Podcast Episodes

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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago

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, 3 months 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, 3 months 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, 4 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, 4 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, 4 months ago