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Retirement Coffee Talk

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Retirement Coffee Talk

ByCharisse Rivers

Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement planning. Join Charisse Rivers, the founder and president of Zinnia Wealth Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement. 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!

412 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised

Jun 21, 2025•—

75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised

Do You Have a “Fire Starter” in Your Retirement Plan?

Jun 24, 2025•—

Do You Have a “Fire Starter” in Your Retirement Plan?

At What Point Do You Get Off the Market Roller Coaster? | How Many People Have Actually Saved 1 Million Dollars for Retirement? You’ll Be Shocked | What Could Take the Biggest Bite Out of Your Retirement Money?

Jun 28, 2025•—

At What Point Do You Get Off the Market Roller Coaster? | How Many People Have Actually Saved 1 Million Dollars for Retirement? You’ll Be Shocked | What Could Take the Biggest Bite Out of Your Retirement Money?

97% of You Fall into This Category for Retirement Planning

Jul 1, 2025•—

97% of You Fall into This Category for Retirement Planning

The Angry Dog Ready to Take a Bite Out of Your Retirement Money

Jul 5, 2025•—

The Angry Dog Ready to Take a Bite Out of Your Retirement Money

Do You Have to Be On the Market Roller Coaster?

Jul 8, 2025•—

Do You Have to Be On the Market Roller Coaster?

Are You Addicted to the Growth of the Stock Market? | The #1 Spending Problem People Face in Retirement | This 401(k) Choice May Not Be Working for You | Two Forces That May Grab HALF of Your Retirement Savings

Jul 12, 2025•—

Are You Addicted to the Growth of the Stock Market? | The #1 Spending Problem People Face in Retirement | This 401(k) Choice May Not Be Working for You | Two Forces That May Grab HALF of Your Retirement Savings

If You Die with Millions, Your Financial Plan Failed!

Jul 15, 2025•—

If You Die with Millions, Your Financial Plan Failed!

How Has the Big Beautiful Bill Changed Your Retirement Planning?

Jul 19, 2025•—

How Has the Big Beautiful Bill Changed Your Retirement Planning?

A Common Find in Our Retirement Portfolio X-Ray

Jul 22, 2025•—

A Common Find in Our Retirement Portfolio X-Ray

5 Things to Give You the Green Light for Retirement

Jul 26, 2025•—

5 Things to Give You the Green Light for Retirement

70% of People in a Study Say THIS Will Be Key to a Successful Retirement

Jul 29, 2025•—

70% of People in a Study Say THIS Will Be Key to a Successful Retirement

The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?

Aug 2, 2025•—

The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?

Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”

Aug 5, 2025•—

Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”

The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?

Aug 9, 2025•—

The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?

7 Places NOT to Put Your Retirement Money

Aug 12, 2025•—

7 Places NOT to Put Your Retirement Money

Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances

Aug 16, 2025•—

Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances

Over 70% of People in Retirement Say They Wish They Had Done THIS

Aug 19, 2025•—

Over 70% of People in Retirement Say They Wish They Had Done THIS

Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.

Aug 23, 2025•—

Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.

Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire

Aug 26, 2025•—

Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire

Are There Parts of Your Retirement Portfolio That Are “Over-Stuffed”? | How Much Does an IRA-to-Roth Conversion Help | A Major Corporation Slashed It's Dividend: Is This a Trend?

Aug 30, 2025•—

Are There Parts of Your Retirement Portfolio That Are “Over-Stuffed”? | How Much Does an IRA-to-Roth Conversion Help | A Major Corporation Slashed It's Dividend: Is This a Trend?

Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.

Sep 6, 2025•—

Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.

Vanguard Says Pull Way Back on Risk. Are They Right?

Sep 9, 2025•—

Vanguard Says Pull Way Back on Risk. Are They Right?

You Don’t Need a Million Dollars to Retire | What to Consider When You Inherit Money | The Medicare Window Opening Soon: Do You Need to Make a Move?

Sep 13, 2025•—

You Don’t Need a Million Dollars to Retire | What to Consider When You Inherit Money | The Medicare Window Opening Soon: Do You Need to Make a Move?

Medicare Season: What You Need to Know!

Sep 16, 2025•—

Medicare Season: What You Need to Know!

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

Sep 20, 2025•—

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

7 Long Time Retirement Rules We Give You Permission to Break

Sep 23, 2025•—

7 Long Time Retirement Rules We Give You Permission to Break

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

Sep 27, 2025•—

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

The Five Golden Rules of Retirement Planning

Sep 30, 2025•—

The Five Golden Rules of Retirement Planning

Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event

Oct 3, 2025•—

Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event

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?

Oct 4, 2025•—

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?

Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation

Oct 7, 2025•—

Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation

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

Oct 11, 2025•—

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

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

Oct 14, 2025•—

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

You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products?

Oct 18, 2025•—

You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products?

Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars

Oct 21, 2025•—

Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars

What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?

Oct 25, 2025•—

What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?

The Mag 7 and The Suspicious 8

Oct 28, 2025•—

The Mag 7 and The Suspicious 8

How Do People Really Spend in Retirement? | Putting the 4% Rule to a History Test | It’s Time for RMD Math | A Life Change That Also Triggers a Change in Financial Advisors

Nov 2, 2025•—

How Do People Really Spend in Retirement? | Putting the 4% Rule to a History Test | It’s Time for RMD Math | A Life Change That Also Triggers a Change in Financial Advisors

RMDs and Rollovers: Your 401(k) and Retirement

Nov 4, 2025•—

RMDs and Rollovers: Your 401(k) and Retirement

A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money

Nov 8, 2025•—

A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money

Shohei Ohtani Teaches Us a Retirement Lesson

Nov 11, 2025•—

Shohei Ohtani Teaches Us a Retirement Lesson

A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement

Nov 15, 2025•—

A New Mindset That Could Change Your View of Retirement Planning | Your Plan or Uncle Sam’s Plan for Taxes? | Options to Make Your 401(k) Work for You in Retirement

80% of Us Could Be Making This Retirement Mistake!

Nov 18, 2025•—

80% of Us Could Be Making This Retirement Mistake!

A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs

Nov 22, 2025•—

A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs

What Oreo Cookies Can Teach Us about Retirement

Nov 25, 2025•—

What Oreo Cookies Can Teach Us about Retirement

Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support

Nov 29, 2025•—

Charisse Talks with Jonathon Fleece of Empath Health on Memory Loss and Family Support

3 Things You Can Do with Your 401(k) at Retirement

Dec 2, 2025•—

3 Things You Can Do with Your 401(k) at Retirement

Don’t Let Money Worries Steal Your Joy in Retirement

Dec 6, 2025•—

Don’t Let Money Worries Steal Your Joy in Retirement

Is Retirement the Most Complex Financial Time of Your Life? | If the Market Is Down, Do You Cut Back on the Fun? | How Uncle Sam Has Your 401(k) in a Headlock

Dec 13, 2025•—

Is Retirement the Most Complex Financial Time of Your Life? | If the Market Is Down, Do You Cut Back on the Fun? | How Uncle Sam Has Your 401(k) in a Headlock

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