Podcast Episodes

Interview with Tim Allen and Richard Karn

Charisse talks with Tim Allen and Richard Karn of "Home Improvement" and the new History Channel series, "Assembly Required".

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4 years, 11 months ago

Who’s your Retirement Caddy?

On the golf course, a caddy helps his golfer identify hazards, stay out of trouble and select the correct tool for the job. Is your financial advisor…

5 years ago

Will the last year of Covid be like your retirement?

No vacations, no travel, no going out to eat, no fun. Did we just preview your retirement with no plan?

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5 years ago

Is inflation coming back?

Some of you may remember mortgage rates over 10%. There are many signs that inflation may be going up. What does that mean for your retirement plan?

S…

5 years ago

What is tax rate arbitrage, and can it help you?

Lowering your tax liabilities in retirement should be a priority. But how do you do it?

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5 years, 1 month ago

Your Social Security check may be in danger

Each year Social Security sends out billions, but they also pull back billions in taxes from people who exceed certain income levels. What do you nee…

5 years, 1 month ago

What do you get from a meeting at Zinnia Wealth?

If you meet with Charisse and her team, what does the process look like and what do you get out of it?

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5 years, 2 months ago

The 3 biggest questions people are asking me right now

What are your concerns about retirement? Charisse goes through the current Top 3 and her solutions.

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5 years, 2 months ago

What to check and what to watch out for in your 401(k)

We have a 401(k) checklist. Plus, there are 2 places where the 401(k) comes up short. How do you solve those issues?

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5 years, 2 months ago

What financial lesson did we learn from 2020?

Did your money snap back from last year’s stock market low? Will it snap back the next time?

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5 years, 2 months ago