Podcast Episodes

Ask Charisse: Am I a good candidate for an IRA to Roth conversion?

If most of your retirement money is saved in an IRA or 401(k), you might consider the tax saving measure of moving some of that money over to a Roth.…

3 years, 8 months ago

Answering the big question: Can I retire?

One of the most common questions when people come in is: Can I retire? But with all that’s going on in the economy, another question is: Should I ret…

3 years, 8 months ago

The confidence doesn’t come from your account balance

There is so much more to a successful retirement than achieving a number in your account. It’s the planning that goes with it.

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3 years, 9 months ago

Is a reverse mortgage right for me?

There are many ways to develop income in retirement. You may have a lot of equity in your home. There is a way to turn that equity into cash for reti…

3 years, 9 months ago

Should I dump my advisor?

Someone wrote to the 'Market Watch' advice column wondering if they should leave their financial advisor. Charisse found a number of reasons to say Y…

3 years, 9 months ago

Zinnia Wealth filling an important space in the financial industry

Women are very underserved by the financial industry. It’s mostly been guys talking to guys about investments. Charisse and her team are changing tha…

3 years, 9 months ago

Will inflation make you cut back on your fun money?

Everything is more expensive. If you’re retired, will you have to make choices between paying for necessities and sacrificing your fun?

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3 years, 10 months ago

How do you plan when you can’t predict the market?

The Fed has been wrong about inflation. Wall Street has been wrong about earnings. If the experts can’t predict the market, how can you predict and p…

3 years, 10 months ago

The stock market isn’t the only game in town

There are those on Wall Street that say that you must be in the stock market for growth and all the ups and downs are just the price of admission. Is…

3 years, 10 months ago

How long with this inflation last?

The markets are down as inflation and interest rates go up. How long will this last and what can you do to preserve your retirement money?

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3 years, 11 months ago