Retirement Coffee Talk

We may be headed for a recession, so how do you protect your retirement money? See omnystudio.com/listener for privacy information.

Market history claims an average of 7% growth per year. So how is that working out in 2020 if you are taking income? How do you plan for all these scenarios over a 20 or 30-year retirement? See omnystudio.com/listener for privacy information.

Income planning is one of the foundational parts of retirement planning. Charisse looks at some of the good and the bad of annuities. See omnystudio.com/listener for privacy information.

Even if you created a financial plan just 6 months ago, the current financial crisis may mean you’ll have to re-think some of your strategies. See omnystudio.com/listener for privacy information.

The volatility continues, on Wall Street. Why?  Plus, is your financial advisor earning their money right now? See omnystudio.com/listener for privacy information.

Putting money in the market for retirement comes with some risk, but when you start drawing that money out to live on it puts you into a whole new risk category. See omnystudio.com/listener for privacy information.

There are large numbers of people that are doing nothing right now with their money. Is that a good strategy? If you do take action, what do you do? See omnystudio.com/listener for privacy information.

The headlines and talking heads are pretty bleak right now. How do you get past that with a positive attitude and make positive financial moves for your future? See omnystudio.com/listener for privacy information.

Market events like this tend to paralyze us. What can you do? See omnystudio.com/listener for privacy information.

The market roller coaster continues. What are your options? See omnystudio.com/listener for privacy information.

The Corona Virus, Super Tuesday, A Fed rate cut and daily swings of hundreds of points. Should you be on this market roller coaster? See omnystudio.com/listener for privacy information.

The Corona Virus shows up on Wall Street with some of the worst numbers in 2 years. How do you react as a retirement saver? See omnystudio.com/listener for privacy information.

There are unknown and unseen forces eating away at your retirement wealth. Charisse talks about finding and fixing them. See omnystudio.com/listener for privacy information.

We brought in an article this week that says a good financial advisor goes “Beyond the Basics.” What are the basics, and what should we expect beyond that? See omnystudio.com/listener for privacy information.

Does taking 4% of your money still insure that you won’t run out of money in retirement? Maybe it’s time to take a fresh look at the retirement “Rules of Thumb”? See omnystudio.com/listener for privacy information.

The financial industry likes to get you a 10-year history of mutual funds, stocks, bonds, and portfolios. Charisse explains why that is not working anymore. See omnystudio.com/listener for privacy information.

Recently Charisse sat down with the new coach of the Tampa Bay Buccaneers, Bruce Arians and his wife Chris. They talked about their charitable work and the Bucs. See omnystudio.com/listener for privacy information.

Many people believe they’ll pay fewer taxes in retirement. There are new studies to show that may not be true. See omnystudio.com/listener for privacy information.

Former UF Quarterback Tim Tebow is having a worldwide impact with his charity work. Charisse sat down with him to find out about his great work and how we can help. See omnystudio.com/listener for privacy information.

The Secure Act was approved at the very end of 2019. We discuss what it means for your retirement planning. See omnystudio.com/listener for privacy information.

A study found that of all the services women use, they are most dissatisfied with financial services. Why is that and how can we do better? See omnystudio.com/listener for privacy information.

There’s a study that says ONE THIRD of your spending in retirement will related taxes! Do you have a plan for that? See omnystudio.com/listener for privacy information.

Both Congress and the IRS have some new ideas on how to treat your 401k in retirement. Plus help with your Social Security decision. See omnystudio.com/listener for privacy information.

Do you remember your very first paycheck? It was exciting to tear it open to see what all your hard work had accomplished. But there was another surprise waiting for you, and it should teach us a life-long lesson. See omnystudio.com/listener for privacy information.

Charisse participated in a charity golf outing and was able to interview Florida Football Legends Steve Spurrier and Danny Wuerffel…with a little financial wisdom sprinkled in. See omnystudio.com/listener for privacy information.