Podcast Episodes

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, 9 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, 9 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, 9 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, 10 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, 10 months ago

A financial lesson from Forrest Gump

This month marks the 25th anniversary of the movie Forrest Gump. What important financial wisdom can we learn from Forrest?

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6 years, 10 months ago

Solving the fear of running out of money

A survey was done that found even people with financial help still worry about running out of money. Is there a solution?

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6 years, 11 months ago

What going on with the Fed?

Why would the Fed signal a rate cut in the near future? Should that signal to you it’s time to change your investment strategy?

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6 years, 11 months ago

Your retirement money has to make money

You’ve saved your whole life, and now YOU get to stop working. But now YOUR MONEY has to start working. Charisse tells the story of a client who said…

6 years, 11 months ago

Don’t give up on Social Security

There are plenty of stories about how Social Security is complicated and in trouble. Charisse sorts out the fact from the fiction.

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6 years, 11 months ago