Retirement Coffee Talk

Schwab asked people if they could see a financial advisor, in what areas would they want help. These are the top 4. See omnystudio.com/listener for privacy information.

Many people believe Social Security is going broke. Is that true and how do you plan around it? See omnystudio.com/listener for privacy information.

Whether it’s buying a house or moving money out of a 401(k), get some advice first. See omnystudio.com/listener for privacy information.

Each administration has a different idea about taxes. You need to know about the new proposals on Capital Gains and Inheritance. See omnystudio.com/listener for privacy information.

Wells Fargo says 80% of retirees rely primarily on Social Security and pensions for income. Is it enough and what can you do about it? See omnystudio.com/listener for privacy information.

A doctor might put you on a treadmill to test your fitness. Can you do the same thing with your retirement plan? See omnystudio.com/listener for privacy information.

As you prepare for retirement, what financial tools will you use? See omnystudio.com/listener for privacy information.

While attending the Arians Family Foundation Annual Golf Tournament, Charisse sat down for a conversation with rising Country Music star, Chase Rice. See omnystudio.com/listener for privacy information.

Congress is busy dreaming up new ways to tax us, but they are also considering taking away some of the advantages that we currently have in place! See omnystudio.com/listener for privacy information.

Charisse chats with the Murray Brothers (Bill, Brian Doyle, Joel, John & Andy) at the 20th Annual Caddyshack Charity Golf Tournament.  See omnystudio.com/listener for privacy information.

Charisse talks with former Indianapolis Colts head coach, Chuck Pagano. See omnystudio.com/listener for privacy information.

Charisse chats with 3-time NBA Champion and NBA analyst - Bruce Bowen. See omnystudio.com/listener for privacy information.

Charisse talks with Super Bowl winner and current head coach of the Tampa Bay Buccaneers - Bruce Arians. See omnystudio.com/listener for privacy information.

Charisse sits down with Heisman Trophy winner and former Tennessee Titan running back, Eddie George. See omnystudio.com/listener for privacy information.

Charisse sits down with 3-time Super Bowl Champion, as well as NFL and College Football Hall of Famer, Emmitt Smith.   See omnystudio.com/listener for privacy information.

Charisse talks with Debbe Dunning of Home Improvement fame. See omnystudio.com/listener for privacy information.

Charisse talks with Tim Allen and Richard Karn of "Home Improvement" and the new History Channel series, "Assembly Required". See omnystudio.com/listener for privacy information.

On the golf course, a caddy helps his golfer identify hazards, stay out of trouble and select the correct tool for the job. Is your financial advisor doing the same with your retirement? See omnystudio.com/listener for privacy information.

No vacations, no travel, no going out to eat, no fun. Did we just preview your retirement with no plan? See omnystudio.com/listener for privacy information.

Some of you may remember mortgage rates over 10%. There are many signs that inflation may be going up. What does that mean for your retirement plan? See omnystudio.com/listener for privacy information.

Lowering your tax liabilities in retirement should be a priority. But how do you do it? See omnystudio.com/listener for privacy information.

Each year Social Security sends out billions, but they also pull back billions in taxes from people who exceed certain income levels. What do you need to know? See omnystudio.com/listener for privacy information.

If you meet with Charisse and her team, what does the process look like and what do you get out of it? See omnystudio.com/listener for privacy information.

What are your concerns about retirement? Charisse goes through the current Top 3 and her solutions. See omnystudio.com/listener for privacy information.

We have a 401(k) checklist. Plus, there are 2 places where the 401(k) comes up short. How do you solve those issues? See omnystudio.com/listener for privacy information.