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, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

On this episode:
<ul>
<li>
The fear of running out of money is widespread. We found the point when that fear nearly goes away.
</li>
<li>
Taxes, step up basis, taxable, tax deferred&hellip;inherited money comes with some homework. 
</li>
</ul>
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

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:
What’s your goal from growing your money: 3%, 5%, beat the market? Is that important in retirement?
This might be your biggest hurdle if you want to retire early.

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!

On this episode:
<ul>
<li>What&rsquo;s your goal from growing your money: 3%, 5%, beat the market? Is that important in retirement?</li>
<li>This might be your biggest hurdle if you want to retire early.</li>
</ul>
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>!

What’s More Important to You: Growing Your Money or Protecting It? | Watch Out for This Early Retirement Trap

On this episode:
Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle.
Markets rise, markets fall — but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy.
Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable.

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!

On this episode:
<ul>
<li>Think retirement is just about saving? Discover the three numbers that matter most &mdash; what&rsquo;s coming in, what&rsquo;s going out, and whether your savings can truly support your lifestyle.</li>
<li>Markets rise, markets fall &mdash; but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy.</li>
<li>Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable.</li>
</ul>
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>!

Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Between People Who Are Preparing for Retirement and Those in Retirement | The Mistake Over 30% of Retirees Make

Chester Weber has made his living around horses. He has created one of the premiere events in the Ocala area at Live Oak International. What do you need to know to attend?


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!

Chester Weber has made his living around horses. He has created one of the premiere events in the Ocala area at Live Oak International. What do you need to know to attend?
 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>!

THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance

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