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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
Gold
Inflation
Financial Security
Scholarships
Zinnia Wealth Management
Youth Programs
Tax Planning
Market Volatility
Economic Uncertainty
Zinnia Wealth
Motley Fool
Costco

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 weeklyEpisodes416Founded7 years ago
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Artwork for Retirement Coffee Talk

Latest Episodes

Movie stars and music artists get “royalties” for their past work. Can you do the same in retirement?

Like this episode? Hit that Follow button and never miss an episode! đź’¬ Engage, Share, and Learn even more with Charisse and her team at Zinnia W... more

On this episode:

• Vanguard is offering a Target Date Fund with an annuity option. What could go wrong?

• Turns out, retirees want more stability than the stock market provides.

• If you DIY your retirement plan, what are the dangers?

Like thi... more

There are currently record numbers of dividend paying stocks being purchased. Why? Is it something you should look into?

Like this episode? Hit that Follow button and never miss an episode! đź’¬ Engage, Share, and Learn even more with Charisse and h... more

YouTube

Being debt free would be great going into retirement…but will you hurt your retirement prospects by doing it? We discuss good debt and bad debt and how to make those decisions.

Like this episode? Hit that Follow button and never miss an episode! ďż˝... more

YouTube

Key Facts

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

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Recent Guests

Sharon Epperson
CNBC correspondent
CNBC
Episode: RMDs and Rollovers: Your 401(k) and Retirement
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
Rob Main
Healthcare professional specializing in diabetes and wellness
Rob Main Health
Episode: Is Your Health Putting Your Retirement at Risk? - Part 2
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
Michelle Stone
Chairperson of the Marion County Commission and experienced in banking and financial industry governance.
Marion County
Episode: Interview with Michelle Stone, Marion Co. D-5 Commissioner | The Election and Your Retirement
Kevin Sheilley
President and CEO of the Ocala Metro Chamber and Economic Partnership
Ocala Metro Chamber and Economic Partnership
Episode: Interview with Kevin Sheilley: President and CEO of the Ocala Metro Chamber and Economic Partnership
Ben Marciano
Recently elected Mayor of Ocala
Episode: Interview with Ocala Mayor Ben Marciano
Matt Walker
Leader at John Maxwell organization, entrepreneur and visionary.
John Maxwell Leadership
Episode: The Power of Leadership in Personal and Financial Growth

Host

Charisse Rivers
Host of Retirement Coffee Talk

Reviews

4.2 out of 5 stars from 19 ratings
  • Practical Information

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

    Apple Podcasts
    5
    VacaCarolina
    United States3 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
  • Major red flags!

    Was looking for financial planning content focused on retirement. 10 minutes in to the first episode I downloaded she mixed up Roth conversion with 401k rollover, then proceeded to recommend life insurance as the third tier of retirement savings! YIKES! Don’t buy insurance from your investment advisor and don’t invest with your insurance agent, these are two different things entirely.

    Apple Podcasts
    1
    Everynameistaken872
    United Statesa year ago
  • Very relatable

    What I love most about Charisse Rivers is her openness to talk about her childhood and why she decided to be a financial advisor. I feel like I can relate and she knows how real the struggle can be. And she’s super smart!

    Apple Podcasts
    4
    willow bee
    United States2 years ago

Listeners Say

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

A number of reviews highlight the podcast as an essential resource for those navigating retirement planning, praising the blend of personal stories with expert insights.
Some listeners express a desire for more accuracy in financial advice and critique occasional oversights in discussions.
Listeners appreciate the practical, relatable advice on retirement planning and enjoy the engaging manner in which topics are presented. Many commend the host for breaking down complex financial concepts into understandable terms.

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Talking Points

Recent interactions between the hosts and their guests.

Are You Set Up to Get Retirement Royalties?
Q: What kind of income investments can provide retirement royalties?
Charisse emphasizes the use of various guaranteed income investments such as annuities and pension-like options to create reliable income streams in retirement.
Is Retirement the Most Complex Financial Time of Your Life? | If the Market Is Down, Do You Cut Back on the Fun? | How Uncle Sam Has Your 401(k) in a Headlock
Q: When should we file for social security?
It's based on individual circumstances, but can involve strategies like taking one at 62 and the other at a later age.
A Retirement Lesson from Oreo Cookies | IRA Rollover Mistakes | Options for Your RMDs
Q: Should people take just what Uncle Sam tells you to take for RMDs?
No, individuals should consider their actual lifestyle needs in retirement and consult a financial advisor to create a tailored plan.
RMDs and Rollovers: Your 401(k) and Retirement
Q: Is this a big part of what you've been doing this year as far as planning is concerned?
Charisse highlights that tax planning, particularly concerning Roth conversions, is a huge focus for her this year, given the implications for future taxes.
The Mag 7 and The Suspicious 8
Q: What are your thoughts on dividend-paying stocks like Verizon and Procter & Gamble?
While they might seem stable, the fluctuating dividends and lack of growth can pose risks, especially for retirement income.

Audience Metrics

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

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Gender Skew
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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?

Offering a rich blend of financial insights and relatable anecdotes, this podcast is likely designed for individuals interested in retirement planning and achieving financial stability. The discussions frequently revolve around practical strategies for managing retirement funds, understanding 401(k) and IRA options, and critical planning areas like spending, taxes, and investment strategies. Unique elements include using everyday analogies, like comparing retirement tools to branded cookies, to make complex financial concepts more digestible for listeners. Episodes also feature guest experts who contribute diverse perspectives on end-of-life care, caregiving, and emerging market trends, making it multifaceted and approachable for a broad au... more

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. Retirement Answers
2. Retirement Starts Today
3. Retirement Planning Education, with Andy Panko
4. Big Picture Retirement®
5. Retirement Answer Man

How many episodes of Retirement Coffee Talk are there?

Retirement Coffee Talk launched 7 years ago and published 416 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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What guests have appeared on Retirement Coffee Talk?

Recent guests on Retirement Coffee Talk include:

1. Sharon Epperson
2. Ryan Stewart
3. Rob Main
4. James Banta
5. Sheriff Billy Woods
6. Michelle Stone
7. Kevin Sheilley
8. Ben Marciano

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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