Podcast Episodes

A Retirement Lesson from Tom Selleck

In this episode of Retirement Coffee Talk Podcast:

How do you develop income with your 401(k)? IBM thinks they have the answer. Kevin O’Leary has an…

2 years, 3 months ago

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Is the 401(k) getting any better?

The 401(k) comes up short in a lot of ways. No income, limited choices, poor performance. Charisse shares ways to overcome some of these problems.

Li…

2 years, 3 months ago

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2024 is the peak of baby boom retirement

On this week's show:

12 thousand people will turn 65 every day in 2024. Are you ready for retirement? Has the 401(k) made any improvements in the la…

2 years, 3 months ago

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The Hot Stove Lesson of Your 401(k)

Your mom told you not to touch the hot stove or you’ll get burned. The government and the financial industry are trying to use the same lesson with y…

2 years, 4 months ago

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Is there a financial crisis coming?

On this week's podcast:

When the talking heads say there is a financial crisis coming, what does that mean? Taxes in retirement are different than t…

2 years, 4 months ago

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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, 4 months ago

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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, 4 months ago

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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, 4 months ago

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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, 4 months ago

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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, 4 months ago

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