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
A Retirement Lesson from Eddie Murphy
Eddie Murphy told a great story on the Tonight Show about having “safe money.” Would it work for you?
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Five Things Older Retirees Regret About Retirement
When people in their 80s look back on retirement, what do they wish they had done differently? You might be shocked.
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The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson from Eddie Murphy & James Brown | When to Claim Social Security | The 401(k) Tax Bomb
On this week's show:
- Inflation is down to it's lowest level in 3 years and the Fed is cutting interest rates. But can we avoid recession and how does this all affect you and your retirement?
- James B…
It’s the biggest time of the year for Give4marion.org. What you need to know.
Whether it’s homeless pets, veterans, feeding the hungry, or something else, many of us have a passion to help our community. Give4marion.org can help and we can tell you how to get involved.
Like th…
Getting involved in our community with give4marion.org | Getting the help you need with your 401(k) | Retirement in Florida is getting more and more expensive | What if you need more income?
On this week's show:
- September 17-18 are big days in Marion County. Find out how you can connect with and help the charities you are passionate about.
- Who is going to help you get the most out of yo…
Check Off These Important Retirement Points Before the End of the Year
Tax loss harvesting, charitable giving, RMDs and more. What should you be talking about with your financial advisor before December 31st?
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Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining the confidence you won’t run out of money | What should your end of the year retirement meeting look like?
On this week's show:
- Good times or bad? What do the indicators show for 2025?
- You pack money in a 401(k) with no help. How do you get the help you need?
- A new study says those IN retirement are more…
5 Ways to Plan for Long Term Care
Studies show 70% of us will need some kind of care in our elder years. This expense could wipe out a lifetime of savings in a short time. How do we protect ourselves?
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5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for so many reasons | How to avoid this 10,000 dollar a month event in retirement
On this week's show:
- The “R” word is still out there. Recession. Can you protect the gains you’ve realized?
- Another nationally recognized name blows up the 4% withdrawal rule.
- You protect your retir…
The tax code has over 70 thousand pages! Do you know which ones to use for a better retirement?
Many believe the tax code was written just for people who have a lot of money with tax and investment experts. There is at least one action item you need to be aware of that can help in retirement.
L…
Can you have a great retirement without being a financial expert?
Paul McCartney recently admitted he can't read music. Yet he wrote beautiful songs. How can you have a great retirement without knowing the ins and outs of Wall Street?
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Tax free, taxable, tax deferred. What does it all mean?
Being diversified in your retirement portfolio means more than your investments. Can you diversify your taxes as well?
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The stock market went down 1000 points in a day. What happened? | Are cash and bonds a good place for safety? | Having the right mix in taxes | Should the election guide your financial decisions?
On this week's show:
- Market volatility is back. How do you react?
- What is your idea of “safe money”?
- You diversify your investments. How do you diversify your taxes?
- Does the election concern you an…
Medicare is a maze. How do you get started?
2024 is Peak 65. More people are turning 65 this year than any other year in history. Age 65 means filing for Medicare. What do you need to know?
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Understanding the Recent Market Drop and How You Should Respond
During a interview on WSKY, Charisse Rivers talks about the recent stock market downturn. Why did this happen? How could it impact your retirement savings? Do you have a retirement plan that is setup…
3 Ways to Create Income in Retirement
A Princeton Professor found the three most common ways people develop income in retirement. Are you using one of them?
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Calming Your Financial Worries About Election Turmoil and Markets
The political headlines are changing daily. It effects the markets and your retirement accounts. Can you have a plan that takes you out of the chaos?
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Can the election turmoil hurt your retirement? | Ideas on how to create your retirement paycheck | People in their 80s discuss how they would do retirement differently | The changes in retirement laws you need to know about
On this week's show:
- Keeping your financial calm during these troubled political times.
- 3 ways to create income in retirement.
- Five things older retirees regret.
- Keeping up with the changing laws of…
Signs You May Be Better Prepared for Retirement Than You Think
Not everyone has a million dollars saved for retirement. Yet 70% of retirees say they are doing just fine. How is that possible?
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How the Grilled Cheese Foundation is Helping Our Community
Charisse Rivers and the team at Zinnia Wealth Management are helping young people in our area with the Grilled Cheese Foundation. In this episode, Charisse talks about how it all got started and how …