Podcast Episodes

What to do during these crazy markets

What action you take with your retirement accounts depends on your age. How soon will you need this money? Charisse breaks it down into 3 groups and …

4 years, 2 months ago

Are you tempted to tinker with your 401(k)?

As you look at this market, are you scared, paralyzed, or tempted to tinker with your retirement accounts? Charisse talks about how emotions can get …

4 years, 3 months ago

Making you an Income Wizard

Most of us have one way to make money, with one paycheck. In retirement, we need to have multiple sources of income. We need to make you an “Income W…

4 years, 3 months ago

Getting the specific help you need in retirement

Many financial advisors don’t have the special skills in taxes, estate planning and more. This is why Zinnia Wealth has created the Financial Service…

4 years, 4 months ago

Has your retirement account drifted into too much risk?

Market growth is great, but as the market went up, did it increase your risk level without you knowing about it?

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4 years, 4 months ago

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, 4 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, 4 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?

See omnystudio.com/listener for privacy information.

4 years, 5 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, 5 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?

See omnystudio.com/l…

4 years, 6 months ago