Podcast Episodes
Back to Search
Tax free, taxable, tax deferred. What does it all mean?
Being diversified in your retirement portfolio means more than your investments. Can you diversify your taxes as well?
Like this episode? Hit that F…
1Â year, 7Â months ago
The stock market went down 1000 points in a day. What happened? | Are cash and bonds a good place for safety? | Having the right mix in taxes | Should the election guide your financial decisions?
On this week's show:
Market volatility is back. How do you react? What is your idea of “safe money”? You diversify your investments. How do you dive…1 year, 7 months ago
Medicare is a maze. How do you get started?
2024 is Peak 65. More people are turning 65 this year than any other year in history. Age 65 means filing for Medicare. What do you need to know?
Lik…
1Â year, 7Â months ago
Understanding the Recent Market Drop and How You Should Respond
During a interview on WSKY, Charisse Rivers talks about the recent stock market downturn. Why did this happen? How could it impact your retirement sa…
1Â year, 7Â months ago
3 Ways to Create Income in Retirement
A Princeton Professor found the three most common ways people develop income in retirement. Are you using one of them?
Like this episode? Hit that F…
1Â year, 8Â months ago
Calming Your Financial Worries About Election Turmoil and Markets
The political headlines are changing daily. It effects the markets and your retirement accounts. Can you have a plan that takes you out of the chaos?…
1Â year, 8Â months ago
Can the election turmoil hurt your retirement? | Ideas on how to create your retirement paycheck | People in their 80s discuss how they would do retirement differently | The changes in retirement laws you need to know about
On this week's show:
Keeping your financial calm during these troubled political times. 3 ways to create income in retirement. Five things older ret…1 year, 8 months ago
Signs You May Be Better Prepared for Retirement Than You Think
Not everyone has a million dollars saved for retirement. Yet 70% of retirees say they are doing just fine. How is that possible?
Like this episode? …
1Â year, 9Â months ago
How the Grilled Cheese Foundation is Helping Our Community
Charisse Rivers and the team at Zinnia Wealth Management are helping young people in our area with the Grilled Cheese Foundation. In this episode, Ch…
1Â year, 9Â months ago
Are we on the verge of a market bubble burst? | Signs you may be better off than you think for retirement
On this week's show:
Are the market nay-sayers onto something? Using dividend paying stocks. New Roth options to consider. The ups and downs of Targ…1 year, 9 months ago