Retirement Coffee Talk

Many people have now hit that mark of 1 million dollars saved in their retirement accounts. Are you celebrating or still worried?See omnystudio.com/listener for privacy information.

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?See omnystudio.com/listener for privacy information.

Women now control 40% of the world’s wealth. Why are they being ignored by many advisors?See omnystudio.com/listener for privacy information.

Charisse Rivers chatted with the former NBA and college basketball star about his charity (The Mary's Court Foundation), dealing with adversity and advice on preparing for retirement. See omnystudio.com/listener for privacy information.

Charisse breaks down what you should be talking to your financial advisor about before the end of the year.See omnystudio.com/listener for privacy information.

Charisse recently had the opportunity to chat with ESPN television and radio personality, Stephen A. Smith. See omnystudio.com/listener for privacy information.

At a recent charity event, Charisse chatted with Pro Football Hall of Famer and former Miami Hurricane, Michael Irvin.See omnystudio.com/listener for privacy information.

How much do you need to save? Ask different people of different ages and incomes, you’ll get all kinds of answers. Perhaps you are asking the wrong question.See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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.

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

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 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.

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.

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

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

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

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

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.

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

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.

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.

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.

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.

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

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.

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.

What are your concerns about retirement? Charisse goes through the current Top 3 and her solutions.See omnystudio.com/listener for privacy information.

We have a 401(k) checklist. Plus, there are 2 places where the 401(k) comes up short. How do you solve those issues?See omnystudio.com/listener for privacy information.

Did your money snap back from last year’s stock market low? Will it snap back the next time?See omnystudio.com/listener for privacy information.

There are two times when people want to move money: When the market is way up and when the market is way down. Charisse discusses both scenarios.See omnystudio.com/listener for privacy information.

Studies show we are living longer and longer. How do you make the money last? Do the math!See omnystudio.com/listener for privacy information.

The market is up and so are the people who have a million dollars in their 401(k). But do you really want your millionaire status to go up and down with the market?See omnystudio.com/listener for privacy information.

The tax code is over 75 thousand pages. Can you believe there is something in there about Kit Kat Bars?See omnystudio.com/listener for privacy information.

We have all made a lot of changes in our lives due to the pandemic. Has it (or should it) change the way you plan for retirement?See omnystudio.com/listener for privacy information.

It’s time to see a financial advisor. What do you ask? What do you bring? What should you accomplish? Charisse talks about that first meeting at Zinnia Wealth.See omnystudio.com/listener for privacy information.

Many people come to an advisor wanting to know if their money will last. If your advisor says "yes", ask them what is it based on?See omnystudio.com/listener for privacy information.

Joe Biden wants to make a change to the 401(k), and it may not be for the better.See omnystudio.com/listener for privacy information.

We are in a second wave of layoffs due to the pandemic. Before you dip into that 401(k), know your options.See omnystudio.com/listener for privacy information.

Warren Buffett said "Don't mix your politics with your investing". Is this the year to break that rule?See omnystudio.com/listener for privacy information.

The movie line was "Greed is good". When you get closer to retirement, it may be time to be "greedy" and grab some profit for your future.See omnystudio.com/listener for privacy information.

What happens to the market and the tax landscape after the election? Is there something you should be doing now to protect your money?See omnystudio.com/listener for privacy information.

The open enrollment window for Medicare starts Oct 15th. What do you need to know if this is your first experience with this or if you are considering a different advantage plan?See omnystudio.com/listener for privacy information.

We have discovered that there are a lot of life and financial planning lessons in the game of Monopoly.See omnystudio.com/listener for privacy information.