Retirement Coffee TalkRetirement Coffee Talk

Where do you put your retirement money in 2025? | The #1 reason people sought out a financial advisor in 2024 | If you try to DIY your retirement, here are the top 5 things people usually miss

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Retirement Coffee Talk

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and pre 
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On this week's show:

  • Should the change in interest rates, the economy and the White House have you changing your retirement strategy?
  • Is moving money from an IRA to a Roth a good idea for your retirement?
  • The Top 5 Things people neglect if they try to do retirement planning alone.

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!

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Retirement Coffee Talk

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement p 
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