Zinnia Wealth
Zinnia Wealth
  • Видео 220
  • Просмотров 26 575
When your advisor says, “This too shall pass.” | Should you buy gold? | What is your “side hustle...
On this week's show:

• How do we avoid the advisor conversation of “Hang in there, it will come back.”

• The pros and cons of buying gold.

• If Social Security and your 401(k) are your main sources of retirement income, where do you look next?

• Time to get the Windex and rubber gloves out. What do we find when your portfolio gets a good scrubbing?

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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit.ly/46MYvLy) , LinkedIn (bit.ly/3PUuWk5) and RUclips (bit.ly/3LZEYPY) !
See omnystudio.com/listener (omnystudio.com/liste...
Просмотров: 19

Видео

The Motley Fool says these are 4 good reasons to take Social Security at 62
Просмотров 7214 часов назад
Social Security: The longer you wait, the bigger your check. But most people take it right away at 62. The Motley Fool gives 4 reasons why you might consider taking your benefit early. Does Charisse agree? See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Is this a good time to buy stocks? | They have found the world’s oldest living man | What is job ...
Просмотров 1914 часов назад
On this week's show: • Do you buy, sell, or sit tight in this market? • We found the poster child for making your money last. • Figuring out your paycheck in retirement. • Why not take Social Security at 62? 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 (bit.ly/3ZPv1KB) : Facebook ...
The Problem With: I’ll Just Work Forever and Never Retire
Просмотров 53День назад
The largest growing segment in the workforce is now people over the age of 75. But does that mean you should keep working? What if you don’t have to and you don’t even know it? 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (b...
How some financial advisors are failing retirees | You may be shocked at what age is considered e...
Просмотров 16914 дней назад
On this week's show: • There are things that you need in retirement that many financial advisors are not providing. • Is 61 considered early retirement? Find out the average age when most people retire. • Your 401(k) is an important piece of your retirement plan, but it comes up short in many ways Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn ev...
Your 401(k) Plan is NOT a Retirement Plan
Просмотров 22514 дней назад
Most people have a 401(k). But that is only one piece of a retirement. A full plan involves plans for investments, Social Security, taxes, estate and more. 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit.ly/46MYvLy) , Link...
Splurges that are worth it in retirement
Просмотров 2021 день назад
Most of us have some big dreams for retirement. But what if that dream is a budget buster? We have 4 splurges that you won’t regret in your retirement years. 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit.ly/46MYvLy) , Li...
Avoiding big losses when the market turns negative | What is the average monthly spend in retirem...
Просмотров 32Месяц назад
On this week's show: • When the stock market starts to go negative, how do you avoid being victim of that downward momentum? • Things that are worth spending money on. • When the financial news has an agenda. • 62, 66, 67, or 70? What is your Social Security strategy? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her ...
Four Options for How to Use Your 401(k)
Просмотров 25Месяц назад
Cash it out, roll it over, convert it. Your 401(k) has a number of options in retirement. 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit.ly/46MYvLy) , LinkedIn (bit.ly/3PUuWk5) and ...
Tax Talk: IRAs, 401(k)s, and more
Просмотров 39Месяц назад
On this week's show: • Your IRA: How does it help your tax picture and how many should you have? • Is it possible to be TOO conservative with your investments? • Is the recent market pullback a signal of recession? • 4 options for your 401(k). • The pros and cons of Medicare Advantage plans. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even mor...
Ask Charisse: Being Smart About Taking Money Out of Your 401(k)
Просмотров 57Месяц назад
In our Ask Charisse segment, we talk about taking money out of your IRA or 401(k). 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit.ly/46MYvLy) , LinkedIn (bit.ly/3PUuWk5) and RUclips (bit.ly/3LZEYPY) ! See omnystudio.com/l...
Our response to: Retirement is stupid!
Просмотров 52Месяц назад
On this week's show: • One conservative talk show host declared that "Retirement is Stupid". We have another viewpoint. • You think airline baggage fees are bad? Take a closer look at the financial industry. • Suzi Orman talks Social Security and capital gains, but her advice could point you toward trouble. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, an...
Let’s dump the idea of working forever | Figuring out your Social Security strategy | Building yo...
Просмотров 44Месяц назад
On this week's show: • 92% of us are retired by age 75. Can we get you retired earlier? • Answering your Social Security questions. • You know your paycheck now, what is your paycheck in retirement? • Warren Buffett wants you to make a list for 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 Zinn...
No pension, no problem. Let’s build one!
Просмотров 14Месяц назад
Most of us love the idea of a monthly pension check in retirement. Yet few of us have one. If you don’t have an employer pension, have you discussed a personal pension? 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit.ly/46...
Should you plan retirement as an optimist or a pessimist?
Просмотров 26Месяц назад
Some people plan for retirement focusing on everything that could go wrong. Some people plan hoping the stock market is going to return 10% every year. Should you be a pessimist, optimist, or realist? 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly...
The Government wants to eliminate the 401(k)!
Просмотров 882 месяца назад
The Government wants to eliminate the 401(k)!
Could this 401(k) idea change retirement?
Просмотров 452 месяца назад
Could this 401(k) idea change retirement?
A Retirement Lesson from Tom Selleck
Просмотров 1212 месяца назад
A Retirement Lesson from Tom Selleck
Is the 401(k) getting any better?
Просмотров 153 месяца назад
Is the 401(k) getting any better?
2024 is the peak of baby boom retirement
Просмотров 333 месяца назад
2024 is the peak of baby boom retirement
The Hot Stove Lesson of Your 401(k)
Просмотров 143 месяца назад
The Hot Stove Lesson of Your 401(k)
Is there a financial crisis coming?
Просмотров 303 месяца назад
Is there a financial crisis coming?
Are you about to get a love letter from the IRS?
Просмотров 153 месяца назад
Are you about to get a love letter from the IRS?
Helpful Tax Moves You May Not Know About
Просмотров 283 месяца назад
Helpful Tax Moves You May Not Know About
Four moves that can help you reduce your tax bill
Просмотров 123 месяца назад
Four moves that can help you reduce your tax bill
3 Burning Topics on Minds of Retirees
Просмотров 254 месяца назад
3 Burning Topics on Minds of Retirees
How will the financial stories of 2023 unfold in 2024?
Просмотров 304 месяца назад
How will the financial stories of 2023 unfold in 2024?
Can you retire without long-term care insurance? The answer may be yes!
Просмотров 304 месяца назад
Can you retire without long-term care insurance? The answer may be yes!
Florida shows up big on the "Best Places to Retire" list!
Просмотров 294 месяца назад
Florida shows up big on the "Best Places to Retire" list!
Are CDs, I-Bonds, Treasuries, and annuities too high maintenance?
Просмотров 215 месяцев назад
Are CDs, I-Bonds, Treasuries, and annuities too high maintenance?

Комментарии

  • @matthewlucas7465
    @matthewlucas7465 3 дня назад

    Dress hate up in beauty, perfect.

  • @purposebehindthepen
    @purposebehindthepen 6 дней назад

    I admire Candace Owens.

  • @j0rdxnf0rjesus
    @j0rdxnf0rjesus 11 дней назад

    I NEED HER BOOK😭😭‼️I LOVE CANDACE

  • @AbdullahAlRomman
    @AbdullahAlRomman 17 дней назад

    Hey,, Do you need a professional RUclips thumbnail designer? I am a professional RUclips thumbnail designer. please let me know if you need it.

  • @user-fk3ux7kh1e
    @user-fk3ux7kh1e Месяц назад

    Mon amie on t adore !!!! ❤ Josy d israel... Meme si t es pro pallos😮

  • @user-cy6tg7or8f
    @user-cy6tg7or8f Месяц назад

    She so powerful they running scared ❤ god bess her a little babys 🎉🎉🎉🎉

  • @MyFriendlyPup
    @MyFriendlyPup Месяц назад

    You shouldnt have paid for this.

  • @lewiskoesi8822
    @lewiskoesi8822 Месяц назад

    Not powerful when you cannot avoid being kicked out!!!😂

  • @rickwalker6400
    @rickwalker6400 Месяц назад

    As a gay man candace and I have some disagreements. But I respect her

  • @leaf3918
    @leaf3918 Месяц назад

    She's not even American she's from ST.THOMAS but she's supposed to be a expert know all about AFRICAN AMERICANS that you DENEGRADE at every opportunity you get.

  • @dorcusnzayisenga1751
    @dorcusnzayisenga1751 Месяц назад

    I love Candace, she is never afraid to speak for the truth. I love you lady

  • @kevinboatman6881
    @kevinboatman6881 Месяц назад

    I love Candice

  • @omulangilalumaamakalemeera5118
    @omulangilalumaamakalemeera5118 2 месяца назад

    ❤❤❤❤❤❤❤❤❤❤❤❤❤❤

  • @yvetteheller1083
    @yvetteheller1083 2 месяца назад

    ❤❤❤ Candace!!!

  • @Tony-dx3eo
    @Tony-dx3eo 2 месяца назад

    Kevin O'Leary was waaayyyy off base 🤦‍♂️

  • @Random-yq1wu
    @Random-yq1wu 2 месяца назад

    51 minutes lol

  • @annettegiunta3
    @annettegiunta3 2 месяца назад

    You are the most amazing loving caring so passionate super hero I could ever be blessed to encounter in my life. Truly sent from heaven ❤❤❤

  • @annettegiunta3
    @annettegiunta3 2 месяца назад

    I am so confused

  • @CAnn-rt5gu
    @CAnn-rt5gu 2 месяца назад

    I enjoyed this. Thank you!

  • @paulhale929
    @paulhale929 3 месяца назад

    Congratulations to both of you.

  • @user-nh3vq3qn8i
    @user-nh3vq3qn8i 4 месяца назад

    ❤❤❤❤

  • @TaseelConsultsLimited
    @TaseelConsultsLimited 4 месяца назад

    Beautiful interview

  • @louiehoehle1260
    @louiehoehle1260 5 месяцев назад

    I think you guys are confused. He said “perpetually” which means that you would just be taking out the money that you make on the million dollars every year. And he is suggesting that you would average an 8% return every year.

    • @kimharman9402
      @kimharman9402 5 месяцев назад

      Yeah I like Dave's advice. I don't understand what there is to dislike. It makes sense.

    • @justiceagyei8288
      @justiceagyei8288 5 месяцев назад

      I agree with these guys. I listened to that podcast. He didn’t say live off the million. He only said to live off the dividends and profit. If you have 1million money to invest in index funds, I think you probably have money from other sources or at least should.

  • @JudgeCommitee-ck5wq
    @JudgeCommitee-ck5wq 5 месяцев назад

    We love you but we hate your inheritance plan that puts us on the street. We want the Interdiction Living Trust financial security system.

  • @Defender78
    @Defender78 5 месяцев назад

    But what if your job doesn't pay you enough to build up reliable savings, and that you live month-to-month even though you bust your tail and take on extra duties and train other workers and innovate and create and you still don't get paid above a living wage that allows you to save money?

  • @ElmerHansen-od7jy
    @ElmerHansen-od7jy 8 месяцев назад

    "PromoSM" 😔

  • @HyperInflation2020
    @HyperInflation2020 Год назад

    I just saw her advertisement on a billboard. Thought she was 🔥! So here I am. She's smart also.

  • @jenniferkeyes6418
    @jenniferkeyes6418 2 года назад

    Jenny pooh love you

  • @jenniferkeyes6418
    @jenniferkeyes6418 2 года назад

    Jennifer love hlm

  • @sirjohnlarrickgreene8653
    @sirjohnlarrickgreene8653 2 года назад

    God bless you Sir

  • @sonnyc2539
    @sonnyc2539 2 года назад

    Great interview from a great person.

  • @appleridgekennels
    @appleridgekennels 3 года назад

    Zinnia Wealth has been a great comfort to us and our family. Cherise took so much time with my husband and I. She cares and wants to know all about your expectations, fears, concerns and financial knowledge. She made us feel comfortable and confident. We don’t have as much as some people to invest, but she didn’t rush us. Incredible person. We listened to her talk radio show for years before meeting her. The Miller Family

  • @seleldjdfmn221
    @seleldjdfmn221 4 года назад

    Awesome Job. Pursue Your dreams, always! Let's be friends =O