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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4.2

1818 ratings

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FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 418 episodes available.

Retirement Coffee Talk episodes:

November 22, 2025A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
On this episode:

Sometimes the marketing is better than the product.

Leaving your IRA in cash after a rollover.

Should I use MY plan or Uncle Sam’s plan for my RMDs?

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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28min
November 18, 2025 80% of Us Could Be Making This Retirement Mistake!
There are rules we should follow in life. There are rules we might want to break in retirement. We found one with your 401(k)s and IRAs.

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
November 15, 2025A 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
On this episode:

Unspent money = unrealized memories.

Most of us go right along with Uncle Sam’s plan for your IRA. Why?

What to do with your biggest retirement asset.

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
November 11, 2025 Shohei Ohtani Teaches Us a Retirement Lesson
The new Dodgers phenom has structured his pay using deferral. Can you do the same in retirement?

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
November 08, 2025A Retirement Lesson from the World Series | What If the Market Goes Against You? | Are You Unlucky or Unprepared? | Options for Your RMD Money
On this episode:

Retiring into a down market. Are you ready?

Uncle Sam says you have to take IRA money at 73. What are your options?

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
November 04, 2025 RMDs and Rollovers: Your 401(k) and Retirement
Your 401(k) is going to take some thought and effort in retirement. Do you rollover to a personal IRA? What is an RMD and what do you need to know? Am I headed for a tax problem? Let’s get you the answers.

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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21min
November 02, 2025How 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
On this episode:

Want to know how much to save? Look at how people spend in retirement.

One long retirement rule says if you only spend 4% of your retirement money per year, you’ll never run out. Is it true?

People will many times leave their financial advisor when THIS happens.

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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51min
October 28, 2025 The Mag 7 and The Suspicious 8
The tech stocks have been holding up the stock market and perhaps your retirement accounts. We found another category that may be holding you back.

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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13min
October 25, 2025What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?
On this episode:

Should you tinker with your risk profile as the headlines change?

There are two new ideas on saving Social Security. Will they work?

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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47min
October 21, 2025 Newsflash! There Are Lots of People That Are Happy in Retirement Who Didn’t Save Over a Million Dollars
There are all sorts of headlines telling us we need to have 1.8 million dollars to retire. That is turning out not to be true.

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
12min

FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 418 episodes available.

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