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You Love Working on Your Investments Every Day. Do You Have To?
You Love Working on Your Investments Every Day. Do You Have To?

We found someone who works on his investments 5 hours every day. Is that the kind of retirement you want? What are the pros and cons of being a retir…

5 months, 4 weeks ago

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What Happens to Markets During a Government Shutdown? | Is Inflation Still a Big Retirement Issue? | Data on How People Spend Their Money in Retirement
What Happens to Markets During a Government Shutdown? | Is Inflation Still a Big Retirement Issue? | Data on How People Spend Their Money in Retirement

On this episode:

This isn’t our first Government shutdown. What does history tell us? Inflation is now number 2 on the concern list for retirees. Sh…

6 months ago

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Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation
Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation

Charisse Rivers established the Grilled Cheese Foundation to help local children with school supplies, after school activity needs and even college t…

6 months ago

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Should Your Retirement Spending Go Down if the Market Goes Down? | Uncle Sam Has a Headlock on Your 401(k) | There’s New Interest in Dividend-Paying Stocks. Why?
Should Your Retirement Spending Go Down if the Market Goes Down? | Uncle Sam Has a Headlock on Your 401(k) | There’s New Interest in Dividend-Paying Stocks. Why?

On this episode:

Breaking free of the market dictating your retirement lifestyle. Saying “Uncle” won’t release the headlock on your 401(k). Dividend…

6 months, 1 week ago

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Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event
Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event

The Grilled Cheese Foundation is a 501C3 created by Charisse Rivers and the team at Zinnia Wealth. It’s designed to help young people with school sup…

6 months, 1 week ago

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The Five Golden Rules of Retirement Planning
The Five Golden Rules of Retirement Planning

We go through the Kiplinger "Five Golden Rules of Retirement Planning", including knowing your “L”s.

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6 months, 1 week ago

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Will Lower Interest Rates Affect Your Retirement? | Figuring Out Your Five “L”s of Retirement | What to Know About the Medicare Open Enrollment
Will Lower Interest Rates Affect Your Retirement? | Figuring Out Your Five “L”s of Retirement | What to Know About the Medicare Open Enrollment

On this episode:

Should you care about interest rates? Should you follow the billionaire’s retirement advice? The Medicare window opens soon. What d…

6 months, 2 weeks ago

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7 Long Time Retirement Rules We Give You Permission to Break
7 Long Time Retirement Rules We Give You Permission to Break

If you start to Google "retirement", you will see a lot of "rules of thumb". We list seven of them that may not apply anymore.

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6 months, 2 weeks ago

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Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon
Are You Missing the Obvious in Your Retirement Plan? | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon

On this episode:

You may have saved well and feel ready to retire. Are you missing something? Some longtime retirement rules that you can trash. IPO…

6 months, 3 weeks ago

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Medicare Season: What You Need to Know!
Medicare Season: What You Need to Know!

Charisse dives into the upcoming Medicare window, opening October 15, discussing the potential rise in premiums and the importance of evaluating your…

6 months, 3 weeks ago

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