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  • The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense

    The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense
    2026/02/14

    On this episode:

    • Whether you have $5 million or $500 thousand, everyone seems to be asking THIS question.
    • Interest rates are down. Should you give up on bonds?
    • People are more worried about THIS than the price of food and housing in 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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    51 分
  • Why the Numbers They Tell You to Save Are Wrong

    Why the Numbers They Tell You to Save Are Wrong
    2026/02/10

    When you see the articles that say you need $1.5 million to retire, it can be depressing. There is an important factor these numbers don’t include.


    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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    8 分
  • Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss

    Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
    2026/02/09

    On this episode:

    • Unexpected expenses will likely happen to you in retirement. How do you include that in your retirement budget?

    • What happens when you lose your job a few years before 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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    27 分
  • THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance

    THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance
    2026/01/31

    On this episode:

    • The fear of running out of money is widespread. We found the point when that fear nearly goes away.

    • Taxes, step up basis, taxable, tax deferred…inherited money comes with some homework.

    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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    25 分
  • 10 Signs You Know It’s Time to Retire

    10 Signs You Know It’s Time to Retire
    2026/01/27

    Do you have “retirement fever?” See if you can see yourself in our list.

    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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    10 分
  • Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning

    Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
    2026/01/24

    On this episode:

    • Lump sum or monthly payout: What would you choose as a lottery winner?
    • A man who handled his own retirement planning and retired before 60 shares what he got wrong.


    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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    29 分
  • There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?

    There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?
    2026/01/20

    JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this.

    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
  • The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?

    The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?
    2026/01/17

    On this episode:

    • There are some strange "coincidences" between the 1920s and the 2020s. But what does that really mean?
    • JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this.

    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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    26 分