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Retirement Coffee Talk Charisse Rivers
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- Wirtschaft
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!
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How some financial advisors are failing retirees | You may be shocked at what age is considered early retirement | A 401(k) plan is not a retirement plan | A strategy where you can save less and get more
On this week's show:
There are things that you need in retirement that many financial advisors are not providing.
Is 61 considered early retirement? Find out the average age when most people retire.
Your 401(k) is an important piece of your retirement plan, but it comes up short in many ways
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Your 401(k) Plan is NOT a Retirement Plan
Most people have a 401(k). But that is only one piece of a retirement. A full plan involves plans for investments, Social Security, taxes, estate and more.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information. -
Splurges that are worth it in retirement
Most of us have some big dreams for retirement. But what if that dream is a budget buster? We have 4 splurges that you won’t regret in your retirement years.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information. -
Avoiding big losses when the market turns negative | What is the average monthly spend in retirement? | Are you missing out on your share of 3.4 trillion dollars?
On this week's show:
When the stock market starts to go negative, how do you avoid being victim of that downward momentum?
Things that are worth spending money on.
When the financial news has an agenda.
62, 66, 67, or 70? What is your Social Security strategy?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information. -
Four Options for How to Use Your 401(k)
Cash it out, roll it over, convert it. Your 401(k) has a number of options in retirement. What are the pros and cons of each one?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information. -
Tax Talk: IRAs, 401(k)s, and more
On this week's show:
Your IRA: How does it help your tax picture and how many should you have?
Is it possible to be TOO conservative with your investments?
Is the recent market pullback a signal of recession?
4 options for your 401(k).
The pros and cons of Medicare Advantage plans.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
See omnystudio.com/listener for privacy information.
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