Podcast Episodes

What going on with the Fed?

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Why would the Fed signal a rate cut in the near future? Should that signal to you it’s time to change your investment strategy?

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Published on 6 years, 2 months ago

Your retirement money has to make money

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You’ve saved your whole life, and now YOU get to stop working. But now YOUR MONEY has to start working. Charisse tells the story of a client who said, “I need this much per month, how do I make that …

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Published on 6 years, 2 months ago

Don’t give up on Social Security

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There are plenty of stories about how Social Security is complicated and in trouble. Charisse sorts out the fact from the fiction.

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Published on 6 years, 2 months ago

Is Congress helping or hurting your retirement picture?

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Congress is proposing changes to laws about 401ks, IRAs and more. Charisse looks at the good and the not so good.

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Published on 6 years, 3 months ago

Questions everyone is asking about retirement

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Charisse outlines some of the most asked questions when people come in to talk about their future retirement.  

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Published on 6 years, 3 months ago