Podcast Episodes

Full Show 4/8/23

Will we see more banks fail? Social Security has more bad news about cutting back benefits. Should I pay off my house before retirement? If I have t…

3 years, 2 months ago

The Slam Dunks of Retirement Planning

With the NCAA Basketball Tournament wrapping up, we have a list of six things you should check off to complete your retirement. We call it the Slam D…

3 years, 2 months ago

Full Show 4/1/23

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3 years, 2 months ago

Get out of your 60-40 portfolio

There are many options when it comes to risk and safety in your portfolio. The classic 60% stocks and 40% bonds is not working. What does Zinnia Wea…

3 years, 2 months ago

Full Show 3/25/23

What are people most concerned about right now? Taking advantage of the higher interest rates with T-Bills. Get out of your 60-40 portfolio! Shi…

3 years, 2 months ago

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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months ago