Podcast Episodes
Back to Search
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?
See omnystud…
4Â years, 6Â 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?
See omnystudio.com/listener for privacy information.
4Â years, 6Â 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…
4Â years, 6Â 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.
See omnystudio.com/listener for privacy in…
4Â years, 6Â months ago
Interview with Stephen A. Smith
Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith.Â
See omnystudio.com/listener for privacy i…
4Â years, 8Â months ago
Interview with Michael Irvin
At a recent charity event, Charisse chatted with Pro Football Hall of Famer and former Miami Hurricane, Michael Irvin.
See omnystudio.com/listener for…
4Â years, 8Â months ago
How much do you need to save for retirement?
How much do you need to save? Ask different people of different ages and incomes, you’ll get all kinds of answers. Perhaps you are asking the wrong q…
4Â years, 8Â months ago
Lesson from John Calipari
Charisse sat down with Kentucky Coaching legend John Calipari. Hear what she learned about how the world of coaching basketball relates to having a c…
4Â years, 9Â months ago
How will you be taxed in retirement?
70% of people in a Charles Schwab survey said they had no idea how their different accounts will be taxed. Charisse gives you the breakdown.
See omnys…
4Â years, 9Â months ago
The four areas people say they want financial help
Schwab asked people if they could see a financial advisor, in what areas would they want help. These are the top 4.
See omnystudio.com/listener for pr…
4Â years, 9Â months ago