On this episode:

• Interest rates are down; market predictions are uncertain. Should that be a factor in your retirement decision?
• If you have cash on the sidelines, can you buy the dip and time the market?
• What does the 2026 tax conversion look like.

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Charisse sits down with Karen and Shannon Cobbs to explore the legacy and preservation of Grandview Clydesdales. Hear about their family’s multi-generational commitment, the unique traits of these gentle giants, and how their tours and events inspire the community to help protect this iconic breed for future generations. Grandview Clydesdales is one of the Top 10 attractions in the state, right in your own backyard!

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On this episode:

• The stock market has been up double-digits 3 years in-a-row. Can we do it again or is it time for protection mode?
• Over 4 million people retire every year. How do you spot the “bad actors” that might pop up in retirement planning?

• Charisse chats with Karen and Shannon Cobbs about Grandview Clydesdales, their history, preservation efforts, and unique community experiences.

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If nothing is done, Social Security will be cutting back benefits in less than 10 years. There are a lot of ideas to solve the problem, but no one can agree. We’ll look at some of the ideas and discussion.

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On this episode:

• What do turkey-flavored Oreos have in common with financial products that aren’t what they seem?

• Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds.

• Is generosity now a threat to your own retirement security? 

• Is wiping out all your debt before retirement a smart move—or a costly mistake?

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Movie stars and music artists get “royalties” for their past work. Can you do the same in retirement?

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On this episode:

• Vanguard is offering a Target Date Fund with an annuity option. What could go wrong?
• Turns out, retirees want more stability than the stock market provides.
• If you DIY your retirement plan, what are the dangers?

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There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into?

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Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and how to make those decisions.

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On this episode:

• Why is retirement so complicated?

• In down years in the stock market, does that mean you should cut back on your lifestyle?

• Without some planning and discussion, your 401(k) could be a tax trap.

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!

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