Podcast Episodes

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?…

1 year, 10 months ago

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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, 10 months ago

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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?

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1 year, 10 months ago

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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…

1 year, 11 months ago

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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, 11 months ago

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Your Retirement Readiness Check List

There are more people turning 65 this year than any year in history. That age kicks in some preparations you’ll need to make for retirement. Charisse…

1 year, 11 months ago

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Our Government is thinking about eliminating the 401(k)!

The 401(k) is probably the primary way people save for retirement. Yet some say it is outdated and, in some cases, unfair. Why? And if we didn’t have…

1 year, 11 months ago

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Pensions: Is taking lump sum the right call?

Charisse Rivers discusses the decision retirees face regarding their pensions. She explains the pros and cons of taking a monthly check versus a lump…

1 year, 11 months ago

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Navigating the Maze of Financial Fees in Retirement

Hidden fees are prevalent in many industries, but none more so for retirees and pre-retirees than in the financial services industry. Charisse Rivers…

2 years ago

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Importance of Income Planning in Retirement | Uncovering Hidden Fees | Pensions: Is taking lump sum a good idea? | Why is Uncle Sam rooting on your 401(k)?

On this week's show:

Some people are getting to retirement and finding they need more money. How Income planning can help you be better prepared. Hi…

2 years ago

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