Podcast Episodes

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?

See omnystudio.com/listen…

2 years, 7 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, 7 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, 7 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, 8 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, 8 months ago

A shocking revelation from the world’s biggest investment company

What does it mean when the world’s biggest investment company is telling you to plan for retirement by dialing back risk and use products OUTSIDE the…

2 years, 8 months ago

Full Show 9/9/23

Cash is trash or cash is king. Which is it? Can you go through retirement with all your money in a 401(k)? A shocking revelation from the world’s…

2 years, 8 months ago

Ask Charisse – Should I buy gold?

You see the commercials all the time: “Protect yourself from a market crash by buying gold!” Is it a good move? Charisse breaks down the pros and co…

2 years, 9 months ago

Will Uncle Sam take a bite out of your Social Security?

Is it really possible that your social security could be taxed in retirement? For some people, that may indeed be the case. Charisse Rivers of Zinnia…

2 years, 9 months ago

When is the right time to take Social Security?

Charisse Rivers of Zinnia Wealth Management talks about one of the most asked questions about retirement, "When should I take Social Security?"

💬 Eng…

2 years, 9 months ago