On this episode:

• Waiting for the perfect market dip sounds smart—but for retirees, it can lead to missed growth and added risk.
• Retiring into a down market isn’t just uncomfortable—it can permanently damage a retirement plan.
• Taxes, Medicare penalties, medical costs, long‑term care, and everyday surprises can quietly derail retirement plans.

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If you ask people preparing for retirement and those IN retirement the same question, you may get very different answers. That seems to be the case with retirement timing.

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Charisse walks through five common mistakes she sees from people who try to handle retirement planning on their own.

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On this episode:

• The price of many products and services is up. How are you dealing with it in retirement?
• What are the hidden costs of retirement that may give you “Sticker Shock?”

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On this episode:

• When you look at the stock market today, have you forgotten about the gains of the last 10 years?
• A new study that shows if retirees do THIS, they will enjoy retirement more.

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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.

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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.

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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.