Retirement Coffee Talk

Is your retirement plan haunted by hidden fears of running out of money, soaring taxes, and unexpected inflation? On this episode of Retirement Coffee Talk, Charisse Rivers unmasks the top financial nightmares keeping you awake at night and reveals how to replace anxiety with a rock-solid, custom income strategy. Plus, she explores why seniors are embracing "encore careers," ...

Are you unknowingly putting your retirement at risk by relying on financial habits built during your working years? In this episode of Retirement Coffee Talk, financial expert Charisse Rivers breaks down the hidden dangers of "financial amnesia" and sequence of returns risk. Discover why transitioning from the accumulation phase to the decumulation phase requires a completely...

Are you relying on financial amnesia to protect your nest egg? In this episode of Retirement Coffee Talk, Charisse Rivers breaks down the hidden dangers of the accumulation-to-decumulation phase, the looming threat of sequence of returns risk, and why standard 60/40 portfolios could sabotage your lifestyle when the market inevitably tumbles. Learn how to transition from simpl...

Navigating the emotional and financial shifts of major life transitions requires clear strategy and expert guidance. In this episode of Retirement Coffee Talk, host Charisse Rivers of Zinnia Wealth explores year-end financial moves to help protect your hard-earned assets. Discover how smart tax loss harvesting strategies reduce taxable income and learn practical ways...

Are you unknowingly writing hefty tax checks to the government during retirement?

In this episode of Retirement Coffee Talk, host Charisse Rivers explores smart year-end financial moves. Discover how tax loss harvesting can offset capital gains without extra fees. Plus, learn how to build your own income stream, navigate gifting inheritance to children early, and manag...