Podcast Episodes

How fees can eat up your retirement money

Most of the places where you are saving for retirement like 401(k)s, Mutual Funds, stocks, bonds, etc have fees. The financial industry makes them ha…

2 years, 4 months ago

What the history of taxes tells us about our future

Imagine a 90% tax bracket. It may sound crazy, but it happened not that long ago. What is your strategy for your tax infested 401(k) if taxes go up a…

2 years, 4 months ago

Alternatives to the 60/40 Portfolio

When stocks and bonds are both down, the classic Wall Street 60/40 portfolio doesn’t work. Learn about the Zinnia Wealth alternative: The 40-30-20-10…

2 years, 4 months ago

Four Things You Need to Consider Before Retirement

There are many aspects that go into retirement planning, but not all of them pertain to your investments. Where will you live? How will your healthca…

2 years, 5 months ago

Is part of your retirement plan experiencing a 2008?

Many of us have used the Wall Street default mix of 60% stocks and 40% bonds. That idea has work well for many years…until now.

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2 years, 5 months ago

Using your 401k in retirement

For many of us, our 401(k) will be our biggest asset in retirement. How do you protect it, grow it, and pull income from it?

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2 years, 5 months ago

Inheritance planning – Protect me, from me!

Whether you receive a house, some land, or an amount of cash, inheriting money takes some planning. And if you are passing money down to your childre…

2 years, 5 months ago

Should you change your Medicare Plan?

The Medicare election window opens in October and closes in December. What do you need to know about Medicare if you are just starting, and what do …

2 years, 6 months ago

A Scholarly Perspective on Today's Retirement Planning

Charisse Rivers of Zinnia Wealth Management has a discussion with Dr. Roger Ibbotson and Dr. William Goetzmann from the Yale School of Management on …

2 years, 6 months ago

Risk Aversion and Retirement Planning

In this episode of Retirement Coffee Talk, Charisse Rivers highlights how to be risk-averse and still get the growth to fund retirement. She explains…

2 years, 6 months ago