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A retirement lesson from Jerry Seinfeld
Assuming your retirement is going to work out because you’ve been a good saver can be dangerous. It’s time to do the math.
💬 Engage, Share, and Lear…
2Â years, 9Â months ago
Is Billy the Kid managing your retirement?
What happens when your financial advisor retires? Do they hand you off to “Billy the Kid”? When is it time to seek out a new advisor and what do you …
2Â years, 9Â months ago
Welcome to the Retirement Coffee Talk Podcast with Charisse Rivers
Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth and is the CEO of Zinnia Wealth …
2Â years, 9Â months ago
84% of us are making this retirement mistake
If you don’t have a tax plan going into retirement, you will likely have to follow Uncle Sam’s plan, and that may not be the best option for your re…
2Â years, 9Â months ago
Candace Owens gives advice to women on preparing for retirement
Charisse Rivers of Zinnia Wealth Management sits down with author and political commentator Candace Owens. They discuss motherhood, raising a family …
2Â years, 10Â months ago
Country Singer Gary LeVox Shares His Plan For Retirement
Charisse Rivers of Zinnia Wealth Management sits down with former Rascal Flatts lead singer Gary LeVox. They discuss the award-winning vocalist's new…
2Â years, 10Â months ago
Addicted to stocks? It might be time for rehab!
Through all the ups and downs of the past 40 years, many Baby Boomers have built their wealth using the stock market. But as you get into retirement…
2Â years, 10Â months ago
Ask Charisse – Questions from our listeners
This week Charisse handles your questions about how your Social Security could be taxed, the pros and cons of CDs and Annuities.
💬 Engage, Share, and…
2Â years, 10Â months ago
Charisse gets real with her listeners!
Charisse Rivers of Zinnia Wealth Management gets indepth on tax planning and answers real questions her listners ave asked, such as:
How can planni…2 years, 10 months ago
Financial Independence: Unlocking Freedom and Peace of Mind
In this episode of the Retirement Coffee Talk podcast with Charisse Rivers, the focus is on the concept of financial independence. Charisse discusses…
2Â years, 11Â months ago