Retirement Coffee Talk

By: Charisse Rivers
Listen for free

  • Summary

  • 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 her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
    2025 Charisse Rivers
    Show more Show less
Economics Personal Finance Politics & Government
Show more Show less
Episodes
  • Is the Advice from Financial Celebrities Worth Anything?

    Is the Advice from Financial Celebrities Worth Anything?
    Mar 1 2025

    On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use?

    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.
    Show more Show less
    53 mins
  • 6 Reasons People Avoid Financial Advisors

    6 Reasons People Avoid Financial Advisors
    Feb 25 2025

    Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on?

    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.
    Show more Show less
    16 mins
  • Is the Stock Market Getting Too Risky? | Is Now the Time to Reevaluate Your Portfolio? | Could You Really Get 1.5 Million in Social Security? | When is the Best Time for an IRA-to-Roth Conversion?

    Is the Stock Market Getting Too Risky? | Is Now the Time to Reevaluate Your Portfolio? | Could You Really Get 1.5 Million in Social Security? | When is the Best Time for an IRA-to-Roth Conversion?
    Feb 22 2025

    On this week's show:

    • Is this a time to dial back your retirement account risk level?
    • What is the average Social Security check?
    • Three times when a IRA-to-Roth Conversion makes sense.

    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.
    Show more Show less
    55 mins

What listeners say about Retirement Coffee Talk

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available