Folgen

  • There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?

    There Are Some Who Spend Confidently in Retirement. What Do They Have in Common?
    Jan 20 2026

    JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this.

    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.
    Mehr anzeigen Weniger anzeigen
    8 Min.
  • The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?

    The Roaring 20s Ended in the Great Depression, Will the 2020s End the Same Way? | What Do the People Who Spend Freely in Retirement Have in Common?
    Jan 17 2026

    On this episode:

    • There are some strange "coincidences" between the 1920s and the 2020s. But what does that really mean?
    • JP Morgan did a study and found that people who have lower anxiety and enjoy retirement more…do this.

    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.
    Mehr anzeigen Weniger anzeigen
    29 Min.
  • She Says, "It Was the Worst Retirement Decision of My Life"

    She Says, "It Was the Worst Retirement Decision of My Life"
    Jan 13 2026

    Waiting to take your Social Security can get you a bigger check. But at what cost?

    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.
    Mehr anzeigen Weniger anzeigen
    8 Min.
  • Will 2026 Be a Better Year to Retire Than 2025? | Can “Buying the Dip” Be Successful? | The 4 Most Common Questions for Financial Advisors

    Will 2026 Be a Better Year to Retire Than 2025? | Can “Buying the Dip” Be Successful? | The 4 Most Common Questions for Financial Advisors
    Jan 10 2026

    On this episode:

    • Interest rates are down; market predictions are uncertain. Should that be a factor in your retirement decision?
    • If you have cash on the sidelines, can you buy the dip and time the market?
    • What does the 2026 tax conversion look like.

    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.
    Mehr anzeigen Weniger anzeigen
    52 Min.
  • Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales

    Love Horses? Let’s Take It to a New Level with the Grandview Clydesdales
    Jan 6 2026

    Charisse sits down with Karen and Shannon Cobbs to explore the legacy and preservation of Grandview Clydesdales. Hear about their family’s multi-generational commitment, the unique traits of these gentle giants, and how their tours and events inspire the community to help protect this iconic breed for future generations. Grandview Clydesdales is one of the Top 10 attractions in the state, right in your own backyard!

    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.
    Mehr anzeigen Weniger anzeigen
    20 Min.
  • 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

    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
    Jan 3 2026

    On this episode:

    • The stock market has been up double-digits 3 years in-a-row. Can we do it again or is it time for protection mode?
    • Over 4 million people retire every year. How do you spot the “bad actors” that might pop up in retirement planning?

    • Charisse chats with Karen and Shannon Cobbs about Grandview Clydesdales, their history, preservation efforts, and unique community experiences.

    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.
    Mehr anzeigen Weniger anzeigen
    52 Min.
  • Another Idea to Save Social Security

    Another Idea to Save Social Security
    Dec 31 2025

    If nothing is done, Social Security will be cutting back benefits in less than 10 years. There are a lot of ideas to solve the problem, but no one can agree. We’ll look at some of the ideas and discussion.

    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.
    Mehr anzeigen Weniger anzeigen
    14 Min.
  • Oreo Flavors Gone Wild: Would You Eat a Turkey Cookie? | Target Date Funds: The Risk You Didn’t See Coming | Can You Really Afford to Gift Your Kids $200,000? | Should You Pay Off Everything Before Retiring?

    Oreo Flavors Gone Wild: Would You Eat a Turkey Cookie? | Target Date Funds: The Risk You Didn’t See Coming | Can You Really Afford to Gift Your Kids $200,000? | Should You Pay Off Everything Before Retiring?
    Dec 27 2025

    On this episode:

    • What do turkey-flavored Oreos have in common with financial products that aren’t what they seem?

    • Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds.

    • Is generosity now a threat to your own retirement security?

    • Is wiping out all your debt before retirement a smart move—or a costly mistake?

    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.
    Mehr anzeigen Weniger anzeigen
    52 Min.