253 episodes
Retirement Coffee Talk Charisse Rivers
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- Business
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4.1 • 10 Ratings
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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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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.
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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!
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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!
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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. -
Ask Charisse: Being Smart About Taking Money Out of Your 401(k)
In our Ask Charisse segment, we talk about taking money out of your IRA or 401(k).
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. -
Our response to: Retirement is stupid!
On this week's show:
One conservative talk show host declared that "Retirement is Stupid". We have another viewpoint.
You think airline baggage fees are bad? Take a closer look at the financial industry.
Suzi Orman talks Social Security and capital gains, but her advice could point you toward trouble.
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.
Customer Reviews
Very relatable
What I love most about Charisse Rivers is her openness to talk about her childhood and why she decided to be a financial advisor. I feel like I can relate and she knows how real the struggle can be. And she’s super smart!
Your the next Suzie Ormond
She is a forward thinker that knows how to convey the complex conversation of finance, yet still knows how to keep it real and make it fun to listen to!!
Give it a listen
Charisse does a phenomenal job of combining her experiences/client stories with radio hall of fame co-host Randy Cook’s questions and commentary. Great information and informative for all.