Podcast Episodes

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, 7 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, 7 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, 7 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, 8 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, 8 months ago

Is there a time when "greed is good"?

The movie line was "Greed is good". When you get closer to retirement, it may be time to be "greedy" and grab some profit for your future.

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5 years, 8 months ago

Should the election affect your investments?

What happens to the market and the tax landscape after the election? Is there something you should be doing now to protect your money?

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5 years, 8 months ago

Medicare 101

The open enrollment window for Medicare starts Oct 15th. What do you need to know if this is your first experience with this or if you are considerin…

5 years, 9 months ago

Is Monopoly a game of luck or skill?

We have discovered that there are a lot of life and financial planning lessons in the game of Monopoly.

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5 years, 9 months ago

You’ve got to DO THE MATH!

One survey found only 4 in 10 people know how much income they will need each month in retirement. You don’t have a plan without this number!

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5 years, 9 months ago