Explore " retirement planner" with insightful episodes like "You don’t have to have great market timing to have a great retirement", "Should you change your Medicare Plan?", "Why are you accepting no growth for two years?", "How do you grow your money when the market’s been flat for 2 years? | Why it’s important to know what tax bracket you are in | Wall Street says we are being sucked into a “Financial Vortex” | Difference between a financial advisor and a retirement" and "What can we learn about financial planning from a can of Pringles?" from podcasts like ""Expedition Retirement by Golden Reserve", "Retirement Coffee Talk", "Money Unleashed", "Expedition Retirement by Golden Reserve" and "Expedition Retirement by Golden Reserve"" and more!
We highlight a study that puts investors with perfect market timing against those with other simple strategies. You’ll be surprised at the results.
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The Medicare election window opens in October and closes in December. What do you need to know about Medicare if you are just starting, and what do you need to know about the supplements if you are already using Medicare?
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The S&P has been flat for two years. Some say it may be the same for another year. If the stock market can’t provide the growth you need, where can you get it?
Take the first step toward your dream retirement. Click here to get started with your complimentary 401(K) X-Ray.
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Hoffman Financial Group is a proud sponsor of UGA Bulldogs.
About Chris Hoffman | Founder, Investment Advisor Representative
Chris Hoffman founded Hoffman Financial Group with one goal in mind: being the go-to financial advisor for professionals wanting to retire. Armed with a radical passion for smart financial strategies, Chris is relentless in guiding and protecting his clients from unwise decisions and market loss. His top-tier investigative skills, critical thinking, and uncanny intuition have led him to becoming one of Atlanta’s most recognized financial advisors.
Chris strongly believes in full-service retirement planning, meaning a growth target is never enough. He’s personally seen too many retirements suffer from lack of protection strategy and income plan—a prevalent problem he works hard to rectify through integrity, honesty, and ethics in his company. Hoffman Financial Group has been featured as an accredited business by the Better Business Bureau and partners with Retirement Wealth Advisors (RWA).
Radio: Money Unleashed | Sundays @ 2 PM | NEWS 95.5 & AM750 WSB TV: The Money Report | Sundays | CBS46 & WSB-TV’s Good Morning America Weekend Alumnus: McDaniel College & University of Georgia School: Terry College of Business Executive Program (Financial Planning) Investment Advisor Representative: With RWA Licenses: Series 65 fiduciary
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By law you can’t call Pringles a chip. By law financial advisors must call themselves a fiduciary. At Golden Reserve neither one of these statements make any sense.
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Charisse Rivers of Zinnia Wealth Management has a discussion with Dr. Roger Ibbotson and Dr. William Goetzmann from the Yale School of Management on what is working and not working for retirees and pre-retirees in this high inflationary economy.
Dr. Robert Ibbotson is the Professor in the Practice Emeritus of Finance at Yale School of Management and chairman of Zebra Capital Management, LLC.
Dr. William Goetzmann is the Edwin J. Beinecke Professor of Finance and Management Studies as well as the Faculty Director of the International Center for Finance at Yale School of Management.
💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
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In this episode of Retirement Coffee Talk, Charisse Rivers highlights how to be risk-averse and still get the growth to fund retirement. She explains the importance of having a written retirement plan and how to work with a financial advisor to help choose the right investments for your individual needs.
💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
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There are a lot of things you want to do in retirement. You want a financial advisor that takes care of the behind-the-scenes details, so you have the money to fund your fun. That means planning BEFORE retirement, but also ongoing support through retirement.
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What does it mean when the world’s biggest investment company is telling you to plan for retirement by dialing back risk and use products OUTSIDE the stock market?
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Take the first step toward your dream retirement. Click here to get started with your complimentary 401(K) X-Ray.
Follow Chris and his team on Facebook, Instagram, LinkedIn, and YouTube.
Hoffman Financial Group is a proud sponsor of UGA Bulldogs.
About Chris Hoffman | Founder, Investment Advisor Representative
Chris Hoffman founded Hoffman Financial Group with one goal in mind: being the go-to financial advisor for professionals wanting to retire. Armed with a radical passion for smart financial strategies, Chris is relentless in guiding and protecting his clients from unwise decisions and market loss. His top-tier investigative skills, critical thinking, and uncanny intuition have led him to becoming one of Atlanta’s most recognized financial advisors.
Chris strongly believes in full-service retirement planning, meaning a growth target is never enough. He’s personally seen too many retirements suffer from lack of protection strategy and income plan—a prevalent problem he works hard to rectify through integrity, honesty, and ethics in his company. Hoffman Financial Group has been featured as an accredited business by the Better Business Bureau and partners with Retirement Wealth Advisors (RWA).
Radio: Money Unleashed | Sundays @ 2 PM | NEWS 95.5 & AM750 WSB TV: The Money Report | Sundays | CBS46 & WSB-TV’s Good Morning America Weekend Alumnus: McDaniel College & University of Georgia School: Terry College of Business Executive Program (Financial Planning) Investment Advisor Representative: With RWA Licenses: Series 65 fiduciary
Do you know where your 401(k) is invested? Do you know what holdings are inside the funds? Do you know what the performance is? Do you know what fees are associated with each fund? If you don’t, you aren’t alone…but you should.
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We are conditioned to look at a few things: Our rate of return and our account balance. While those are important factors, there are so many others that are glossed over by the financial industry. At Golden Reserve we are trying to change that.
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We’ve all seen the anti-annuity commercials from Ken Fisher. Is he telling the truth? What is his motivation? Greg breaks it down line by line.
#Retirement #RetirementPlanning #RetirementPlanner #Annuities #KenFisher
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What if you are all ready to retire and the market starts to fall? Should you put off your retirement until things get better?
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Is it really possible that your social security could be taxed in retirement? For some people, that may indeed be the case. Charisse Rivers of Zinnia Wealth Management talks about who may face this tax obstacle and if there's any strategies to help avoid it.
Plus, is it a good strategy for someone retiring at age 62 to draw money solely out of their 401(k) while waiting until 70 to start taking Social Security.
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Charisse Rivers of Zinnia Wealth Management talks about one of the most asked questions about retirement, "When should I take Social Security?"
💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
About Charisse Rivers
CEO & Financial Planner | Over 15 Years of Experience
Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth.
She is the founder and CEO of Zinnia Wealth Management and Zinnia Wealth Advisory, a Registered Investment Advisory firm. As a fiduciary in her industry, Charisse provides efficient and secure strategies for anyone nearing or in retirement. The overall initiative is to help get her clients to retirement and beyond.
She is also the host of the radio show “Retirement Coffee Talk,” broadcasted every Saturday at 8:30am, 11am, and every Sunday at 8am and 12 noon on WSKY 97.3 FM. Additionally, you can hear Charisse on WXJB 99.9 FM radio every Saturday at 9am. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve so they can live by design, not by default.
Passionate about helping others and spreading financial literacy to teens, Charisse gives back through the 501c3 nonprofit she started called the Grilled Cheese Foundation. The foundation was formed to help middle school and high school students foster their talents and get them to college with scholarships and financial literacy.
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Assuming your retirement is going to work out because you’ve been a good saver can be dangerous. It’s time to do the math.
💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
About Charisse Rivers
CEO & Financial Planner | Over 15 Years of Experience
Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth. She has been featured in ABC, FOX, NBC, CBS, InvestmentNews, WealthManagement.com, WSJ, USA Today, and Forbes magazine. She has also written online articles for CNN Money, Forbes, Fortune, and Annuity 123.
She is the founder and CEO of Zinnia Wealth Management and Zinnia Wealth Advisory, a Registered Investment Advisory firm. As a fiduciary in her industry, Charisse provides efficient and secure strategies for anyone nearing or in retirement. The overall initiative is to help get her clients to retirement and beyond.
She is also the host of the radio show “Retirement Coffee Talk,” broadcasted every Saturday at 8:30am, 11am, and every Sunday at 8am and 12 noon on WSKY 97.3 FM. Additionally, you can hear Charisse on WXJB 99.9 FM radio every Saturday at 9am. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve so they can live by design, not by default.
Passionate about helping others and spreading financial literacy to teens, Charisse gives back through the 501c3 nonprofit she started called the Grilled Cheese Foundation. The foundation was formed to help middle school and high school students foster their talents and get them to college with scholarships and financial literacy.
See omnystudio.com/listener for privacy information.
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