Podcast Episodes

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, 5 months ago

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, 5 months ago

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, 5 months ago

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, 5 months ago

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, 6 months ago

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, 6 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, 6 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, 6 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, 7 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.

Like this episode?  H…

2 years, 7 months ago