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. đź’¬ Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and You...
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Will 2026 Be a Better Year to Retire Than 2025? | Can “Buying the Dip” Be Successful? | The 4 Most Common Questions for Financial Advisors
<p>On this episode:</p> Interest rates are down; market predictions are uncertain. Should that be a factor in your retirement decision? If you have cash on the sidelines, can you buy the dip and time the market? What does the 2026 tax conversion look like. <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
<p>Charisse sits down with Karen and Shannon Cobbs to explore the legacy and preservation of Grandview Clydesdales. Hear about their family’s multi-generational commitment, the unique traits of these gentle giants, and how their tours and events inspire the community to help protect this iconic breed for future generations. Grandview Clydesdales is one of the Top 10 attractions in the state, right in your own backyard!</p> <p>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!</p><p>Se...
What Are the Chances the Market Will Be Up 4 Years in a Row? | Red Flags to Watch Out for When Choosing an Advisor | Interview with Karen and Shannon Cobbs of Grandview Clydesdales
<p>On this episode:</p> The stock market has been up double-digits 3 years in-a-row. Can we do it again or is it time for protection mode? Over 4 million people retire every year. How do you spot the “bad actors” that might pop up in retirement planning? <p>Charisse chats with Karen and Shannon Cobbs about Grandview Clydesdales, their history, preservation efforts, and unique community experiences.</p> <p>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!</p><p>See om...
Another Idea to Save Social Security
<p>If nothing is done, Social Security will be cutting back benefits in less than 10 years. There are a lot of ideas to solve the problem, but no one can agree. We’ll look at some of the ideas and discussion.</p> <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
Oreo Flavors Gone Wild: Would You Eat a Turkey Cookie? | Target Date Funds: The Risk You Didn’t See Coming | Can You Really Afford to Gift Your Kids $200,000? | Should You Pay Off Everything Before Retiring?
<p>On this episode:</p> <p>What do turkey-flavored Oreos have in common with financial products that aren’t what they seem?</p> <p>Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds.</p> <p>Is generosity now a threat to your own retirement security? </p> <p>Is wiping out all your debt before retirement a smart move—or a costly mistake?</p> <p>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!<...
Are You Set Up to Get Retirement Royalties?
<p>Movie stars and music artists get “royalties” for their past work. Can you do the same in retirement?</p> <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
Is the New Vanguard 401(k) Offering a Good Deal? | 4 Things People Want from Their Retirement Plan | 75% of People Try to Do Their Own Retirement Plan. What Do They Usually Miss?
<p>On this episode:</p> Vanguard is offering a Target Date Fund with an annuity option. What could go wrong? Turns out, retirees want more stability than the stock market provides. If you DIY your retirement plan, what are the dangers? <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
Should Dividend Paying Stocks Be a Part of Your Retirement Plan?
<p>There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into?</p> <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
Should You Pay Off Your House Before You Retire?
<p>Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and how to make those decisions.</p> <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
Is Retirement the Most Complex Financial Time of Your Life? | If the Market Is Down, Do You Cut Back on the Fun? | How Uncle Sam Has Your 401(k) in a Headlock
<p>On this episode:</p> <p>Why is retirement so complicated?</p> <p>In down years in the stock market, does that mean you should cut back on your lifestyle?</p> <p>Without some planning and discussion, your 401(k) could be a tax trap.</p> <p>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!</p><p>See omnystudio.com/listener for privacy information.</p>
