You protect your property before a hurricane, but are you protecting your retirement accounts for what might be a financial hurricane? A global survey found these are the five things’ people get wrong as they get ready for retirement. What is tax loss harvesting and why is this a good year to look into it?

You protect your property before a hurricane, but are you protecting your retirement accounts for what might be a financial hurricane? A global survey found these are the five things’ people get wrong as they get ready for retirement. What is tax loss harvesting and why is this a good year to look into it?

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

You protect your property before a hurricane, but are you protecting your retirement accounts for what might be a financial hurricane? A global survey found these are the five things’ people get wrong as they get ready for retirement. What is tax...

Preparing for a financial hurricane | The things many of us get wrong as we get ready for retirement | Tax tips before the end of the year

Are hidden financial hazards undercutting your golden years before they even start? In this episode of Retirement Coffee Talk, Charisse Rivers breaks down why navigating retirement requires the right set of tools—much like choosing the proper club on a windy golf course. From updating legacy accounts to replacing low-yielding assets, discover why relying on a traditional 60/40 portfolio might leave you vulnerable. Plus, learn why planning for your "go-go years" early matters far more than just picking stocks, and how a custom income strategy helps you enjoy your wealth with confidence through any market cycle.

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!

Are hidden financial hazards undercutting your golden years before they even start? In this episode of Retirement Coffee Talk, Charisse Rivers breaks down why navigating retirement requires the right set of tools&mdash;much like choosing the proper club on a windy golf course. From updating legacy accounts to replacing low-yielding assets, discover why relying on a traditional 60/40 portfolio might leave you vulnerable. Plus, learn why planning for your "go-go years" early matters far more than just picking stocks, and how a custom income strategy helps you enjoy your wealth with confidence through any market cycle.
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>!

The Golf Metaphor for Your Money: Navigating Retirement Hazards

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Like navigating hazards on a golf course, managing your retirement requires picking the right tool for changing winds, taxes, and market swings. On this episode of Retirement Coffee Talk, host Charisse Rivers breaks down why standard, cookie-cutter advice like blanket Social Security rules or traditional 60/40 portfolios often fall short. Learn how to optimize your timeline to maximize your early active retirement years, avoid losing ground to inflation with idle cash, and strategically handle inherited or outdated assets. Discover actionable insights to build a resilient, custom-tailored financial strategy designed to protect your wealth through every market cycle.

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!

Like navigating hazards on a golf course, managing your retirement requires picking the right tool for changing winds, taxes, and market swings. On this episode of Retirement Coffee Talk, host Charisse Rivers breaks down why standard, cookie-cutter advice like blanket Social Security rules or traditional 60/40 portfolios often fall short. Learn how to optimize your timeline to maximize your early active retirement years, avoid losing ground to inflation with idle cash, and strategically handle inherited or outdated assets. Discover actionable insights to build a resilient, custom-tailored financial strategy designed to protect your wealth through every market cycle.
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>!

Why the "60/40 Portfolio" Might Fail Your Retirement

Are long-ignored market risks quietly threatening your life savings in retirement? Financial advisor Charisse Rivers breaks down the danger of "financial amnesia" and why holding a traditional 60/40 portfolio during your decumulation years can trigger severe sequence-of-returns risk. Discover how hidden mutual fund fees in rolled-over 401(k)s erode long-term wealth, and learn why shifting to income-focused, capital-preservation strategies helps safeguard your lifestyle against market volatility. Tune in to build a written, stress-tested income plan designed to help you live by design, not by default.

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!

Are long-ignored market risks quietly threatening your life savings in retirement? Financial advisor Charisse Rivers breaks down the danger of "financial amnesia" and why holding a traditional 60/40 portfolio during your decumulation years can trigger severe sequence-of-returns risk. Discover how hidden mutual fund fees in rolled-over 401(k)s erode long-term wealth, and learn why shifting to income-focused, capital-preservation strategies helps safeguard your lifestyle against market volatility. Tune in to build a written, stress-tested income plan designed to help you live by design, not by default.
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>!

Preparing for a financial hurricane | The things many of us get wrong as we get ready for retirement | Tax tips before the end of the year

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