264 épisodes
Retirement Coffee Talk Charisse Rivers
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- Affaires
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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Navigating the Maze of Financial Fees in Retirement
Hidden fees are prevalent in many industries, but none more so for retirees and pre-retirees than in the financial services industry. Charisse Rivers of Zinnia Wealth Management discusses the impact of fees on your retirement accounts and the importance of understanding and managing them effectively through retirement planning.
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Importance of Income Planning in Retirement | Uncovering Hidden Fees | Pensions: Is taking lump sum a good idea? | Why is Uncle Sam rooting on your 401(k)?
On this week's show:
Some people are getting to retirement and finding they need more money. How Income planning can help you be better prepared.
Hidden fees are prevalent in various industries, including the financial services sector, and can have a significant impact on individuals' finances.
The decision to take a lump sum or a monthly check from a previous employer requires careful financial planning and consideration of long-term implications.
401(k)s are up, and Uncle Sam rooting you on. Why?
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. -
In Retirement Planning, Seeing is Believing
You may think you can’t retire, but how would you know unless you do the math? At Zinnia Wealth, we think “seeing is believing.”
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. -
What is “sell in May and go away mean?” | Will Social Security sink like the Titanic? | Understanding your investment speed limit
On this week's show:
Is it wise to take the summer off from your investments?
How doing the math on your retirement can make it real.
Could Social Security actually go away?
They say speed kills. Can too much risk do the same thing?
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. -
Should you buy gold at the same place you buy your mayonnaise?
Costco is selling 200 million dollars in gold bars per month. Is this a good hedge if the market goes down?
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. -
When your advisor says, “This too shall pass.” | Should you buy gold? | What is your “side hustle” for income in retirement? | When your portfolio needs a good scrubbing
On this week's show:
How do we avoid the advisor conversation of “Hang in there, it will come back.”
The pros and cons of buying gold.
If Social Security and your 401(k) are your main sources of retirement income, where do you look next?
Time to get the Windex and rubber gloves out. What do we find when your portfolio gets a good scrubbing?
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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