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  • The Mag 7 and The Suspicious 8

    The Mag 7 and The Suspicious 8
    2025/10/28

    The tech stocks have been holding up the stock market and perhaps your retirement accounts. We found another category that may be holding you back.

    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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    12 分
  • What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?

    What to Do When the Market Headlines Are Flashing Red | Are the New Social Security Fixes Going to Work?
    2025/10/25

    On this episode:

    • Should you tinker with your risk profile as the headlines change?
    • There are two new ideas on saving Social Security. Will they work?

    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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    47 分
  • You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products?

    You Don’t Need 1.8 Million Dollars to Have a Great Retirement | You Could Lose Over 11 Thousand Dollars in 401(k) Money Next Year | Why Has the Opinion of Wall Street Changed About Some Financial Products?
    2025/10/18

    On this episode:

    • 70% of retirees say retirement is better than they thought…and very few of these people have over a million dollars.
    • The laws on 401(k)s are changing next year.

    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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    51 分
  • You Love Working on Your Investments Every Day. Do You Have To?

    You Love Working on Your Investments Every Day. Do You Have To?
    2025/10/14

    We found someone who works on his investments 5 hours every day. Is that the kind of retirement you want? What are the pros and cons of being a retirement DIYer?

    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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    11 分
  • What Happens to Markets During a Government Shutdown? | Is Inflation Still a Big Retirement Issue? | Data on How People Spend Their Money in Retirement

    What Happens to Markets During a Government Shutdown? | Is Inflation Still a Big Retirement Issue? | Data on How People Spend Their Money in Retirement
    2025/10/11

    On this episode:

    • This isn’t our first Government shutdown. What does history tell us?
    • Inflation is now number 2 on the concern list for retirees. Should it be?
    • How will your spending go over a 20 year 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.
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    50 分
  • Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation

    Charisse Rivers Talks Origins and Impact of the Grilled Cheese Foundation
    2025/10/07

    Charisse Rivers established the Grilled Cheese Foundation to help local children with school supplies, after school activity needs and even college tuition. Here she talks about their Casino Night fund raiser on October 10th at the Ocala Country Club.

    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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    9 分
  • Should Your Retirement Spending Go Down if the Market Goes Down? | Uncle Sam Has a Headlock on Your 401(k) | There’s New Interest in Dividend-Paying Stocks. Why?

    Should Your Retirement Spending Go Down if the Market Goes Down? | Uncle Sam Has a Headlock on Your 401(k) | There’s New Interest in Dividend-Paying Stocks. Why?
    2025/10/04

    On this episode:

    • Breaking free of the market dictating your retirement lifestyle.
    • Saying “Uncle” won’t release the headlock on your 401(k).
    • Dividend-paying stocks are seeing record numbers.
    • What we can learn about retirement planning from a rabbit.

    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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    52 分
  • Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event

    Zinnia Wealth Supports Area Youth With the Grilled Cheese Foundation Event
    2025/10/03

    The Grilled Cheese Foundation is a 501C3 created by Charisse Rivers and the team at Zinnia Wealth. It’s designed to help young people with school supplies, equipment for sports and other after-school activities, and even scholarships for college. We invite you to our fundraiser "Casino Night" on October 10th from 7 to 10pm at the Country Club of Ocala. https://www.instagram.com/p/DPD7AvijtWl/

    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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    5 分