Podcast Episodes

What to do with a windfall

You just sold a house, a company, or inherited money. What should you consider to put this money to work for you and make it last?

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4 years, 2 months ago

What will give you the confidence to retire?

One survey found 75% of Americans believe saving 1 million dollars would give them the confidence to retire. What’s your number or should it even be …

4 years, 3 months ago

Gifts or coal? What is hidden in your portfolio?

When we do a Portfolio X-Ray at Zinnia Wealth, what do we usually find?

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4 years, 3 months ago

The Fruitcake of financial planning

Fruitcake. You love it or your hate it. The same can be said for a retirement planning vehicle…the annuity. Why?

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4 years, 3 months ago

You hit your number! Is it enough?

Many people have now hit that mark of 1 million dollars saved in their retirement accounts. Are you celebrating or still worried?

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4 years, 4 months ago

The disconnect between advisors and their clients

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?

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4 years, 4 months ago

How women are being underserved by the financial industry

Women now control 40% of the world’s wealth. Why are they being ignored by many advisors?

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4 years, 4 months ago

Interview with Isiah Thomas

Charisse Rivers chatted with the former NBA and college basketball star about his charity (The Mary's Court Foundation), dealing with adversity and a…

4 years, 4 months ago

Financial items to address before the end of the year

Charisse breaks down what you should be talking to your financial advisor about before the end of the year.

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4 years, 5 months ago

Interview with Stephen A. Smith

Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith. 

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4 years, 6 months ago