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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
Youth Programs
Tax Planning
Market Volatility
Annuities
Economic Uncertainty
Zinnia Wealth Management
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 weeklyEpisodes431Founded7 years ago
Number of ListenersCategories
InvestingHow ToEducationBusiness

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Artwork for Retirement Coffee Talk

Latest Episodes

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?

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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 retire... more

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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.

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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?

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Key Facts

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

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Recent Guests

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 advocate for horse preservation
Grandview Clydesdales
Episode: Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
Shannon Cobbs
Partner at Grandview Clydesdales and third-generation Clydesdale owner
Grandview Clydesdales
Episode: Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
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

Host

Charisse Rivers
Host of Retirement Coffee Talk

Reviews

4.2 out of 5 stars from 20 ratings
  • 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
  • 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 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.

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.
Did This Lottery Winner Make a Bad Decision? | What This DIYer Got Wrong in His Retirement Planning
Q: What would you say to somebody who just won a lottery like that? Should she take the lump sum or the weekly payout?
The decision isn't straightforward; it depends on the individual's life goals and financial habits. Young winners might benefit from the lump sum, especially if they reinvest it wisely.
Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
Q: What do most people not realize about the care and the training of the Clydesdales?
It's a labor of love that requires a significant amount of work and dedication, especially given their endangered status.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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

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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 Starts Today
3. Retirement Planning Education, with Andy Panko
4. Retirement Answer Man
5. Stay Wealthy Retirement Podcast

How many episodes of Retirement Coffee Talk are there?

Retirement Coffee Talk launched 7 years ago and published 431 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?

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What guests have appeared on Retirement Coffee Talk?

Recent guests on Retirement Coffee Talk include:

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

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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