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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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>
Don’t Let Money Worries Steal Your Joy in Retirement
<p>On this episode:</p> The “Tiny Dings” that could become bigger financial problems. A strange disconnect between financial advisors and their clients. Don’t be generous but foolish with your inheritance. Avoiding the “debt free” temptation. <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>
3 Things You Can Do with Your 401(k) at Retirement
<p>Your 401(k) may be your biggest retirement asset. What are your options on how best to use it?</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>
Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support
<p>Join Charisse for a heartfelt discussion with Jonathon Fleece, President and CEO of Empath Health, as they explore gentle ways to support loved ones experiencing memory loss or other cognitive issues. Jonathon shares insights on navigating care options, finding comfort, and embracing empathy during life’s most challenging moments. Whether you’re a retiree or caring for a family member, this episode offers reassurance, practical advice, and hope for your journey.</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 Manageme...
What Oreo Cookies Can Teach Us about Retirement
<p>There are some ideas that look good on paper, but don’t turn out that way in real life. There are plenty of financial products that fit that bill and you should know about them.</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 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>
