Podcast Episodes

The danger of retiring in a down market

If the economy and the stock market go into recession, does your retirement account have to as well? Find out how to “opt out” of the next market dec…

6 years, 5 months ago

Let’s build 5 sources of income

Social Security and your 401k may not be enough. How do you build more paychecks in retirement?

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6 years, 6 months ago

How much risk should you have in the 2019 market?

With the interest rate going down where do you go for return? Is pushing more toward risk based money the answer?

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6 years, 6 months ago

Making your Medicare decisions

There is a lot to consider when it comes time for Medicare. Charisse guides you through some of the basics.

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6 years, 6 months ago

Climbing the financial mountain

Recently Charisse participated in a 36-hour endurance challenge in the mountains of Utah. What she learned about herself, and how it applies to prepa…

6 years, 7 months ago

Dan Mullin Interview

At a recent charity golf tournament Charisse had the chance to talk to the Gators new Head Football Coach, Dan Mullin.

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6 years, 7 months ago

Taxes, the worst part of the game

This week on Facebook, a young man learned a hard financial life lesson through the game of Monopoly.

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6 years, 7 months ago

New Market Volatility

The Dow has seen a lot of down days recently and that may be affecting your retirement accounts. Do you dismiss it or take action?

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6 years, 8 months ago

What does your appointment at Zinnia wealth look like?

What happens when you sit down with a financial advisor? Is it a long process? Do you need to bring a lot of papers and questions? What should you ex…

6 years, 8 months ago

How the new Facebook app is helping financial planning

Have you used the new Facebook app that can age your picture 20 years? Not a good look for many of us, but it is actually helping people think about …

6 years, 8 months ago