Retirement Coffee Talk

Market growth is great, but as the market went up, did it increase your risk level without you knowing about it?

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You just sold a house, a company, or inherited money. What should you consider to put this money to work for you and make it last?

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One survey found 75% of Americans believe saving 1 million dollars would give them the confidence to retire. What’s your number or should it even be a number?

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When we do a Portfolio X-Ray at Zinnia Wealth, what do we usually find?

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Fruitcake. You love it or your hate it. The same can be said for a retirement planning vehicle…the annuity. Why?

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Many people have now hit that mark of 1 million dollars saved in their retirement accounts. Are you celebrating or still worried?

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A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?

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Women now control 40% of the world’s wealth. Why are they being ignored by many advisors?

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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. 

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Charisse breaks down what you should be talking to your financial advisor about before the end of the year.

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Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith. 

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At a recent charity event, Charisse chatted with Pro Football Hall of Famer and former Miami Hurricane, Michael Irvin.

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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.

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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.

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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.

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Schwab asked people if they could see a financial advisor, in what areas would they want help. These are the top 4.

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Many people believe Social Security is going broke. Is that true and how do you plan around it?

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Whether it’s buying a house or moving money out of a 401(k), get some advice first.

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Each administration has a different idea about taxes. You need to know about the new proposals on Capital Gains and Inheritance.

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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?

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