Podcast Episodes

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, 3 months 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, 3 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, 4 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, 4 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, 4 months ago

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, 4 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, 5 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, 5 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, 6 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, 6 months ago