Retirement Coffee Talk

A study found that of all the services women use, they are most dissatisfied with financial services. Why is that and how can we do better?

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There’s a study that says ONE THIRD of your spending in retirement will related taxes! Do you have a plan for that?

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Both Congress and the IRS have some new ideas on how to treat your 401k in retirement. Plus help with your Social Security decision.

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Do you remember your very first paycheck? It was exciting to tear it open to see what all your hard work had accomplished. But there was another surprise waiting for you, and it should teach us a lif…

Charisse participated in a charity golf outing and was able to interview Florida Football Legends Steve Spurrier and Danny Wuerffel…with a little financial wisdom sprinkled in.

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On today’s podcast, we learn an important financial lesson from the highest paid woman on TV. Can you guess who it is?

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When people come into Zinnia Wealth, what are the most common problems they are looking to solve?

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It’s the anniversary of one of the single worst days in stock market history. Could it happen again? Can you guard your retirement money from it?

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If the economy and the stock market go into recession, does your retirement account have to as well? Find out how to “opt out” of the next market decline.

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Social Security and your 401k may not be enough. How do you build more paychecks in retirement?

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With the interest rate going down where do you go for return? Is pushing more toward risk based money the answer?

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There is a lot to consider when it comes time for Medicare. Charisse guides you through some of the basics.

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Recently Charisse participated in a 36-hour endurance challenge in the mountains of Utah. What she learned about herself, and how it applies to preparing for retirement.

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At a recent charity golf tournament Charisse had the chance to talk to the Gators new Head Football Coach, Dan Mullin.

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This week on Facebook, a young man learned a hard financial life lesson through the game of Monopoly.

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The Dow has seen a lot of down days recently and that may be affecting your retirement accounts. Do you dismiss it or take action?

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What happens when you sit down with a financial advisor? Is it a long process? Do you need to bring a lot of papers and questions? What should you expect?

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Have you used the new Facebook app that can age your picture 20 years? Not a good look for many of us, but it is actually helping people think about financial planning.

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This month marks the 25th anniversary of the movie Forrest Gump. What important financial wisdom can we learn from Forrest?

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A survey was done that found even people with financial help still worry about running out of money. Is there a solution?

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