Podcast Episodes

(Part 4 of 4) The 7 Biggest Mistakes People Make Before Retirement

Charisse Rivers of Zinnia Wealth takes on the sensitive topics no one wants to talk about…but should. Medicare, Long-Term Care, and Estate Planning. …

2 years, 10 months ago

(Part 3 of 4) The 7 Biggest Mistakes People Make Before Retirement

Charisse Rivers of Zinnia Wealth talks about two vital elements of retirement planning people neglect: Income and Tax planning. Find out more at zinn…

2 years, 10 months ago

(Part 2 of 4) The 7 Biggest Mistakes People Make Before Retirement

Charisse Rivers of Zinnia Wealth discusses the ups and downs of being too aggressive or even too conservative with investments. Find out more at zinn…

2 years, 10 months ago

(Part 1 of 4) The 7 Biggest Mistakes People Make Before Retirement

Charisse Rivers of Zinnia Wealth discusses missteps people make with Social Security. Taking it at the wrong time and working while collecting their …

2 years, 10 months ago

Honoring Mom Before and After Retirement

Moms have the most important job in the world. Many moms will spend a lot of time in retirement alone. How can we help with good financial planning?

S…

2 years, 10 months ago

Full Show 5/13/23

It’s Mother’s Day! Honoring our moms before and in retirement. Don’t miss the opportunity of these high interest rates! Don’t ignore your check e…

2 years, 11 months ago

Protecting your money from the Wall Street casino

When you go to a casino, they give you a sheet that shows you the odds of winning each game. Should Wall Street do the same? How do you decide how mu…

2 years, 11 months ago

Full Show 5/6/23

Three things we all need from a retirement plan are protection, income, and growth. Charisse outlines how Zinnia Wealth addresses all three.   Plus:…

2 years, 11 months ago

De-taxing your IRA

Using your tax refund to lower your taxes in retirement. Are you a good candidate to move money from your IRA to a Roth?

See omnystudio.com/listener f…

2 years, 11 months ago

Full Show 4/29/23

Want to retire early? How do you fill the income gap if you want to wait on Social Security? We found another crazy retirement rule. Does it work? P…

2 years, 11 months ago