Retirement Coffee Talk

Retirement Coffee Talk

Por: Charisse Rivers
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!
411 episodios disponibles

Latest episodes of the podcast Retirement Coffee Talk

Don’t Let Money Worries Steal Your Joy in Retirement 06/12/2025
3 Things You Can Do with Your 401(k) at Retirement 02/12/2025
Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support 29/11/2025
What Oreo Cookies Can Teach Us about Retirement 25/11/2025
A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs 22/11/2025
80% of Us Could Be Making This Retirement Mistake! 18/11/2025
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 15/11/2025
Shohei Ohtani Teaches Us a Retirement Lesson 11/11/2025
A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money 08/11/2025
RMDs and Rollovers: Your 401(k) and Retirement 04/11/2025
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 02/11/2025
The Mag 7 and The Suspicious 8 28/10/2025
What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work? 25/10/2025
Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars 21/10/2025
You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products? 18/10/2025
You Love Working on Your Investments Every Day. Do You Have To? 14/10/2025
What Happens to Markets During a Government Shutdown? | Is Inflation Still a Big Retirement Issue? | Data on How People Spend Their Money in Retirement 11/10/2025
Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation 07/10/2025
Should Your Retirement Spending Go Down if the Market Goes Down? | Uncle Sam Has a Headlock on Your 401(k) | There’s New Interest in Dividend-Paying Stocks. Why? 04/10/2025
Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event 03/10/2025
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