Podcast Episodes

Tim Tebow Interview

Former UF Quarterback Tim Tebow is having a worldwide impact with his charity work. Charisse sat down with him to find out about his great work and h…

6 years, 2 months ago

Congress approves huge changes to IRAs and 401ks

The Secure Act was approved at the very end of 2019. We discuss what it means for your retirement planning.

See omnystudio.com/listener for privacy in…

6 years, 2 months ago

Women are unhappy with the financial industry

A study found that of all the services women use, they are most dissatisfied with financial services. Why is that and how can we do better?

See omnyst…

6 years, 3 months ago

You need a tax savvy advisor

There’s a study that says ONE THIRD of your spending in retirement will related taxes! Do you have a plan for that?

See omnystudio.com/listener for pr…

6 years, 4 months ago

Proposed changes to your 401k

Both Congress and the IRS have some new ideas on how to treat your 401k in retirement. Plus help with your Social Security decision.

See omnystudio.co…

6 years, 4 months ago

Financial lessons from Rachel on “Friends”

Do you remember your very first paycheck? It was exciting to tear it open to see what all your hard work had accomplished. But there was another surp…

6 years, 4 months ago

Steve Spurrier & Danny Wuerfful Interviews

Charisse participated in a charity golf outing and was able to interview Florida Football Legends Steve Spurrier and Danny Wuerffel…with a little fin…

6 years, 5 months ago

Show me the Money!

On today’s podcast, we learn an important financial lesson from the highest paid woman on TV. Can you guess who it is?

See omnystudio.com/listener for…

6 years, 5 months ago

The biggest concerns of retirement planning

When people come into Zinnia Wealth, what are the most common problems they are looking to solve?

See omnystudio.com/listener for privacy information.

6 years, 5 months ago

Could Black Monday happen again?

It’s the anniversary of one of the single worst days in stock market history. Could it happen again? Can you guard your retirement money from it?

See …

6 years, 5 months ago