Episodios

  • Five Things Older Retirees Regret About Retirement

    Five Things Older Retirees Regret About Retirement
    Sep 24 2024

    When people in their 80s look back on retirement, what do they wish they had done differently? You might be shocked.

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    See omnystudio.com/listener for privacy information.
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    14 m
  • The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson from Eddie Murphy & James Brown | When to Claim Social Security | The 401(k) Tax Bomb

    The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson from Eddie Murphy & James Brown | When to Claim Social Security | The 401(k) Tax Bomb
    Sep 21 2024

    On this week's show:

    • Inflation is down to it's lowest level in 3 years and the Fed is cutting interest rates. But can we avoid recession and how does this all affect you and your retirement?
    • James Brown once gave Eddie Murphy some interesting financial advice.
    • The Social Security Dilemma: What goes into making the right decision on when to claim your benefits?
    • Avoiding the 401k Withdrawal Trap

    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 m
  • It’s the biggest time of the year for Give4marion.org. What you need to know.

    It’s the biggest time of the year for Give4marion.org. What you need to know.
    Sep 17 2024

    Whether it’s homeless pets, veterans, feeding the hungry, or something else, many of us have a passion to help our community. Give4marion.org can help and we can tell you how to get involved.

    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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    18 m
  • Getting involved in our community with give4marion.org | Getting the help you need with your 401(k) | Retirement in Florida is getting more and more expensive | What if you need more income?

    Getting involved in our community with give4marion.org | Getting the help you need with your 401(k) | Retirement in Florida is getting more and more expensive | What if you need more income?
    Sep 14 2024

    On this week's show:

    • September 17-18 are big days in Marion County. Find out how you can connect with and help the charities you are passionate about.
    • Who is going to help you get the most out of your 401(k) in retirement?
    • The cost of living in Florida is way up. How do you handle these new costs if you are retired?

    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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    54 m
  • Check Off These Important Retirement Points Before the End of the Year

    Check Off These Important Retirement Points Before the End of the Year
    Sep 10 2024

    Tax loss harvesting, charitable giving, RMDs and more. What should you be talking about with your financial advisor before December 31st?

    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 m
  • Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining the confidence you won’t run out of money | What should your end of the year retirement meeting look like?

    Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining the confidence you won’t run out of money | What should your end of the year retirement meeting look like?
    Sep 7 2024

    On this week's show:

    • Good times or bad? What do the indicators show for 2025?
    • You pack money in a 401(k) with no help. How do you get the help you need?
    • A new study says those IN retirement are more confident than those PREPARING for retirement. Why?

    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 m
  • 5 Ways to Plan for Long Term Care

    5 Ways to Plan for Long Term Care
    Sep 5 2024

    Studies show 70% of us will need some kind of care in our elder years. This expense could wipe out a lifetime of savings in a short time. How do we protect ourselves?


    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 m
  • 5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for so many reasons | How to avoid this 10,000 dollar a month event in retirement

    5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for so many reasons | How to avoid this 10,000 dollar a month event in retirement
    Sep 4 2024

    On this week's show:

    • The “R” word is still out there. Recession. Can you protect the gains you’ve realized?
    • Another nationally recognized name blows up the 4% withdrawal rule.
    • You protect your retirement money from markets, taxes, and fees. Are you forgetting something?

    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 m