Retirement Coffee Talk

By Charisse 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 Manage

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1717 ratings

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FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 384 episodes available.

Retirement Coffee Talk episodes:

August 30, 2025Are 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?
On this episode:

An old financial practice is making a comeback.

What are the benefits of converting IRA money to Roth?

Retirees aren't buying into financial "rules of thumb" anymore.

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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27min
August 26, 2025Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire
On this episode:

Warren Buffett is pulling back from the stock market. Should you?

We all need a place for our stuff. Is all your financial stuff in the right place?

Are you ready to retire? First ask yourself THIS.

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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27min
August 23, 2025 Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.
Where do you turn when a family member is showing signs of memory loss or in the last stages of life. We talk to Jonathon Fleece of Empath Health.

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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41min
August 19, 2025 Over 70% of People in Retirement Say They Wish They Had Done THIS
Taxes may be one of the biggest surprises in retirement. The time to develop a plan is BEFORE you retire.

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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8min
August 16, 2025Did 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
On this episode:

Many market timers are kicking themselves right now. Are you one of them?

Do you really have to slog through a few more years on the job? Maybe you can retire now.

They aren’t the 7 deadly sins, but they are the 7 places NOT to put your retirement 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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50min
August 12, 2025 7 Places NOT to Put Your Retirement Money
Everyone has an opinion where to put your money. We have a list of places to avoid.

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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17min
August 09, 2025The 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?
On this episode:

The fear of running out of money is resulting in people not enjoying their retirement.

Picking your retirement date. Is there a perfect month?

A new trend among baby boomers for estate planning.

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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50min
August 05, 2025 Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”
Many seniors are getting into their 70s and getting slapped with big tax bills. What is happening and how can you avoid it?

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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17min
August 02, 2025The 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?
On this episode:

Only 25% of people use a financial advisor. What are their reasons for going it on their own?

72% of seniors wish they could go back in time and fix this tax problem.

When people pick their financial advisor, what are the main things they are looking for?

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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52min
July 29, 2025 70% of People in a Study Say THIS Will Be Key to a Successful Retirement
Charisse explores what may be the most important factor for you to have the retirement you’re dreaming of.

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.
...more
10min

FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 384 episodes available.

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