Retirement Coffee Talk · Chai Podcast

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Retirement Coffee Talk

Charisse Rivers

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 You...

Episodes · 25

The First Five Years: Why Most Do-It-Yourself Retirement Plans Fail

Jun 23, 2026 · 17m

DIY Disasters: The Tax and Target-Date Pitfalls You Should Watch For

Jun 20, 2026 · 49m

Your Grandpa’s Portfolio Won't Work: Retiring by Design

Jun 16, 2026 · 14m

Retiring by Design: Ditching Cookie-Cutter Financial Advice

Jun 13, 2026 · 46m

Is Your Retirement Strategy Stuck on Autopilot?

Jun 9, 2026 · 18m

The AI Stock Illusion: Is Your Retirement Portfolio at Hidden Risk?

Jun 6, 2026 · 48m

Beyond the Budget: The Real Cost of Unplanned Retirement Splurges

Jun 2, 2026 · 18m

The "Permission to Spend" Portfolio

May 30, 2026 · 47m

The DIY Retirement Trap: Is Your Portfolio Outliving Your Planning?

May 26, 2026 · 10m

Saying Uncle to Uncle Sam: Outsmarting Retirement Tax Traps

May 23, 2026 · 53m

Why Retire Just to Spend Less? The Math No One Questions

May 19, 2026 · 9m

Why Are You Still Writing Checks to the IRS in Retirement? | Can Your Portfolio Handle the Next Market Drop?

May 16, 2026 · 25m

The Hidden Expenses That Sneak Up on Retirees

May 14, 2026 · 11m

Is Capping Social Security the Smart Fix—or a Distraction?

May 12, 2026 · 9m

Why Taking the “Wrong” Retirement Withdrawal Can Cost More Than You Think | New Social Security Ideas Keep Surfacing—Here’s Why

May 9, 2026 · 28m

Why “Buying the Dip” Can Work Against Retirees | The Retirement Costs Nobody Warns You About

May 2, 2026 · 26m

What Can Get in the Way of Your Retirement Timing

Apr 30, 2026 · 7m

Avoid These 5 Mistakes Before Retirement

Apr 28, 2026 · 17m

What Could You Find in Retirement That Would Give You “Sticker Shock?” | Are You Having a Hard Time Dealing with Inflation?

Apr 25, 2026 · 27m

What Is Your Measure of Stock Market Success? | The Secret to Retirement Happiness Many Have Discovered

Apr 21, 2026 · 25m

Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating

Apr 11, 2026 · 26m

Interview with Curtis Wynn CEO of SECO Energy

Apr 7, 2026 · 40m

How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy

Apr 4, 2026 · 1h 7m

Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?

Apr 2, 2026 · 8m

Over 30% of Retirees Make THIS Costly Mistake

Mar 31, 2026 · 9m