『Retirement Coffee Talk』のカバーアート

Retirement Coffee Talk

Retirement Coffee Talk

著者： Charisse Rivers
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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 個人ファイナンス 政治・政府 経済学
エピソード
  • Should We Follow Warren Buffett’s Current Investment Strategy? | How Much Does an IRA-to-Roth Conversion Help?

    Should We Follow Warren Buffett’s Current Investment Strategy? | How Much Does an IRA-to-Roth Conversion Help?
    2025/08/26

    On this episode:

    • Warren Buffett is pulling back from the stock market. Should you?
    • What are the benefits of converting IRA money to Roth?

    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.
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    27 分
  • Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.

    Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.
    2025/08/23

    Where do you turn when a family member is showing signs of memory loss or in the last stages of life. We talk to Jonathon Fleece of Empath Health.

    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.
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    43 分
  • Over 70% of People in Retirement Say They Wish They Had Done THIS

    Over 70% of People in Retirement Say They Wish They Had Done THIS
    2025/08/19

    Taxes may be one of the biggest surprises in retirement. The time to develop a plan is BEFORE you retire.

    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.
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    7 分
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