Podcast Episodes

Back to Search
What would happen if we applied the DOGE concept to your retirement accounts? | You’ve heard of the 60/40 portfolio. What is the Zinnia Wealth mix of 40-30-20-10? | The ins and outs of Medicare with Rob Main
What would happen if we applied the DOGE concept to your retirement accounts? | You’ve heard of the 60/40 portfolio. What is the Zinnia Wealth mix of 40-30-20-10? | The ins and outs of Medicare with Rob Main

On this week's episode:

Rooting out the waste and inefficiency in your retirement plan.

There are many ideas about how you should allocate your r…

1 year, 2 months ago

Short Long
View Episode
4 Things People Want to Know from Their Financial Advisor Right Now
4 Things People Want to Know from Their Financial Advisor Right Now

When markets get volatile, people want to know how to “stop the drop” and these four questions for the future.

Like this episode?  Hit that Follow b…

1 year, 2 months ago

Short Long
View Episode
Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor
Where to Pull Retirement Income from When the Markets are Falling | 70% of Retirees Wish They had Done THIS | Dealing With a Lump Sum Pension | 4 Questions People Ask When Seeing a Financial Advisor

On this episode:

Should your retirement income always come from the same place? Avoiding one of the biggest retirement mistakes. Many people who tak…

1 year, 2 months ago

Short Long
View Episode
Is Dave Ramsey Steering You Wrong on Social Security?
Is Dave Ramsey Steering You Wrong on Social Security?

When you take Social Security is an important decision. Dave Ramsey has an opinion that may or may not be right for you.

Like this episode?  Hit tha…

1 year, 2 months ago

Short Long
View Episode
Protecting your retirement account from a recession | Can you retiree or do you really have to work one more year? | Dave Ramsey has foot in mouth disease…again!
Protecting your retirement account from a recession | Can you retiree or do you really have to work one more year? | Dave Ramsey has foot in mouth disease…again!

On this episode:

Is this market event short, or long term? Doing the math on your retirement date. Dave Ramsey has helped a lot of people get out of…

1 year, 2 months ago

Short Long
View Episode
What does Tony Robbins have against your 401(k)?
What does Tony Robbins have against your 401(k)?

Your 401(k) has been a good savings vehicle, but using it in retirement can be tricky. How do you work around the lack of income and tax problems?

L…

1 year, 2 months ago

Short Long
View Episode
What is going on in the stock market? Is it going to get worse? | Why is Tony Robbins beating up 401(k)s? | There’s a new annuity option in some 401(k)s. Is it worth looking at? | How do we deal with the possible cut back in Social Security?
What is going on in the stock market? Is it going to get worse? | Why is Tony Robbins beating up 401(k)s? | There’s a new annuity option in some 401(k)s. Is it worth looking at? | How do we deal with the possible cut back in Social Security?

On this week's episode:

What’s next for the stock market? How your 401(k) comes up short in retirement. The first annuities are popping up in 401(k)…

1 year, 2 months ago

Short Long
View Episode
Interview with Ryan Stewart of McKenney Chiropractic Center
Interview with Ryan Stewart of McKenney Chiropractic Center

Most of us have dealt with back pain. It could be an incident or ongoing. What’s new in the Chiropractic area to help and how do we avoid problems in…

1 year, 2 months ago

Short Long
View Episode
Are We Seeing Signs of a 2025 Market Correction? | Finding Your Sweet Spot for Social Security | Why is This a Great Time for an IRA-to-Roth Conversion? | Chiropractor Ryan Stewart Joins Us to Talk About Dealing with Back Pain
Are We Seeing Signs of a 2025 Market Correction? | Finding Your Sweet Spot for Social Security | Why is This a Great Time for an IRA-to-Roth Conversion? | Chiropractor Ryan Stewart Joins Us to Talk About Dealing with Back Pain

On this episode:

The headlines have gone negative about the 2025 stock market. Should you be concerned? Trying to unlock the code of when to start S…

1 year, 2 months ago

Short Long
View Episode
Is Your Financial Advisor the Right Fit for You?
Is Your Financial Advisor the Right Fit for You?

Just because the chef wears a white smock doesn’t make them a great cook. Just because your financial advisor says they do retirement planning doesn’…

1 year, 3 months ago

Short Long
View Episode

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us