Retirement Coffee Talk
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!
- Update frequency
- every 3 days
- Average duration
- 20 minutes
- Episodes
- 388
- Years Active
- 2019 - 2025
Should I dump my advisor?
Someone wrote to the 'Market Watch' advice column wondering if they should leave their financial advisor. Charisse found a number of reasons to say YES!
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Zinnia Wealth filling an important space in the financial industry
Women are very underserved by the financial industry. It’s mostly been guys talking to guys about investments. Charisse and her team are changing that.
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Will inflation make you cut back on your fun money?
Everything is more expensive. If you’re retired, will you have to make choices between paying for necessities and sacrificing your fun?
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How do you plan when you can’t predict the market?
The Fed has been wrong about inflation. Wall Street has been wrong about earnings. If the experts can’t predict the market, how can you predict and plan for your retirement?
The stock market isn’t the only game in town
There are those on Wall Street that say that you must be in the stock market for growth and all the ups and downs are just the price of admission. Is that true for all of us?
How long with this inflation last?
The markets are down as inflation and interest rates go up. How long will this last and what can you do to preserve your retirement money?
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Interview with former Vice President Mike Pence
Charisse talks with former Vice President Mike Pence about taxes, Social Security, and the American Dream.
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Action steps to take if we have a “financial hurricane” coming
Should you be financially boarding up windows and filling sandbags right now? Charisse takes you through steps for dealing with falling markets and a possible recession.
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Will Uncle Sam give retirees a tax break?
Last year was a great year for the stock market and Uncle Sam had a great year collecting taxes. Will that translate into tax breaks for retirees? If not, what are some options for tax planning?
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Is our stock market on the way up or down in the economic cycle?
Is our economy on the verge of better times or tougher times? Charisse explains where we are and how to position your money if you are near retirement.
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Charisse Rivers interviews Bill Murray and his brothers
It was big fun at the annual Murray Brothers Caddyshack Golf Tournament in St. Augustine this year. Charisse talked to the guys about the charity, their restaurant, their clothing line and retirement…
Jason Aldean Interview
Charisse Rivers of Zinnia Wealth interviews Country Star Jason Aldean about life, his Ocala/Florida connections, and his latest CD.
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Are bonds, pensions, and annuities keeping up with inflation?
When the stock market goes down, we look to income-producing vehicles to help. But at 8.5% inflation, are the traditional “go-to” producers keeping up?
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The legacy planning question
Do you want your kids to receive an inheritance? Would you like to control how they get it, so they don’t blow it? We have Estate Planning Attorneys in the Financial Service Center that can help.
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Are you sabotaging your retirement?
Is there something happening with your retirement money that you don’t know about that is undermining your retirement dreams? Find out today on the Retirement Coffee Talk Podcast.
Income or interstellar?
You can now buy a ticket for a 90-minute space ride for about 500 thousand dollars. If that’s not your thing, what kind of retirement can you build with the same amount?
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What to do during these crazy markets
What action you take with your retirement accounts depends on your age. How soon will you need this money? Charisse breaks it down into 3 groups and 3 courses of action.
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Are you tempted to tinker with your 401(k)?
As you look at this market, are you scared, paralyzed, or tempted to tinker with your retirement accounts? Charisse talks about how emotions can get in the way of good investment decisions.
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Making you an Income Wizard
Most of us have one way to make money, with one paycheck. In retirement, we need to have multiple sources of income. We need to make you an “Income Wizard.”
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Getting the specific help you need in retirement
Many financial advisors don’t have the special skills in taxes, estate planning and more. This is why Zinnia Wealth has created the Financial Services Center.
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