Podcast Episodes

Full Show 2/18/23

The new inflation numbers are out, and it looks like the Fed will have to keep raising rates. Can you take advantage of these higher interest rates?…

3 years, 1 month ago

How do you choose the right advisor with the right skills for your needs?

Financial advisor, Investment advisor, CFP, Wealth Manager…it goes on and on. How do you know which one is right for you?

See omnystudio.com/listener …

3 years, 1 month ago

Wall Street’s all-season portfolio has failed. How can you improve it?

The 60% stocks and 40% bonds model crashed last year. The Wall Street Journal has a new idea, Charisse isn’t convinced.

See omnystudio.com/listener fo…

3 years, 2 months ago

Full Show 2/4/23

Can you look at these market losses and say, “I choose NOT to participate.” Approaching retirement when you and your spouse have a big age gap. If t…

3 years, 2 months ago

I want to retire, but can I in this down market?

No one likes to lose money. That becomes a much more serious conversation right before you retire.

See omnystudio.com/listener for privacy information.

3 years, 2 months ago

Full Show 1/28/23

How can you stop the losses from this current stock market? How is Zinnia wealth different from other financial advisory firms?   An example of an a…

3 years, 2 months ago

Does your retirement plan have inflation protection?

Over the last 10 years, most retirement plans were built on an inflation rate of 2 to 3%. If you don’t have increasing income built in, a year like 2…

3 years, 2 months ago

Full Show 1/21/23

We may be stuck with high inflation for years: What adjustments need to be made in your planning? New rules about IRAs, 401(k)s and RMDs. Facing ret…

3 years, 2 months ago

How long will your million dollars last in retirement?

Congratulations! You’ve saved $1 million for retirement. Now how long will it last? According to CNBC, there is more than one major factor that affec…

3 years, 2 months ago

Full Show 1/14/23

Is the market reading the Fed correctly? Congress changed more retirement rules and you need to be in the know. How often should you be making chang…

3 years, 2 months ago