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
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.
The “Golden Egg” of retirement planning
As you prepare for retirement, what financial tools will you use?
See omnystudio.com/listener for privacy information.
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 informatio…
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.
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.
Interview with Chuck Pagano
Charisse talks with former Indianapolis Colts head coach, Chuck Pagano.
See omnystudio.com/listener for privacy information.
Interview with Bruce Bowen
Charisse chats with 3-time NBA Champion and NBA analyst - Bruce Bowen.
See omnystudio.com/listener for privacy information.
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.
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.
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.
Interview with Debbe Dunning
Charisse talks with Debbe Dunning of Home Improvement fame.
See omnystudio.com/listener for privacy information.
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.
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 omnystudi…
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.
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…
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.
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 …
What do you get from a meeting at Zinnia Wealth?
If you meet with Charisse and her team, what does the process look like and what do you get out of it?
See omnystudio.com/listener for privacy information.
The 3 biggest questions people are asking me right now
What are your concerns about retirement? Charisse goes through the current Top 3 and her solutions.
See omnystudio.com/listener for privacy information.
What to check and what to watch out for in your 401(k)
We have a 401(k) checklist. Plus, there are 2 places where the 401(k) comes up short. How do you solve those issues?
See omnystudio.com/listener for privacy information.