Podcast Episodes

Are you about to get a love letter from the IRS?

If you decided to take advantage of the higher interest rates with a CD or other product in 2023, look for a form in the mail soon from the IRS.

See o…

2 years, 2 months ago

View Episode

Helpful Tax Moves You May Not Know About

Charisse provides insights on lesser-known aspects of taxes, plus:

Should you invest in the new Bitcoin ETF? Is the 60/40 portfolio back? A predicti…

2 years, 2 months ago

View Episode

Four moves that can help you reduce your tax bill

Did you know you can get an extra deduction just for being 65? Charisse has other tips that she says her clients miss that they (and you) need to kno…

2 years, 2 months ago

View Episode

3 Burning Topics on Minds of Retirees

In today's episode, Charisse addresses 3 big retirement concerns:

Boomers and Millennials differ wildly on how much money will make them happy. Wher…

2 years, 2 months ago

View Episode

How will the financial stories of 2023 unfold in 2024?

In this episode, we look at interest rates, the Fed, markets, regional banks, The Magnificent 7's and more. Learn what's in store for 2024. 

Like thi…

2 years, 3 months ago

View Episode

Can you retire without long-term care insurance? The answer may be yes!

Long-term care insurance is expensive, but the cost of a long-term care event can be outrageous. What are the coverage options and at what point can …

2 years, 3 months ago

View Episode

Florida shows up big on the "Best Places to Retire" list!

Charisse provides valuable insights for those considering a move to Florida. There's great weather and quality of life, but there is one thing Florid…

2 years, 3 months ago

View Episode

Are CDs, I-Bonds, Treasuries, and annuities too high maintenance?

When you use financial products that have terms like 3 months, 6 months, or a year…you are constantly making decisions. Is this a turn off to retiree…

2 years, 3 months ago

View Episode

Your checklist 5 years before retirement

They call it “The Retirement Red Zone.” It’s what you should be aware of 5 years before retirement and the first 5 years in retirement. Charisse walk…

2 years, 4 months ago

View Episode

Has Dave Ramsey gone off the rails?

Recently, respected financial radio host Dave Ramsey suggested you can have an 8% pull on your money in retirement. Charisse finds a lot that could g…

2 years, 4 months ago

View Episode