Épisodes

  • Should Gold Be a Part of Your Portfolio? | How Hard Is Your Advisor Really Working for You? | Will AI Eliminate Retirement Planning and Saving?
    Feb 21 2026

    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? 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 min
  • How Do You Create Your Paycheck in Retirement?
    Feb 17 2026

    From the 4% rule to pulling money as you need it, there are a lot of ways to determine your retirement paycheck. What are the pros and cons of each one?

    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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    10 min
  • The Question Everyone Has No Matter Their Wealth | Are Bonds Out of Favor? | Dealing With Your Biggest Retirement Expense
    Feb 14 2026

    On this episode:

    • Whether you have $5 million or $500 thousand, everyone seems to be asking THIS question.
    • Interest rates are down. Should you give up on bonds?
    • People are more worried about THIS than the price of food and housing in retirement.

    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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    51 min
  • Why the Numbers They Tell You to Save Are Wrong
    Feb 10 2026

    When you see the articles that say you need $1.5 million to retire, it can be depressing. There is an important factor these numbers don’t include.


    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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    8 min
  • Avoiding the Retirement Budget Buster | Your Retirement Decision After a Surprise Job Loss
    Feb 9 2026

    On this episode:

    • Unexpected expenses will likely happen to you in retirement. How do you include that in your retirement budget?

    • What happens when you lose your job a few years before retirement?

    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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    27 min
  • THIS Is When the Fear of Running Out of Money Starts to Go Away | Things to Watch Out for When Getting an Inheritance
    Jan 31 2026

    On this episode:

    • The fear of running out of money is widespread. We found the point when that fear nearly goes away.

    • Taxes, step up basis, taxable, tax deferred…inherited money comes with some homework.

    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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    25 min
  • 10 Signs You Know It’s Time to Retire
    Jan 27 2026

    Do you have “retirement fever?” See if you can see yourself in our list.

    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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    10 min
  • Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
    Jan 24 2026

    On this episode:

    • Lump sum or monthly payout: What would you choose as a lottery winner?
    • A man who handled his own retirement planning and retired before 60 shares what he got wrong.


    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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    29 min