Podcast Episodes
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What can gift cards teach us about retirement? | When your CD comes due, what’s next for your money? | One advisor who says 100% risk before AND IN retirement
On this week's show:
Those unused gift cards in your wallet or purse have something in common with your retirement portfolio.
There are 7 Trillio…
1Â year, 4Â months ago
When is the worst time to see a financial advisor?
Everyone seems to ask “When is the BEST time to see a financial advisor?" Today we flip that around. When is the WORST time to see a financial adviso…
1Â year, 4Â months ago
Should a change in President have you worried about the Market? | Don't have a pension? Can you create your own? | The Top 8 things you can do to get ready for retirement | Many people are wrong about how social security works | What does ice cream have to do with retirement planning?
On this week's show:
As Inauguration Day approaches, what does history show us about the market after a new president is elected? Developing your ow…1 year, 4 months ago
Is it Possible to Save Too Much in Your 401(k)?
There may come a time near retirement where you should switch from your employer 401(k) to something else. When and why?
Like this episode? Hit tha…
1Â year, 4Â months ago
Never walk out the door without THIS from your financial advisor
A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: Wha…
1Â year, 4Â months ago
The Top 5 Things People Miss When They Do Their Own Retirement Planning
Retirement planning is more than just investments. Do you have the knowledge to deal with taxes, Medicare, and Social Security? We’ll discuss the big…
1Â year, 4Â months ago
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
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 mone…1 year, 5 months ago
Interview with Marion County Fire and Rescue Chief James Banta
Charisse Rivers helps people everyday protect their money for retirement. She also has an interest in the people who are protecting our way of life i…
1Â year, 5Â months ago
Interview with Ocala Police Chief Mike Balken
Charisse Rivers helps people build a better life with retirement planning. She also has a vested interest in making life better in Ocala. Today she h…
1Â year, 5Â months ago
What’s more important in retirement, protection, or growth?
Going through a 20-year retirement without growing your money would be difficult. But losing the money in a market crash could be devastating. Protec…
1Â year, 5Â months ago