Podcast Episodes

Retirement Planning: The Importance of a Second Opinion Review

Join Charisse Rivers and Zinnia Wealth Online on the Retirement Coffee Talk podcast as they discuss the significance of getting a second opinion revi…

2 years, 11 months ago

What About Annuities? Hear real questions from listeners and real answers from Charisse Rivers

You can email us a question any time at retirement@zinniawealth.com. This week we handle questions our listeners have about annuities.

💬 Engage, Sh…

2 years, 11 months ago

Navigating Social Security: Debunking Online Misinformation

In this episode of the Retirement Coffee Talk podcast, Charisse Rivers tackles the topic of Social Security and addresses the prevalence of online mi…

2 years, 11 months ago

Wisdom from Warren Buffett: The Power of a Written Retirement Plan

Join Charisse Rivers of Zinnia Wealth for an enlightening episode of Retirement Coffee Talk. In this episode, we delve into the wisdom of Warren Buff…

2 years, 11 months ago

Father’s Day Special

There are a lot of lessons (and financial lessons) we learned from our dads. Today we talk about how some of those lessons Charisse learned can bene…

2 years, 11 months ago

(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. …

3 years 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…

3 years 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…

3 years 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 …

3 years 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…

3 years ago