Podcast Episodes

When is it time to move money?

There are two times when people want to move money: When the market is way up and when the market is way down. Charisse discusses both scenarios.

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5 years, 3 months ago

Doing the math on your retirement

Studies show we are living longer and longer. How do you make the money last? Do the math!

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5 years, 3 months ago

Congratulations! You’re a 401(k) millionaire!

The market is up and so are the people who have a million dollars in their 401(k). But do you really want your millionaire status to go up and down w…

5 years, 4 months ago

What can a Kit Kat Bar teach us about taxes?

The tax code is over 75 thousand pages. Can you believe there is something in there about Kit Kat Bars?

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5 years, 4 months ago

Has the pandemic changed your questions about retirement?

We have all made a lot of changes in our lives due to the pandemic. Has it (or should it) change the way you plan for retirement?

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5 years, 5 months ago

You want to start talking about retirement. What does that first meeting look like?

It’s time to see a financial advisor. What do you ask? What do you bring? What should you accomplish? Charisse talks about that first meeting at Zinn…

5 years, 5 months ago

Can you trust where your advisors says "You're going to be ok"?

Many people come to an advisor wanting to know if their money will last. If your advisor says "yes", ask them what is it based on?

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5 years, 5 months ago

Will politicians ruin the 401(k)?

Joe Biden wants to make a change to the 401(k), and it may not be for the better.

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5 years, 6 months ago

You lost your job. What about your 401(k)?

We are in a second wave of layoffs due to the pandemic. Before you dip into that 401(k), know your options.

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5 years, 6 months ago

Should the upcoming election change your financial strategy?

Warren Buffett said "Don't mix your politics with your investing". Is this the year to break that rule?

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5 years, 6 months ago