with Charisse and her team at Zin…

Charisse Rivers of Zinnia Wealth Management gets indepth on tax planning and answers real  questions her listners ave asked, such as:

• How can planning help reduce the overall tax burden in retiremen…

In this episode of the Retirement Coffee Talk podcast with Charisse Rivers, the focus is on the concept of financial independence. Charisse discusses what financial independence means and why it is e…

In this episode of the Retirement Coffee Talk podcast, Charisse Rivers tackles the topic of Social Security and addresses the prevalence of online misinformation surrounding it. She explores a common…

You can email us a question any time at [email protected]. This week we handle questions our listeners have about annuities.

💬 Engage, Share, and Learn with Charisse and her team at Zinni…

Join Charisse Rivers and Zinnia Wealth Online on the Retirement Coffee Talk podcast as they discuss the significance of getting a second opinion review for your retirement plan.

In this episode, they…

Join Charisse Rivers of Zinnia Wealth for an enlightening episode of Retirement Coffee Talk. In this episode, we delve into the wisdom of Warren Buffett, the legendary investor and CEO of Berkshire H…

There are a lot of lessons (and financial lessons) we learned from our dads. Today we talk about how some of those lessons Charisse learned can benefit you as you sit down with her to plan your reti…

Charisse Rivers of Zinnia Wealth takes on the sensitive topics no one wants to talk about…but should. Medicare, Long-Term Care, and Estate Planning. Find out more at zinniawealth.com.

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Charisse Rivers of Zinnia Wealth talks about two vital elements of retirement planning people neglect: Income and Tax planning. Find out more at zinniawealth.com.

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Charisse Rivers of Zinnia Wealth discusses the ups and downs of being too aggressive or even too conservative with investments. Find out more at zinniawealth.com.

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Charisse Rivers of Zinnia Wealth discusses missteps people make with Social Security. Taking it at the wrong time and working while collecting their benefit. 

💬 Engage, Share, and Learn with Charisse…

Moms have the most important job in the world. Many moms will spend a lot of time in retirement alone. How can we help with good financial planning?

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• It’s Mother’s Day! Honoring our moms before and in retirement.
• Don’t miss the opportunity of these high interest rates!
• Don’t ignore your check engine light or your check retirement light.
• What …

When you go to a casino, they give you a sheet that shows you the odds of winning each game. Should Wall Street do the same? How do you decide how much of your retirement money should be in the stock…

• Three things we all need from a retirement plan are protection, income, and growth. Charisse outlines how Zinnia Wealth addresses all three.  
• Plus: The 6 mistakes people make before retirement (and…

Using your tax refund to lower your taxes in retirement. Are you a good candidate to move money from your IRA to a Roth?

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