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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3.9

1212 ratings

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FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 348 episodes available.

Retirement Coffee Talk episodes:

March 22, 2025Protecting your retirement account from a recession | Can you retiree or do you really have to work one more year? | Dave Ramsey has foot in mouth disease…again!
On this episode:

Is this market event short, or long term?

Doing the math on your retirement date.

Dave Ramsey has helped a lot of people get out of debt, but his advice on Social security is a little suspect.

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
March 18, 2025 What does Tony Robbins have against your 401(k)?
Your 401(k) has been a good savings vehicle, but using it in retirement can be tricky. How do you work around the lack of income and tax problems?

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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10min
March 15, 2025What is going on in the stock market? Is it going to get worse? | Why is Tony Robbins beating up 401(k)s? | There’s a new annuity option in some 401(k)s. Is it worth looking at? | How do we deal with the possible cut back in Social Security?
On this week's episode:

What’s next for the stock market?

How your 401(k) comes up short in retirement.

The first annuities are popping up in 401(k)s.

What if your Social Security check gets cut by 25%?

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
March 11, 2025 Interview with Ryan Stewart of McKenney Chiropractic Center
Most of us have dealt with back pain. It could be an incident or ongoing. What’s new in the Chiropractic area to help and how do we avoid problems in the 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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28min
March 08, 2025Are We Seeing Signs of a 2025 Market Correction? | Finding Your Sweet Spot for Social Security | Why is This a Great Time for an IRA-to-Roth Conversion? | Chiropractor Ryan Stewart Joins Us to Talk About Dealing with Back Pain
On this episode:

The headlines have gone negative about the 2025 stock market. Should you be concerned?

Trying to unlock the code of when to start Social Security.

Is this the Golden Age of IRA-to-Roth conversions?

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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54min
March 04, 2025 Is Your Financial Advisor the Right Fit for You?
Just because the chef wears a white smock doesn’t make them a great cook. Just because your financial advisor says they do retirement planning doesn’t make them proficient at 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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11min
March 01, 2025 Is the Advice from Financial Celebrities Worth Anything?
On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use?

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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53min
February 25, 2025 6 Reasons People Avoid Financial Advisors
Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on?

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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16min
February 22, 2025Is the Stock Market Getting Too Risky? | Is Now the Time to Reevaluate Your Portfolio? | Could You Really Get 1.5 Million in Social Security? | When is the Best Time for an IRA-to-Roth Conversion?
On this week's show:

Is this a time to dial back your retirement account risk level?

What is the average Social Security check?

Three times when a IRA-to-Roth Conversion makes sense.

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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55min
February 18, 2025Why are People Delaying Retirement? | RMDs: What You Need to Know | Now Might Be the Time for a Roth Conversion
On this week's episode:

Do you have “one more year” syndrome?

Everything you need to know about Required Minimum Distributions

An IRA-to-Roth Conversion may help you save big in retirement taxes.

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
35min

FAQs about Retirement Coffee Talk:

How many episodes does Retirement Coffee Talk have?

The podcast currently has 348 episodes available.

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