Retirement Coffee Talk
482 episodes — Page 1 of 10
Paintballs, Penalties, and Planning: Mastering Your Retirement Strategy
Don't Waste Your Go-Go Years: Tactical Planning for Active Retirement
Navigating Retirement Hazards: Is Your Portfolio Bag Packed with the Right Tools?
Who Really Owns Your Home? The Property Tax Trap
Monopoly, Market Crash, and the Math Behind Your Life Savings
Ditch the 65 Myth: How to Retire at 62 with Financial Confidence
Retire by Design: The Secret to Spending More and Worrying Less
Get Rich or Protect Your Wealth? The Big Retirement Dilemma
The #1 Portfolio Shift You Must Make Before Retiring
You've Won the Race: Why Risk Your Retirement Nest Egg Now?
The 401k Tax Trap: Is Uncle Sam Draining Your Wealth?
Are You Risking Your Retirement on a Single Stock Market Bubble?
Market Bobbles and All-Weather Portfolios: Navigating AI and Volatility
The Retirement Tax Shock: Why Uncle Sam is Still Eyeing Your Nest Egg
The Retirement Tax Bomb (And How to Defuse It)
IPOs vs. Income Buckets: Are You Chasing Flashy Stocks?
The First Five Years: Why Most Do-It-Yourself Retirement Plans Fail
DIY Disasters: The Tax and Target-Date Pitfalls You Should Watch For
Your Grandpa’s Portfolio Won't Work: Retiring by Design
Retiring by Design: Ditching Cookie-Cutter Financial Advice
Is Your Retirement Strategy Stuck on Autopilot?
The AI Stock Illusion: Is Your Retirement Portfolio at Hidden Risk?
Beyond the Budget: The Real Cost of Unplanned Retirement Splurges
The "Permission to Spend" Portfolio
The DIY Retirement Trap: Is Your Portfolio Outliving Your Planning?
Saying Uncle to Uncle Sam: Outsmarting Retirement Tax Traps
Why Retire Just to Spend Less? The Math No One Questions
Why Are You Still Writing Checks to the IRS in Retirement? | Can Your Portfolio Handle the Next Market Drop?
The Hidden Expenses That Sneak Up on Retirees
Is Capping Social Security the Smart Fix—or a Distraction?
Why Am I Writing Check to the IRS in Retirement? | Dealing with Market Declines
Why “Buying the Dip” Can Work Against Retirees | The Retirement Costs Nobody Warns You About
What Can Get in the Way of Your Retirement Timing
Avoid These 5 Mistakes Before Retirement
What Could You Find in Retirement That Would Give You “Sticker Shock?” | Are You Having a Hard Time Dealing with Inflation?
What Is Your Measure of Stock Market Success? | The Secret to Retirement Happiness Many Have Discovered
Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating
Interview with Curtis Wynn CEO of SECO Energy
How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy
On this episode: If the current market losses are keeping you up at night, what does it say about your retirement plan? Your 401(k), your house, your pension: all will be retirement assets. You might be missing the biggest one of all. 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.
Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?
If you get an inheritance, how do you honor the person who gave it to you, be responsible, but also have some fun? 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.
Over 30% of Retirees Make THIS Costly Mistake
Uncle Sam says there comes a time when you MUST take money out of your 401(k)s and IRAs. A lot of us get that calculation wrong. 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.
Where Do I Put My Money to Get Me the Retirement Paycheck I Need? | Will the 2026 Stock Market Stay on the Roller Coaster?
On this episode: A CD and a bond pay this; an annuity pays that. How do you find the financial vehicle to provide you the paycheck you need in retirement? One factor that is adding to the volatility of the 2026 stock market. 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.
John Calipari on Coaching, Curiosity, and Planning Life After Basketball
Charisse Rivers sits down with John Calipari, former long-time Kentucky basketball coach and current head coach at Arkansas, to discuss leadership, motivation, and life beyond the court. Calipari reflects on teaching curiosity and humility, preparing young athletes to understand money, and how he thinks about legacy and planning for the future. 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.
If You Are Losing Money in the Stock Market, When Is Enough, Enough?
Everyone has their breaking point for stock market losses. When do you pull out and go to cash OR how can you avoid that scenario altogether? 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.
Can My Retirement Plan Be Like My Car GPS? | To Pay Off Your Mortgage or Not
On this episode: A GPS tells me step by step how to get to my destination. Can a retirement plan do the same? Should you pay of your mortgage or carry it into retirement? 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.
This May Be Your Biggest Challenge If You Want to Retire Early
Early retirement may mean taking Social Security at 62. But what do you do about healthcare? 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.
What’s More Important to You: Growing Your Money or Protecting It? | Watch Out for This Early Retirement Trap
On this episode: What’s your goal from growing your money: 3%, 5%, beat the market? Is that important in retirement? This might be your biggest hurdle if you want to retire early. 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.
Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Between People Who Are Preparing for Retirement and Those in Retirement | The Mistake Over 30% of Retirees Make
On this episode: Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle. Markets rise, markets fall — but bad decisions can be costly. Learn how emotional reactions and poor timing can drain retirement income without a smart, written income strategy. Turning 73? One missed move could trigger penalties, higher taxes, and Medicare surcharges. Breaking down RMDs and why proactive tax planning is non‑negotiable. 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.
Interview: Chester Weber – Live Oak International
Chester Weber has made his living around horses. He has created one of the premiere events in the Ocala area at Live Oak International. What do you need to know to attend? 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.
As Interest Rates Go Down, What Should You Do with Your Retirement Money? | You Lose Your Job 2 Years Before Retirement: Now What? | Interview With Chester Weber at Live Oak International
On this episode: Buy short-term bonds when rates are going up, buy long-term bonds as rates are going down. Is there anything else? What’s your action plan if you lose your job a few years shy of retirement? 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.