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 399 episodes available.

Retirement Coffee Talk episodes:

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.
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10min
July 26, 2025 5 Things to Give You the Green Light for Retirement
There are a record number of people turning 65 this year and they are wondering if they are ready to retire. Charisse goes through her list to give you the green light.

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
July 22, 2025 A Common Find in Our Retirement Portfolio X-Ray
When you come in for your Portfolio X-Ray, we’ll dive into the risk you are taking, your performance, your tax liability, and more. But today we discuss what might be the most eye-opening moment of our analysis.

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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9min
July 19, 2025 How Has the Big Beautiful Bill Changed Your Retirement Planning?
Taxes, Social Security, and Healthcare. The laws keep changing. What do you need to know about the Big Beautiful Bill?

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
July 15, 2025 If You Die with Millions, Your Financial Plan Failed!
The fear of running out of money is real, and it has created another new problem 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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12min
July 12, 2025Are You Addicted to the Growth of the Stock Market? | The #1 Spending Problem People Face in Retirement | This 401(k) Choice May Not Be Working for You | Two Forces That May Grab HALF of Your Retirement Savings
On this episode:

TINA is back! People believe There Is No Alternative to the stock market. Are they correct?

You may not spend too much or run out of money in retirement. But you may make this easy mistake.

4 trillion dollars are sitting in these 401(k) accounts, and they may not be doing what they promised.

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 399 episodes available.

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