Retirement Coffee Talk
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, Retirem…ÂFollow the podcast:
There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?
JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this. 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 an…
08:04
The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?
On this episode: There are some strange "coincidences" between the 1920s and the 2020s. But what does that really mean? JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this. Like this episode? Hit that Follow button and never miss an episode! 💬 En…
28:48
She Says, "It Was the Worst Retirement Decision of My Life"
Waiting to take your Social Security can get you a bigger check. But at what cost? 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!
08:18
Will 2026 Be a Better Year to Retire Than 2025? | Can “Buying the Dip” Be Successful? | The 4 Most Common Questions for Financial Advisors
On this episode: 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. Like this episode? Hit that Follow button and n…
51:38
Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
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 …
19:37
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
On this episode: 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? Charisse chats with Karen and Shannon Cobbs about…
51:30
Another Idea to Save Social Security
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. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and …
13:40
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?
On this episode: What do turkey-flavored Oreos have in common with financial products that aren’t what they seem? Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds. Is generosity now a threat to your own retirement security? Is wiping out all …
51:54
Are You Set Up to Get Retirement Royalties?
Movie stars and music artists get “royalties” for their past work. Can you do the same in 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 an…
09:24
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?
On this episode: 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? Like this episode? Hit that Follow button and never miss an episode!…
48:38