Retirement Coffee Talk
Retirement Coffee Talk
Playlist by Retirement Coffee TalkRetirement 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…Follow the podcast:
431 clip(s) in playlist
How Do You Create Your Paycheck in Retirement?
From the 4% rule to pulling money as you need it, there are a lot of ways to determine your retirement paycheck. What are the pros and cons of each one? 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 …
10:13
The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense
On this episode: Whether you have $5 million or $500 thousand, everyone seems to be asking THIS question. Interest rates are down. Should you give up on bonds? People are more worried about THIS than the price of food and housing in retirement. Like this episode? Hit that Follow button and never …
50:52
Why the Numbers They Tell You to Save Are Wrong
When you see the articles that say you need $1.5 million to retire, it can be depressing. There is an important factor these numbers don’t include. 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 Weal…
07:53
Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
On this episode: Unexpected expenses will likely happen to you in retirement. How do you include that in your retirement budget? What happens when you lose your job a few years before retirement? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn …
27:06
THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance
On this episode: The fear of running out of money is widespread. We found the point when that fear nearly goes away. Taxes, step up basis, taxable, tax deferred…inherited money comes with some homework. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, a…
25:22
10 Signs You Know It’s Time to Retire
Do you have “retirement fever?” See if you can see yourself in our list. 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!
09:30
Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
On this episode: Lump sum or monthly payout: What would you choose as a lottery winner? A man who handled his own retirement planning and retired before 60 shares what he got wrong. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Ch…
29:07
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…
07:10
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…
26:26
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!
07:22