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
Will the market be too risky over the next 6 months?
There are plenty of headwinds for the market and the economy to move through on the way to recovery. Can you risk your retirement money that it will all turn out rosy?
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Everything you always wanted to know…about Medicare
We found a Covid-19 patient who would be swimming in debt without Medicare. What does it cost? How does it work? You need to know.
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How the pandemic has hit Social Security
Social Security admits (unless something is done) in 2036 they will not be able to pay 100% of their promised benefits. Has Covid-19 moved that timeline up?
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How do you opt out of a recession with your retirement money?
We may be headed for a recession, so how do you protect your retirement money?
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Do you plan for the best or the worst?
Market history claims an average of 7% growth per year. So how is that working out in 2020 if you are taking income? How do you plan for all these scenarios over a 20 or 30-year retirement?
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Oh my gosh, she said the “A” word!
Income planning is one of the foundational parts of retirement planning. Charisse looks at some of the good and the bad of annuities.
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Is your financial plan suddenly out of date?
Even if you created a financial plan just 6 months ago, the current financial crisis may mean you’ll have to re-think some of your strategies.
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The markets – One step forward, one step back
The volatility continues, on Wall Street. Why? Plus, is your financial advisor earning their money right now?
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Could you run out of money due to Sequence of return risk?
Putting money in the market for retirement comes with some risk, but when you start drawing that money out to live on it puts you into a whole new risk category.
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Actionable steps to take with your money during this market pullback
There are large numbers of people that are doing nothing right now with their money. Is that a good strategy? If you do take action, what do you do?
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How are you handling all the negative news?
The headlines and talking heads are pretty bleak right now. How do you get past that with a positive attitude and make positive financial moves for your future?
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Steps you can take right now to minimize losses
Market events like this tend to paralyze us. What can you do?
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Rattled by these wild market swings? It’s time to take action.
The market roller coaster continues. What are your options?
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Volatility is back on Wall Street. What is your move?
The Corona Virus, Super Tuesday, A Fed rate cut and daily swings of hundreds of points. Should you be on this market roller coaster?
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A wild week on Wall Street with the Corona Virus
The Corona Virus shows up on Wall Street with some of the worst numbers in 2 years. How do you react as a retirement saver?
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Shining the light on what’s robbing your wealth
There are unknown and unseen forces eating away at your retirement wealth. Charisse talks about finding and fixing them.
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Beyond the Basics
We brought in an article this week that says a good financial advisor goes “Beyond the Basics.” What are the basics, and what should we expect beyond that?
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Do the retirement rules of thumb still work?
Does taking 4% of your money still insure that you won’t run out of money in retirement? Maybe it’s time to take a fresh look at the retirement “Rules of Thumb”?
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A 10 year look back is not enough
The financial industry likes to get you a 10-year history of mutual funds, stocks, bonds, and portfolios. Charisse explains why that is not working anymore.
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Bruce & Chris Arians interview
Recently Charisse sat down with the new coach of the Tampa Bay Buccaneers, Bruce Arians and his wife Chris. They talked about their charitable work and the Bucs.
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