Podcast Episodes

Charisse Interviews John Calipari

We revisit an interview Charisse conducted with the 3-time Naismith College Basketball Coach of the Year and current University of Kentucky head coac…

3 years ago

Full Show 3/18/23

What do we need to know about the recent bank failures? Is 5% growth enough to fund a retirement? March Madness is underway, so is Tax Madness. Are …

3 years ago

What you get with a Zinnia Wealth financial plan

Protection, income, growth, tax planning, Social Security, Medicare, and Estate Planning. Do you have all these elements in your retirement plan? If…

3 years ago

Full Show 3/11/23

Protection, income, growth, tax planning, Social Security, Medicare, and Estate Planning. Do you have all these elements in your retirement plan? I…

3 years, 1 month ago

What makes Zinnia Wealth different?

Over 90% of financial advisors leave the business in 3 years. Why Zinnia Wealth continues to thrive and stand the test of time.

See omnystudio.com/li…

3 years, 1 month ago

Getting rid of the worry about retirement

Part of our goal at Zinnia Wealth is to take some of the mystery and worry out of retirement. Doing the math and seeing it on paper is a great way t…

3 years, 1 month ago

Full Show 3/4/23

What to do if we see a big market drop this year. Suzi Orman just made an interesting move toward portfolio protection. What to consider when mak…

3 years, 1 month ago

Conditions are better now to slowly phase into retirement

What happens if you tell your employer you want to start cutting back and slowly phase into retirement? 5 years ago, that might not have worked. Toda…

3 years, 1 month ago

Full Show 2/25/23

Have attitudes changed toward phased retirement? How much do you need to save to produce an income of 50k per year? Making a career decision beca…

3 years, 1 month ago

How will your plan react to long-term 4 to 5 percent inflation?

It may take the Federal Reserve a long time to get us back to 2 percent inflation. How will your retirement portfolio stand up to 4 to 5 percent infl…

3 years, 1 month ago