Podcast Episodes

(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

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…

3 years, 1 month 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…

3 years, 1 month 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:…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month ago

Is the 60/40 portfolio working again?

Wall Street has always loved a mix of 60% stocks and 40% bonds. Last year that design had one of it’s worst years ever. This year it’s performing bet…

3 years, 1 month ago

Full Show 4/22/23

Could your fear of the stock market paralyze you when it’s time to invest for growth? Is the Wall Street 60/40 portfolio working again? Making the a…

3 years, 1 month ago

The difference between taxes in your working years and taxes in retirement

New laws and new ideas to limit your tax bill in retirement.

See omnystudio.com/listener for privacy information.

3 years, 1 month ago