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 You...
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A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
<p>On this episode:</p> Sometimes the marketing is better than the product. Leaving your IRA in cash after a rollover. Should I use MY plan or Uncle Sam’s plan for my RMDs? <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>
80% of Us Could Be Making This Retirement Mistake!
<p>There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs.</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>
A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement
<p>On this episode:</p> Unspent money = unrealized memories. Most of us go right along with Uncle Sam’s plan for your IRA. Why? What to do with your biggest retirement asset. <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>
Shohei Ohtani Teaches Us a Retirement Lesson
<p>The new Dodgers phenom has structured his pay using deferral. 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>
A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money
<p>On this episode:</p> Retiring into a down market. Are you ready? Uncle Sam says you have to take IRA money at 73. What are your options? <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>
RMDs and Rollovers: Your 401(k) and Retirement
<p>Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? Am I headed for a tax problem? Let’s get you the answers.</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>
How Do People Really Spend in Retirement? | Putting the 4% Rule to a History Test | It’s Time for RMD Math | A Life Change That Also Triggers a Change in Financial Advisors
<p>On this episode:</p> Want to know how much to save? Look at how people spend in retirement. One long retirement rule says if you only spend 4% of your retirement money per year, you’ll never run out. Is it true? People will many times leave their financial advisor when THIS happens. <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>
The Mag 7 and The Suspicious 8
<p>The tech stocks have been holding up the stock market and perhaps your retirement accounts. We found another category that may be holding you back.</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>
What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?
<p>On this episode:</p> Should you tinker with your risk profile as the headlines change? There are two new ideas on saving Social Security. Will they work? <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>
Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars
<p>There are all sorts of headlines telling us we need to have 1.8 million dollars to retire. That is turning out not to be true.</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>
