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...
How Do I Plan for Retirement When I Don’t Know How Long I’m Going to Live?
When an advisor says we are going to plan a 30-year retirement, many people will say they’ll never live that long. What if you do?
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How to Keep Calm in Financial Turbulence | Should Gold Be Part of Your Retirement Plan? | Do you have a plan for generating income during market downturns? | Are you ready to tackle retirement taxes?
On this week's episode:
Are you prepared for market ups and downs in your retirement? Gold: A Safe Bet or Risky Gamble? Why You Might Pay More Taxes in Retirement Retirement isn't just about finances; it's about creating lasting memories and joy.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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Is It Possible to Live Solely on Dividend Income During Retirement?
Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question.
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Don’t Accept Cookie Cutter Portfolios From Your Advisor
60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be more customized?
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Financial and Emotional Steps to Deal with These Crazy Markets
We know markets go up and down, but when we experience a big market plunge, it always seems to catch us by surprise. How do you shut the gate on your current losses and build a plan so you are protected in the future?
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How Do You “Shut the Gate” on Your Current Market Losses? | The Fight You May Be Losing in Your Retirement Accounts | What to Do If Your Spouse Shows Signs of Dementia | The Saving Number for Retirement Just Got Bigger. Is It Accurate?
On this week's episode:
Finding calm in crazy markets. The hole in your retirement bucket you need to plug. Protecting against the high cost of long-term care. Do you really need $1.9 million saved to have a great retirement?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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Medicare Tutorial with Rob Main
Rob Main helps people of all ages at Rob Main Health and Wellness. That puts him deep into the world of Health coverage and Medicare. Learn what you need to know about the ups and downs of Medicare.
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What would happen if we applied the DOGE concept to your retirement accounts? | You’ve heard of the 60/40 portfolio. What is the Zinnia Wealth mix of 40-30-20-10? | The ins and outs of Medicare with Rob Main
On this week's episode:
Rooting out the waste and inefficiency in your retirement plan.
There are many ideas about how you should allocate your retirement money. 60% stocks and 40% bonds is an old standard. Charisse has a new option to consider.
Rob Main of Rob Main Health and Wellness joins us to discuss the details you should know about Medicare.
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4 Things People Want to Know from Their Financial Advisor Right Now
When markets get volatile, people want to know how to “stop the drop” and these four questions for the future.
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Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor
On this episode:
Should your retirement income always come from the same place? Avoiding one of the biggest retirement mistakes. Many people who take a lump sum pension are out of money in 5 years. The main questions people are asking their financial advisors right now.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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