Retirement Coffee Talk

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!

Retirement Coffee Talk is a business podcast hosted by Unknown Host, with 483 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Retirement Coffee Talk, a business show with 483 episodes published.

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  Retirement Coffee Talk

  Financial Amnesia: Is Your Retirement Strategy Unprepared for the Next Crash?

  Sep 1, 202619 min

  Are long-ignored market risks quietly threatening your life savings in retirement? Financial advisor Charisse Rivers breaks down the danger of "financial amnesia" and why holding a traditional 60/40 portfolio during your decumulation years can trigger severe sequence-of-returns risk. Discover how hidden mutual fund fees in rolled-over 401(k)s erode long-term wealth, and learn why shifting to income-focused, capital-preservation strategies helps safeguard your lifestyle against market volatility. Tune in to build a written, stress-tested income plan designed to help you live by design, not by default. Like this episode?  Hit that Follow button and never miss an episode! Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management : Facebook , Instagram , LinkedIn and YouTube ! See omnystudio.com/listener for privacy information.

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  Retirement Coffee Talk

  Financial Amnesia: Is a Market Crash About to Sabotage Your Retirement?

  Aug 29, 202649 min

  Are you coasting on a bull market without a true exit strategy? Many retirees are suffering from "financial amnesia"—forgetting how brutal a market crash can be once you stop making contributions and start withdrawing funds. In this episode of Retirement Coffee Talk , host Charisse Rivers of Zinnia Wealth unpacks the critical shift from accumulation to decumulation. Discover why staying in high-risk portfolios like a standard 60/40 can expose you to catastrophic sequence-of-returns risk, how hidden mutual fund fees silently erode your wealth, and why a written income plan is your best defense against market volatility. Like this episode?  Hit that Follow button and never miss an episode! Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management : Facebook , Instagram , LinkedIn and YouTube ! See omnystudio.com/listener for privacy information.

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  Retirement Coffee Talk

  Is Your Retirement Plan Ready for Hidden Fees and Taxes?

  Aug 25, 202616 min

  Unexpected costs like taxable Social Security, Medicare premium spikes, and Required Minimum Distributions can derail a picture-perfect retirement if you fail to plan for them early. Host Charisse Rivers shares how taking a proactive approach helps keep your nest egg intact. Drawing comparisons between competitive paintball battles and navigating financial strategies, she highlights the importance of managing taxes, healthcare, and income streams. Learn how a complete multi-part retirement plan protects your purchasing power against inflation and rising living costs, ensuring you stay ahead of surprises and maintain control of your financial future. Like this episode?  Hit that Follow button and never miss an episode! Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management : Facebook , Instagram , LinkedIn and YouTube ! See omnystudio.com/listener for privacy information.

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  Retirement Coffee Talk

  Paintballs, Penalties, and Planning: Mastering Your Retirement Strategy

  Aug 22, 202649 min

  Hidden taxes, rising Medicare premiums, and market volatility can easily derail your hard-earned savings if you don’t know the rules of the game. Host Charisse Rivers shares how to navigate complex retirement landmines—from IRMAA surcharges and Social Security provisional income formulas to Required Minimum Distributions. Learn how proactive tax strategies and active portfolio management can protect your wealth against unexpected costs and economic shifts. Whether you are adjusting to rising living expenses or looking for a comprehensive healthcare, tax, and income strategy, discover how to keep more money in your pocket and retire with confidence. Like this episode?  Hit that Follow button and never miss an episode! Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management : Facebook , Instagram , LinkedIn and YouTube ! See omnystudio.com/listener for privacy information.

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  Retirement Coffee Talk

  Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement

  Aug 18, 202624 min

  Navigating retirement planning without the right tools can feel like teeing off into a headwind—one wrong club choice, and your entire score suffers. In this episode of Retirement Coffee Talk , host Charisse Rivers of Zinnia Wealth unpacks why treating your life's savings like a personalized golf strategy is the key to mastering market volatility, taxes, and Social Security decisions. From untangling inherited accounts and evaluating old annuities to timing your "go-go years" while health allows, Charisse shares real-world guidance on choosing the right tools for your specific goals, so you never risk outliving your money. Like this episode?  Hit that Follow button and never miss an episode! Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management : Facebook , Instagram , LinkedIn and YouTube ! See omnystudio.com/listener for privacy information.

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