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 …

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…

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!…

Should Dividend Paying Stocks Be a Part of Your Retirement Plan?

There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into? 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, Ins…

Should You Pay Off Your House Before You Retire?

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. Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse…

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

On this episode: Why is retirement so complicated? In down years in the stock market, does that mean you should cut back on your lifestyle? Without some planning and discussion, your 401(k) could be a tax trap. Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, …

Don’t Let Money Worries Steal Your Joy in Retirement

On this episode: 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. Like this episode?  Hit that Follow button and never miss an e…

3 Things You Can Do with Your 401(k) at Retirement

Your 401(k) may be your biggest retirement asset. What are your options on how best to use it? 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 YouTu…

Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support

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…

What Oreo Cookies Can Teach Us about Retirement

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. Like this episode?  Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Chariss…