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Artwork for Retirement Coffee Talk

Retirement Coffee Talk

Charisse Rivers
Retirement Planning
Social Security
Pensions
Investment Strategies
Grilled Cheese Foundation
401(k)
Financial Planning
Income Planning
Inflation
Gold
Financial Security
Scholarships
Zinnia Wealth Management
Youth Programs
Tax Planning
Market Volatility
Annuities
Economic Uncertainty
Zinnia Wealth
Motley Fool

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, Retirem... more

PublishesTwice weeklyEpisodes435Founded7 years ago
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Artwork for Retirement Coffee Talk

Latest Episodes

On this episode:

• Think retirement is just about saving? Discover the three numbers that matter most — what’s coming in, what’s going out, and whether your savings can truly support your lifestyle.

• Markets rise, markets fall — but bad decision... more

Chester Weber has made his living around horses. He has created one of the premiere events in the Ocala area at Live Oak International. What do you need to know to attend?

Like this episode? Hit that Follow button and never miss an episode! đź’¬ Enga... more

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On this episode:

• Buy short-term bonds when rates are going up, buy long-term bonds as rates are going down. Is there anything else?

• What’s your action plan if you lose your job a few years shy of retirement?

Like this episode? Hit that Fol... more

On this episode:

• Gold prices are going through the roof. Should you buy in?

• How often should you meet with your financial advisor?

• Elon Musk says technology will end the need for retirement saving. Is that possible?

Like this episode? H... more

YouTube

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Chester Weber
14-time US national four-in-hand champion and philanthropist in the local horse community.
Live Oak International
Episode: As Interest Rates Go Down, What Should You Do with Your Retirement Money? | You Lose Your Job 2 Years Before Retirement: Now What? | Interview With Chester Weber at Live Oak International
Shay Moore
A financial podcaster and talk show host
Episode: Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
Karen Cobbs
Partner at Grandview Clydesdales and responsible for promoting the breed.
Grandview Clydesdales
Episode: What Are the Chances the Market Will Be Up 4 Years in a Row? | Red Flags to Watch Out for When Choosing an Advisor | Interview with Karen and Shannon Cobbs of Grandview Clydesdales
Shannon Cobbs
Partner at Grandview Clydesdales, involved in breeding and training Clydesdales.
Grandview Clydesdales
Episode: What Are the Chances the Market Will Be Up 4 Years in a Row? | Red Flags to Watch Out for When Choosing an Advisor | Interview with Karen and Shannon Cobbs of Grandview Clydesdales
Sharon Epperson
CNBC correspondent
CNBC
Episode: RMDs and Rollovers: Your 401(k) and Retirement
Rob Main
Health and wellness expert specializing in Medicare
Episode: What would happen if we applied the DOGE concept to your retirement accounts? | You’ve heard of the 60/40 portfolio. What is the Zinnia Wealth mix of 40-30-20-10? | The ins and outs of Medicare with Rob Main
Ryan Stewart
Chiropractor and partner at McKinney Chiropractic
McKinney Chiropractic
Episode: Are We Seeing Signs of a 2025 Market Correction? | Finding Your Sweet Spot for Social Security | Why is This a Great Time for an IRA-to-Roth Conversion? | Chiropractor Ryan Stewart Joins Us to Talk About Dealing with Back Pain
James Banta
Marion County Fire Rescue Chief
Marion County Fire Rescue
Episode: Interview with Marion County Fire and Rescue Chief James Banta
Sheriff Billy Woods
Sheriff of Marion County, dedicated to fighting crime and public safety
Marion County Sheriff's Office
Episode: Sheriff Billy Woods weighs in on the needs of Marion County | Charisse looks at the important retirement issues with a policy comparison of Trump and Harris

Host

Charisse Rivers
Founder and president of Zinnia Wealth Management, and host of engaging discussions on financial planning and retirement topics.

Reviews

4.2 out of 5 stars from 20 ratings
  • A Must-Listen for Retirement Planning!

    I’ve been tuning into Retirement Coffee Talk for a few months now, and it’s quickly become my go-to podcast for all things finance and retirement. Charisse Rivers brings a perfect mix of fun, relatable stories, and solid advice that’s easy to understand, even if you’re just starting your financial journey. Whether she’s breaking down the latest market trends or sharing tips on building a secure retirement, every episode leaves me with clarity and confidence about the direction and steps I need t... more

    Apple Podcasts
    5
    Shawn Sparks Triad
    United States13 days ago
  • So informative

    Appreciate the honesty and openness of the information that is being shared!! Thanks

    Apple Podcasts
    5
    VacaCarolina
    United States2 months ago
  • Practical Information

    I have leaned so much and appreciate the information presented!!

    Apple Podcasts
    5
    VacaCarolina
    United States5 months ago
  • Great Information

    I really like how Charisse is able to break things dow to terms that just make sense. This podcast is one to favorite, lots of great information to absorb.

    Apple Podcasts
    5
    FHSGraduate
    United Statesa year ago
  • Such a great podcast!

    It’s refreshing to listen to someone who makes retirement planning easy to understand. Very witty and Love the analogies/candor. We even started using some tools she shares from the guides on the website. Charisse’s podcast was recommended after we listened to many other podcast. We are so happy we ran across it.

    Apple Podcasts
    5
    Snowbird15
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There are mixed feelings about the accuracy of financial advice, as some listeners express concerns over specific recommendations.
The podcast is praised for its clear explanations of complex financial topics, making it accessible to a wider audience.
Overall, many highlight the engaging and personable approach of the host, making financial discussions more enjoyable.
Listeners appreciate the honesty and openness of the information shared, finding it relatable and practical for their financial situations.

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Talking Points

Recent interactions between the hosts and their guests.

As Interest Rates Go Down, What Should You Do with Your Retirement Money? | You Lose Your Job 2 Years Before Retirement: Now What? | Interview With Chester Weber at Live Oak International
Q: What are you doing to help people?
Charisse discusses the importance of active management of investments in response to changing interest rates.
As Interest Rates Go Down, What Should You Do with Your Retirement Money? | You Lose Your Job 2 Years Before Retirement: Now What? | Interview With Chester Weber at Live Oak International
Q: So what if that happens to you? You're a couple of years from retirement, a couple of years from Medicare. What are your options out there?
Potentially, individuals may find they do not need to return to work if they have saved adequately.
Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
Q: Is it really true that people feel they have to work to 65 just for the health care benefits?
Yes, many believe they need to work until 65 to afford health insurance, but that may not be the reality; there could be options to retire sooner.
Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
Q: What's the procedure that you go through with a sudden job loss when you're right on the edge of retirement?
Many people who are laid off unexpectedly realize they may not need to return to work as they have sufficient retirement savings.
The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense
Q: Do you see that this is a time now where bonds aren't necessarily in vogue?
Charisse mentions that they are not using bonds as much anymore due to shifts in market conditions.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Retirement Coffee Talk

What is Retirement Coffee Talk about and what kind of topics does it cover?

This podcast provides a comprehensive exploration of retirement planning, focusing on financial insights, investment strategies, and the evolving economic landscape that affects retirees. Through engaging discussions, the host addresses a variety of topics including the psychological aspects of retirement, market trends, and the importance of personalized financial strategies. Notably, the episodes often blend practical advice with relatable anecdotes, making complex financial concepts more accessible and engaging for listeners. Unique segments, such as interviews with experts and community figures, further enrich the content, helping to create a well-rounded approach to securing a fulfilling retirement.

Where can I find podcast stats for Retirement Coffee Talk?

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How many listeners does Retirement Coffee Talk get?

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What are the audience demographics for Retirement Coffee Talk?

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How many subscribers and views does Retirement Coffee Talk have?

To see how many followers or subscribers Retirement Coffee Talk has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Retirement Coffee Talk?

These podcasts share a similar audience with Retirement Coffee Talk:

1. Ready For Retirement
2. Retirement Answer Man
3. Retirement Starts Today
4. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
5. Your Money, Your Wealth

How many episodes of Retirement Coffee Talk are there?

Retirement Coffee Talk launched 7 years ago and published 435 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Retirement Coffee Talk?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Retirement Coffee Talk?

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How do I access podcast episode transcripts for Retirement Coffee Talk?

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What guests have appeared on Retirement Coffee Talk?

Recent guests on Retirement Coffee Talk include:

1. Chester Weber
2. Shay Moore
3. Karen Cobbs
4. Shannon Cobbs
5. Sharon Epperson
6. Rob Main
7. Ryan Stewart
8. James Banta

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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