Episodios

  • Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating

    Spreading Out Your Financial Risk Outside of the Stock Market | Is There a Sweet Spot When to Do a Roth Conversion? | The Mistakes Retirees Keep Repeating
    Apr 11 2026

    On this episode:

    • Finding a place for your money, IN and OUT of the stock market.
    • When should you do your Roth conversion?
    • The mistake retirees don’t seem to learn.

    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 m
  • Interview with Curtis Wynn CEO of SECO Energy

    Interview with Curtis Wynn CEO of SECO Energy
    Apr 7 2026

    SECO Energy CEO Curtis Wynn joins Charisse to explain why electric costs are rising, how Florida’s power grid works, and what growing demand from data centers and AI means for consumers. The conversation covers affordability, infrastructure planning, and practical ways households can reduce energy use without sacrificing comfort.

    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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    41 m
  • How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy

    How Are You Handling the Current Market Drop? | This May Actually Be Your Biggest Retirement Asset | An Interview with Curtis Wynn CEO of SECO Energy
    Apr 4 2026

    On this episode:

    • If the current market losses are keeping you up at night, what does it say about your retirement plan?
    • Your 401(k), your house, your pension: all will be retirement assets. You might be missing the biggest one of all.

    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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    1 h y 7 m
  • Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?

    Two Siblings in Their 50s Get an Inheritance. They Deal with It in Completely Different Ways. Who’s Right?
    Apr 2 2026

    If you get an inheritance, how do you honor the person who gave it to you, be responsible, but also have some fun?

    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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    9 m
  • Over 30% of Retirees Make THIS Costly Mistake

    Over 30% of Retirees Make THIS Costly Mistake
    Mar 31 2026

    Uncle Sam says there comes a time when you MUST take money out of your 401(k)s and IRAs. A lot of us get that calculation 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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    10 m
  • Where Do I Put My Money to Get Me the Retirement Paycheck I Need? | Will the 2026 Stock Market Stay on the Roller Coaster?

    Where Do I Put My Money to Get Me the Retirement Paycheck I Need? | Will the 2026 Stock Market Stay on the Roller Coaster?
    Mar 28 2026

    On this episode:

    • A CD and a bond pay this; an annuity pays that. How do you find the financial vehicle to provide you the paycheck you need in retirement?
    • One factor that is adding to the volatility of the 2026 stock market.

    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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    28 m
  • John Calipari on Coaching, Curiosity, and Planning Life After Basketball

    John Calipari on Coaching, Curiosity, and Planning Life After Basketball
    Mar 25 2026

    Charisse Rivers sits down with John Calipari, former long-time Kentucky basketball coach and current head coach at Arkansas, to discuss leadership, motivation, and life beyond the court. Calipari reflects on teaching curiosity and humility, preparing young athletes to understand money, and how he thinks about legacy and planning for the future.

    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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    6 m
  • If You Are Losing Money in the Stock Market, When Is Enough, Enough?

    If You Are Losing Money in the Stock Market, When Is Enough, Enough?
    Mar 24 2026

    Everyone has their breaking point for stock market losses. When do you pull out and go to cash OR how can you avoid that scenario altogether?

    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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    9 m