Charisse Rivers

Retirement Coffee Talk

Business EN ↓ 470 episodes

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 Management, for a blend of fun and informative discussions on the latest financial trends and the keys to achieving a fulfilling retirement. Whether you're a seasoned investor or just beginning your financial journey, Retirement Coffee Talk is your go-to. Tune in weekly and empower yourself to make confident financial decisions for a secure and fulfilling retirement.💬 Engage, Share, and Learn even more with Charisse and h...

Author

Charisse Rivers

Category

Business

Podcast website

www.zinniawealth.com

Latest episode

Jul 11, 2026

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Episodes

Lesson from John Calipari 30.08.2021

Charisse sat down with Kentucky Coaching legend John Calipari. Hear what she learned about how the world of coaching basketball relates to having a coach with your finances. See omnystudio.com/listener for privacy information.

How will you be taxed in retirement? 23.08.2021

70% of people in a Charles Schwab survey said they had no idea how their different accounts will be taxed. Charisse gives you the breakdown. See omnystudio.com/listener for privacy information.

The four areas people say they want financial help 16.08.2021

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.

Will Social Security be there for you? 26.07.2021

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.

Avoiding the big financial mistake 12.07.2021

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.

Protecting your money...from Uncle Sam 21.06.2021

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.

Don’t miss this retirement planning opportunity 14.06.2021

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.

Let’s Stress Test your retirement plan 07.06.2021

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.

The “Golden Egg” of retirement planning 31.05.2021

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

Interview with Chase Rice 17.05.2021

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 has some crazy ideas to change retirement planning 10.05.2021

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.

Interview with the Murray Brothers 03.05.2021

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.

Interview with Chuck Pagano 23.04.2021

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

Interview with Bruce Bowen 23.04.2021

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

Interview with Bruce Arians 23.04.2021

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

Interview with Eddie George 23.04.2021

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

Interview with Emmitt Smith 23.04.2021

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.

Interview with Debbe Dunning 23.04.2021

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

Interview with Tim Allen and Richard Karn 21.04.2021

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.

Who’s your Retirement Caddy? 12.04.2021

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.

Will the last year of Covid be like your retirement? 29.03.2021

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.

Is inflation coming back? 15.03.2021

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.

What is tax rate arbitrage, and can it help you? 22.02.2021

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

Your Social Security check may be in danger 15.02.2021

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.

What do you get from a meeting at Zinnia Wealth? 08.02.2021

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.

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