エピソード

  • 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.

    続きを読む 一部表示
    27 分
  • 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.

    続きを読む 一部表示
    43 分
  • 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.

    続きを読む 一部表示
    7 分
  • Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances
    2025/08/16

    On this episode:

    • Many market timers are kicking themselves right now. Are you one of them?

    • Do you really have to slog through a few more years on the job? Maybe you can retire now.

    • They aren’t the 7 deadly sins, but they are the 7 places NOT to put your retirement money.

    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.

    続きを読む 一部表示
    49 分
  • 7 Places NOT to Put Your Retirement Money
    2025/08/12

    Everyone has an opinion where to put your money. We have a list of places to avoid.

    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.

    続きを読む 一部表示
    17 分
  • The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?
    2025/08/09

    On this episode:

    • The fear of running out of money is resulting in people not enjoying their retirement.
    • Picking your retirement date. Is there a perfect month?
    • A new trend among baby boomers for estate planning.

    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.

    続きを読む 一部表示
    49 分
  • Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”
    2025/08/05

    Many seniors are getting into their 70s and getting slapped with big tax bills. What is happening and how can you avoid it?

    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.

    続きを読む 一部表示
    16 分
  • The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?
    2025/08/02

    On this episode:

    • Only 25% of people use a financial advisor. What are their reasons for going it on their own?
    • 72% of seniors wish they could go back in time and fix this tax problem.
    • When people pick their financial advisor, what are the main things they are looking for?

    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.

    続きを読む 一部表示
    52 分