PLAY PODCASTS
Retirement Coffee Talk

Retirement Coffee Talk

466 episodes — Page 10 of 10

Let’s build 5 sources of income

Social Security and your 401k may not be enough. How do you build more paychecks in retirement?See omnystudio.com/listener for privacy information.

Sep 30, 20197 min

How much risk should you have in the 2019 market?

With the interest rate going down where do you go for return? Is pushing more toward risk based money the answer?See omnystudio.com/listener for privacy information.

Sep 23, 201910 min

Making your Medicare decisions

There is a lot to consider when it comes time for Medicare. Charisse guides you through some of the basics.See omnystudio.com/listener for privacy information.

Sep 16, 20196 min

Climbing the financial mountain

Recently Charisse participated in a 36-hour endurance challenge in the mountains of Utah. What she learned about herself, and how it applies to preparing for retirement.See omnystudio.com/listener for privacy information.

Sep 2, 20199 min

Dan Mullin Interview

At a recent charity golf tournament Charisse had the chance to talk to the Gators new Head Football Coach, Dan Mullin.See omnystudio.com/listener for privacy information.

Aug 26, 201912 min

Taxes, the worst part of the game

This week on Facebook, a young man learned a hard financial life lesson through the game of Monopoly.See omnystudio.com/listener for privacy information.

Aug 19, 20199 min

New Market Volatility

The Dow has seen a lot of down days recently and that may be affecting your retirement accounts. Do you dismiss it or take action?See omnystudio.com/listener for privacy information.

Aug 12, 20196 min

What does your appointment at Zinnia wealth look like?

What happens when you sit down with a financial advisor? Is it a long process? Do you need to bring a lot of papers and questions? What should you expect?See omnystudio.com/listener for privacy information.

Aug 5, 201912 min

How the new Facebook app is helping financial planning

Have you used the new Facebook app that can age your picture 20 years? Not a good look for many of us, but it is actually helping people think about financial planning.See omnystudio.com/listener for privacy information.

Jul 29, 20197 min

A financial lesson from Forrest Gump

This month marks the 25th anniversary of the movie Forrest Gump. What important financial wisdom can we learn from Forrest?See omnystudio.com/listener for privacy information.

Jul 8, 20197 min

Solving the fear of running out of money

A survey was done that found even people with financial help still worry about running out of money. Is there a solution?See omnystudio.com/listener for privacy information.

Jul 1, 20195 min

What going on with the Fed?

Why would the Fed signal a rate cut in the near future? Should that signal to you it’s time to change your investment strategy?See omnystudio.com/listener for privacy information.

Jun 24, 20199 min

Your retirement money has to make money

You’ve saved your whole life, and now YOU get to stop working. But now YOUR MONEY has to start working. Charisse tells the story of a client who said, “I need this much per month, how do I make that happen?”See omnystudio.com/listener for privacy information.

Jun 17, 20196 min

Don’t give up on Social Security

There are plenty of stories about how Social Security is complicated and in trouble. Charisse sorts out the fact from the fiction.See omnystudio.com/listener for privacy information.

Jun 10, 20198 min

Is Congress helping or hurting your retirement picture?

Congress is proposing changes to laws about 401ks, IRAs and more. Charisse looks at the good and the not so good.See omnystudio.com/listener for privacy information.

Jun 3, 20196 min

Questions everyone is asking about retirement

Charisse outlines some of the most asked questions when people come in to talk about their future retirement. See omnystudio.com/listener for privacy information.

May 23, 201913 min