Navigating retirement planning without the right tools can feel like teeing off into a headwind—one wrong club choice, and your entire score suffers. In this episode of Retirement Coffee Talk, host Charisse Rivers of Zinnia Wealth unpacks why treating your life's savings like a personalized golf strategy is the key to mastering market volatility, taxes, and Social Security decisions. From untangling inherited accounts and evaluating old annuities to timing your "go-go years" while health allows, Charisse shares real-world guidance on choosing the right tools for your specific goals, so you never risk outliving your money.

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!

Navigating retirement planning without the right tools can feel like teeing off into a headwind&mdash;one wrong club choice, and your entire score suffers. In this episode of Retirement Coffee Talk, host Charisse Rivers of Zinnia Wealth unpacks why treating your life's savings like a personalized golf strategy is the key to mastering market volatility, taxes, and Social Security decisions. From untangling inherited accounts and evaluating old annuities to timing your "go-go years" while health allows, Charisse shares real-world guidance on choosing the right tools for your specific goals, so you never risk outliving your money.
Like this episode?&nbsp; Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

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!

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 <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

When you tune in to "Retirement Coffee Talk" to sip on Charisse's wealth of knowledge, you'll gain insights on the latest financial trends, and discover the keys to achieving a fulfilling retirement.

Retirement Coffee Talk

Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement

Marker 01

Playing the financial terrain of retirement requires picking the right tool for every hazard, from unpredictable market swings to tax drag. On this episode of Retirement Coffee Talk, Charisse Rivers breaks down how to strategically assemble an all-weather retirement plan using dedicated tax, income, and asset tools. She reveals why retirees often struggle to spend their hard-earned 401(k) savings, how to customize Social Security claiming strategies, and why broadening markets demand fresh portfolio diversification beyond the usual tech stocks. Discover how aligning your wealth with your lifestyle goals ensures you fully enjoy your prime retirement years.

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!

Playing the financial terrain of retirement requires picking the right tool for every hazard, from unpredictable market swings to tax drag. On this episode of Retirement Coffee Talk, Charisse Rivers breaks down how to strategically assemble an all-weather retirement plan using dedicated tax, income, and asset tools. She reveals why retirees often struggle to spend their hard-earned 401(k) savings, how to customize Social Security claiming strategies, and why broadening markets demand fresh portfolio diversification beyond the usual tech stocks. Discover how aligning your wealth with your lifestyle goals ensures you fully enjoy your prime retirement years.
Like this episode?&nbsp; Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?

You paid off your home, but do you actually own it—or are you paying the government a lifetime subscription? State Representative Ryan Chamberlain joins Charisse Rivers to debate the true cost of Florida’s property tax system, exposing how escalating taxes act like an undisclosed second mortgage on everyday homeowners. We pull back the curtain on government budgets to analyze whether proposals like shifting to sales tax or tapping tourism revenue can truly deliver tax relief without sacrificing critical local services. Listen in to uncover the plain truth about tax policy, government accountability, and what it really takes to secure your home.

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!

You paid off your home, but do you actually own it&mdash;or are you paying the government a lifetime subscription? State Representative Ryan Chamberlain joins Charisse Rivers to debate the true cost of Florida&rsquo;s property tax system, exposing how escalating taxes act like an undisclosed second mortgage on everyday homeowners. We pull back the curtain on government budgets to analyze whether proposals like shifting to sales tax or tapping tourism revenue can truly deliver tax relief without sacrificing critical local services. Listen in to uncover the plain truth about tax policy, government accountability, and what it really takes to secure your home.
Like this episode?&nbsp; Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

Who Really Owns Your Home? The Property Tax Trap

Playing a six-hour game of Monopoly with family can expose the exact financial mistakes people make in real life—especially when relying on a single asset class instead of staying properly diversified. Host Charisse Rivers dives into the realities of retirement planning, from building non-cookie-cutter income streams to addressing potential future Social Security cuts. Joined by Florida Representative Ryan Chamberlain, the discussion turns to the push for eliminating property taxes and protecting long-term wealth. Discover practical strategies to navigate financial noise, avoid estate planning pitfalls, and secure a guaranteed stream of income that supports your lifestyle without risking your hard-earned legacy.

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!

Playing a six-hour game of Monopoly with family can expose the exact financial mistakes people make in real life&mdash;especially when relying on a single asset class instead of staying properly diversified. Host Charisse Rivers dives into the realities of retirement planning, from building non-cookie-cutter income streams to addressing potential future Social Security cuts. Joined by Florida Representative Ryan Chamberlain, the discussion turns to the push for eliminating property taxes and protecting long-term wealth. Discover practical strategies to navigate financial noise, avoid estate planning pitfalls, and secure a guaranteed stream of income that supports your lifestyle without risking your hard-earned legacy.
Like this episode?&nbsp; Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at <a href="https://bit.ly/3ZPv1KB">Zinnia Wealth Management</a>: <a href="https://bit.ly/45ILKRj">Facebook</a>, <a href="https://bit.ly/46MYvLy">Instagram</a>, <a href="https://bit.ly/3PUuWk5">LinkedIn</a> and <a href="https://bit.ly/3LZEYPY">YouTube</a>!

Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement

In 1 playlist(s)

Retirement Coffee Talk

Social links

Follow podcast

Recent clips