Retirement Coffee Talk

Last year was a great year for the stock market and Uncle Sam had a great year collecting taxes. Will that translate into tax breaks for retirees? If not, what are some options for tax planning? See omnystudio.com/listener for privacy information.

Is our economy on the verge of better times or tougher times? Charisse explains where we are and how to position your money if you are near retirement. See omnystudio.com/listener for privacy information.

It was big fun at the annual Murray Brothers Caddyshack Golf Tournament in St. Augustine this year. Charisse talked to the guys about the charity, their restaurant, their clothing line and retirement. See omnystudio.com/listener for privacy information.

Charisse Rivers of Zinnia Wealth interviews Country Star Jason Aldean about life, his Ocala/Florida connections, and his latest CD. See omnystudio.com/listener for privacy information.

When the stock market goes down, we look to income-producing vehicles to help. But at 8.5% inflation, are the traditional “go-to” producers keeping up? See omnystudio.com/listener for privacy information.

Do you want your kids to receive an inheritance? Would you like to control how they get it, so they don’t blow it? We have Estate Planning Attorneys in the Financial Service Center that can help. See omnystudio.com/listener for privacy information.

Is there something happening with your retirement money that you don’t know about that is undermining your retirement dreams? Find out today on the Retirement Coffee Talk Podcast. See omnystudio.com/listener for privacy information.

You can now buy a ticket for a 90-minute space ride for about 500 thousand dollars. If that’s not your thing, what kind of retirement can you build with the same amount? See omnystudio.com/listener for privacy information.

What action you take with your retirement accounts depends on your age. How soon will you need this money? Charisse breaks it down into 3 groups and 3 courses of action. See omnystudio.com/listener for privacy information.

As you look at this market, are you scared, paralyzed, or tempted to tinker with your retirement accounts? Charisse talks about how emotions can get in the way of good investment decisions. See omnystudio.com/listener for privacy information.

Most of us have one way to make money, with one paycheck. In retirement, we need to have multiple sources of income. We need to make you an “Income Wizard.” See omnystudio.com/listener for privacy information.

Many financial advisors don’t have the special skills in taxes, estate planning and more. This is why Zinnia Wealth has created the Financial Services Center.  See omnystudio.com/listener for privacy information.

Market growth is great, but as the market went up, did it increase your risk level without you knowing about it? See omnystudio.com/listener for privacy information.

You just sold a house, a company, or inherited money. What should you consider to put this money to work for you and make it last? See omnystudio.com/listener for privacy information.

One survey found 75% of Americans believe saving 1 million dollars would give them the confidence to retire. What’s your number or should it even be a number? See omnystudio.com/listener for privacy information.

When we do a Portfolio X-Ray at Zinnia Wealth, what do we usually find? See omnystudio.com/listener for privacy information.

Fruitcake. You love it or your hate it. The same can be said for a retirement planning vehicle…the annuity. Why? See omnystudio.com/listener for privacy information.

Many people have now hit that mark of 1 million dollars saved in their retirement accounts. Are you celebrating or still worried? See omnystudio.com/listener for privacy information.

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page? See omnystudio.com/listener for privacy information.

Women now control 40% of the world’s wealth. Why are they being ignored by many advisors? See omnystudio.com/listener for privacy information.

Charisse Rivers chatted with the former NBA and college basketball star about his charity (The Mary's Court Foundation), dealing with adversity and advice on preparing for retirement.  See omnystudio.com/listener for privacy information.

Charisse breaks down what you should be talking to your financial advisor about before the end of the year. See omnystudio.com/listener for privacy information.

Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith.  See omnystudio.com/listener for privacy information.

At a recent charity event, Charisse chatted with Pro Football Hall of Famer and former Miami Hurricane, Michael Irvin. See omnystudio.com/listener for privacy information.

How much do you need to save? Ask different people of different ages and incomes, you’ll get all kinds of answers. Perhaps you are asking the wrong question. See omnystudio.com/listener for privacy information.