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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FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 489 episodes available.

Retirement Coffee Talk episodes:

September 20, 2025Are 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 | 7 Retirement Rules That Are Now Outdated | Your 401(k) Target Date Fund May See Changes Soon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.

IPOs, Bitcoin, and Private Equity may start showing up in your 401(k). Should you be a buyer or a seller?

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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49min
September 16, 2025 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 current plans. Learn about the differences between Medicare Advantage and Medicare Supplement plans, and get practical advice on how to make the best choices for your health and finances.

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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12min
September 13, 2025You 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?
On this episode:

Only 3% of people have saved $1 Million for retirement, meaning a lot of people are retiring successfully on less.

The different aspects of inheriting a house, a stock, a 401(k), or cash. What do you need to know?

If you’re on Medicare, October is decision time.

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
September 09, 2025 Vanguard Says Pull Way Back on Risk. Are They Right?
Vanguard is looking 5 to 10 years into the future and seeing bad things for the stock market. Should you pull way back on risk?

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
September 06, 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.
A warning to pull back on risk in the market. Too many fees and too little performance. Does that describe your 401(k)? A new retirement risk to look out 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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50min
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.
...more
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.
...more
50min

FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 489 episodes available.

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