Zinnia Wealth
Zinnia Wealth
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Selling a business before retirement?
If you plan to sell a business or a property to fund your retirement, Charisse can show you how to defer and spread out that tax bill so it doesn't make such an impact in the year that you sell.
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 UA-cam (bit.ly/3LZEYPY) !
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Переглядів: 7

Відео

The Market is Up After the Election, But Should You Still Be Cautious? | Thanksgiving Traditions ...
Переглядів 3412 годин тому
On this week's show: • We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious going into the new year? • Will taxes on your Social Security be eliminated? And is that a good thing? • Deferring Taxes: Lessons from Baseball Contracts • The Tug of War: When to Retire • Even Republicans and Democrats can agree there is a crisis i...
How to Protect Your Retirement from Uncle Sam
Переглядів 7021 годину тому
The end of the year brings up two discussions about your 401(k). 1) If you are retired, it’s time to figure out your Required Minimum Distribution (RMD). 2) If you are getting ready for retirement, it’s IRA-to-Roth conversions. Charisse looks at the pros and cons of both. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and ...
How will the results of the election affect your retirement? | Someone is not happy about the Gre...
Переглядів 59День тому
On this week's show: • The implications of the recent election results on retirement planning, tax changes, and interest rates. • What is the Great Wealth Transfer and why is your financial advisor not happy about it? • The end of the year brings up two discussions about your 401(k): RMDs and IRA-to-Roth Conversions. • Suze Orman says $2 Million in retirement savings is "chump change". Who is s...
The Top 8 Easy Things You Can Do to Get Ready for Retirement
Переглядів 5414 днів тому
Finding a financial advisor is probably the most important step in getting ready for retirement. We have a list of 8 things you can do before you find your advisor. 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/46MYvL...
What usually happens to the stock market after an election? | Workers want their pensions back. W...
Переглядів 2614 днів тому
On this week's show: • Worried about the stock market after the election? • Developing your own personal pension. • 8 things to check off your list before retirement. • The advantages of choosing an independent financial advisor. 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.l...
Interview: Marion County Sheriff Billy Woods
Переглядів 3721 день тому
Charisse sits down with Sheriff Billy Woods to talk about the importance of the 1% and half penny sales tax referendum for public safety in Marion County and how this funding will support law enforcement, fire departments, and emergency services, while also addressing the need for improved infrastructure and school safety. Like this episode? Hit that Follow button and never miss an episode! 💬 E...
Sheriff Billy Woods weighs in on the needs of Marion County | Charisse looks at the important ret...
Переглядів 5321 день тому
On this week's show: • Why does Marion County need to make the current tax structure permanent? Charisse interviews Sheriff Billy Woods. • How could your retirement be impacted by the election? • Charisse does a side-by-side comparison of the candidates. 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...
Voting for Your Financial Future
Переглядів 2528 днів тому
Charisse Rivers discusses the implications of the upcoming election on retirement planning, focusing on key issues such as tax policies, social security, and corporate tax rates. She highlights the differing views of the presidential candidates on these topics and how they may affect retirees and pre-retirees. Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share,...
Interview with Michelle Stone, Marion Co. D-5 Commissioner | The Election and Your Retirement
Переглядів 24Місяць тому
On this week's show, Charisse Rivers takes a look at the election and it's potential future effects on your retirement as it relates to taxes, social security and Medicare. 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.l...
Interview with Kevin Sheilley: President and CEO of the Ocala Metro Chamber and Economic Partnership
Переглядів 30Місяць тому
As you get ready to head to the voting booth on election day, there is a reoccurring issue to continue funding vital community services in Marion County. Charisse and Kevin break down the needs and how to keep the funding going. 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...
Interview with Kevin Sheilley | How much do you need to generate 100k a year in retirement? | Wil...
Переглядів 132Місяць тому
On this week's show: • We figured out why the media says we need MILLIONS to retire comfortably. • There is a plan to push back when you can get your Social Security benefits. • Do you have “one more year” syndrome? 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) : F...
Interview with Ocala Mayor Ben Marciano
Переглядів 16Місяць тому
When you go to vote this year in Marion County, you will see an issue to help fund vital city and county services. What is it all about and why is it important to our 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 (bit.ly/3ZPv1KB) : Facebook (bit.ly/45ILKRj) , Instagram (bit...
Interview with Ocala Mayor Ben Marciano | How is planning for Ocala’s future like planning for yo...
Переглядів 48Місяць тому
On this week's show: • This year more people turn 65 than any other year in history. Turning 65 means filing for Medicare. What do you need to know? • There is a proposal to push the Social Security ages back. This could mean you’d have to wait to get your full benefit. Could that change your retirement plan? Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, ...
The Power of Leadership in Personal and Financial Growth
Переглядів 12Місяць тому
In a special interview, Charisse sits down with Matt Walker of Maxwell Leadership (exchange.maxwellleadership.com/) to discuss the importance of personal growth, overcoming adversity, and the emotional aspects of financial management, emphasizing the significance of mentorship, leadership, and building connections to inspire and empower others in their personal and professional lives. Like this...
The Importance of Leadership in Personal Growth and Financial Success | What is Holistic Retireme...
Переглядів 24Місяць тому
The Importance of Leadership in Personal Growth and Financial Success | What is Holistic Retireme...
Proof That You Don’t Need Over a Million Dollars to Retire
Переглядів 56Місяць тому
Proof That You Don’t Need Over a Million Dollars to Retire
A Retirement Lesson from Eddie Murphy
Переглядів 432 місяці тому
A Retirement Lesson from Eddie Murphy
Five Things Older Retirees Regret About Retirement
Переглядів 1142 місяці тому
Five Things Older Retirees Regret About Retirement
The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson ...
Переглядів 922 місяці тому
The Fed is Cutting Interest Rates, What Does That Mean for Your Retirement? | A Financial Lesson ...
It’s the biggest time of the year for Give4marion.org. What you need to know.
Переглядів 142 місяці тому
It’s the biggest time of the year for Give4marion.org. What you need to know.
Getting involved in our community with give4marion.org | Getting the help you need with your 401(...
Переглядів 182 місяці тому
Getting involved in our community with give4marion.org | Getting the help you need with your 401(...
Check Off These Important Retirement Points Before the End of the Year
Переглядів 652 місяці тому
Check Off These Important Retirement Points Before the End of the Year
Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining ...
Переглядів 602 місяці тому
Tuning out the noise of financial news | Getting the help you deserve with your 401(k) | Gaining ...
5 Ways to Plan for Long Term Care
Переглядів 282 місяці тому
5 Ways to Plan for Long Term Care
5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for s...
Переглядів 172 місяці тому
5 ideas to protect your retirement money from recession | The 4% withdrawal rule does work, for s...
The tax code has over 70 thousand pages! Do you know which ones to use for a better retirement?
Переглядів 212 місяці тому
The tax code has over 70 thousand pages! Do you know which ones to use for a better retirement?
Can you have a great retirement without being a financial expert?
Переглядів 183 місяці тому
Can you have a great retirement without being a financial expert?
Tax free, taxable, tax deferred. What does it all mean?
Переглядів 123 місяці тому
Tax free, taxable, tax deferred. What does it all mean?
The stock market went down 1000 points in a day. What happened? | Are cash and bonds a good place...
Переглядів 173 місяці тому
The stock market went down 1000 points in a day. What happened? | Are cash and bonds a good place...

КОМЕНТАРІ

  • @johnmanto1945
    @johnmanto1945 7 днів тому

    This host is is incredibly likeable, and real... I'm a brand new fan...👏👍🙏❤️🇺🇸🇺🇸

  • @lloydlewis8184
    @lloydlewis8184 9 днів тому

    I am learning to not claim any religious sect. I do embrace the following of Jesus Christ but not the Christian Jesus. The one in the Bible i believe in.

  • @mdnoyon8974
    @mdnoyon8974 10 днів тому

    শিল্পী নয়ন মনি।।।। অনেক সুন্দর।।।। খবর

  • @jamesgiefing9648
    @jamesgiefing9648 13 днів тому

    Love you candace

  • @JohnHobbs-o3z
    @JohnHobbs-o3z 14 днів тому

    Paid it off when i was 41,64 now and have become pretty wealthy with all the investing i have done.Made lots of money during 2 crashes with my home equity line of credit.That has enabled us to give our 2 sons the whole estate from my motherinlaw which is 1.2 million,that will give them a huge leg up!

  • @xaverbishop6506
    @xaverbishop6506 29 днів тому

    After divorce from, couple years ago and attorney fees, I am starting over at 37. I do a lot of work in Ocala and marion county and currently an electrician. I need guidance.

  • @James-bv4pw
    @James-bv4pw Місяць тому

    For President!!

  • @mphoglorianongalaza4990
    @mphoglorianongalaza4990 Місяць тому

    Love you candice ❤

  • @Alkebu1
    @Alkebu1 Місяць тому

    It is so symple, Cadace is not relevant. She can pack up and return to her Brit spouce and biethnic brood. Just leave us be. Focus on her own issues.

    • @KcoYaMaGucci
      @KcoYaMaGucci Місяць тому

      Oh you’re embarrassed or scared about the things she’s previously exposed😂😂😂😂 keep shaking in your boots bby because she’s coming with more info every single day😂🎉🥳🥳🥳🥳🥳🎊🎊🎉🎉🎉🤞🏾🤞🏾🤞🏾🙌🏾🙌🏾🙌🏾🙏🏾🙏🏾🙏🏾🙏🏾🙏🏾😆😆😆😆😆 “I support anything Candice says”

    • @Alkebu1
      @Alkebu1 Місяць тому

      @@KcoYaMaGucci As I stated she much like you, not relevant... Live well...

    • @KcoYaMaGucci
      @KcoYaMaGucci Місяць тому

      @@Alkebu1 she’s not relevant but you’re here 😆 pressed 🤣😆😆✌🏾

    • @Alkebu1
      @Alkebu1 Місяць тому

      @@KcoYaMaGucci I shout out to everyone that I can, even you...

    • @KcoYaMaGucci
      @KcoYaMaGucci Місяць тому

      @@Alkebu1 No dumb dumb, this is no shout out… I knew the lights were off in your head by your comments but you clearly clicked on her video to watch it, if you’re just commenting without obtaining the information from the video you’re dumber than I expected and I shall find my exit here 😳🤪✌🏾✌🏾

  • @ElijahGraham-os4wn
    @ElijahGraham-os4wn Місяць тому

    DIS DIS DIS DIS DIS DIS DIS DIS DIS DIS IS IS IS IS IS IS IS IS IS IS MESELF MESELF MESELF MESELF MESELF MESELF MESELF MESELF MESELF PRIDE AND JOY MESELF SUPER HERO SUPER HERO MESELF MESELF MESELF HEARTS OF HEARTS 💕 💞 ❤️ ♥️ 💙 💖 💕 MESELF MESELF MESELF MESELF MESELF MESELF NEICE NEICE MESELF MESELF MESELF MESELF MESELF MESELF MESELF MESELF MESELF LOVING LOVING LOVING LOVING LOVING LOVING LOVING LOVING ❤️ ❤️ ❤️ ❤️ ❤️ ❤️ HUR HUR HUR HUR HUR HUR HUR HUR MORE MORE MORE MORE MORE MORE ♥️ ❤️ 💜 💖 💗 💓 ♥️ ❤️ 💜 DEN DEN DEN DEN DEN DEN DEN DEN DEN ♥️ 💜 ❤️ 💖 💗 😂 ♥️ 💜 ❤️ 💖 💗 LIFE LIFE LIFE LIFE LIFE LIFE LIFE LIFE LIFE LIFE ♥️ ❤️ 💜 💖 😂 💗 ♥️ ❤️ 💜 💖 😂 💗 IT IT IT IT IT IT IT IT ♥️ ❤️ 💜 💖 💗 💓 ♥️ ❤️ 💜 💖 💗 SELF SELF SELF SELF SELF SELF SELF SELF SELF SELF ♥️ 💜 ❤️ 💗 💖 💓 ♥️ 💜 ❤️ 💗 💖 💓 PLEASE PLEASE PLEASE PLEASE PLEASE ♥️ 🤣 😄 😆 🙂 🙃 ♥️ 🤣 😄 😆 🙂 🙃 ♥️ AMERICA AMERICA AMERICA AMERICA AMERICA AMERICA AMERICA ♥️ 🤣 😄 😆 🙂 🙃 ♥️ AMERICA AMERICA AMERICA AMERICA AMERICA ♥️ 🤣 😄 😆 🙂 🙃 ♥️ PLEASE PLEASE PLEASE PLEASE PLEASE PLEASE PLEASE ♥️ 🤣 😄 😆 🙂 🙃 ♥️ 🤣 😄 😆 🙂 🙃 ♥️

  • @TerryWalter-u6n
    @TerryWalter-u6n Місяць тому

    Candace is the angel America needs love to listen to her

  • @LadyOaksNZ
    @LadyOaksNZ Місяць тому

    Candace so refreshing and inspiring 🌺⚘️

  • @lukefeekings4404
    @lukefeekings4404 4 місяці тому

    Beautiful woman beautiful honest and loves her country love you miss Owens.

  • @minerthree
    @minerthree 4 місяці тому

    Great Lady,

  • @Rapture_Ready_Rabbit
    @Rapture_Ready_Rabbit 4 місяці тому

    {{{{{{ URGENT!!! John 3:16 For God loved the world, so He gave his only begotten Son, that whosoever believeth in him should not perish, but have everlasting life. Realize you're a SINNER! You CANNOT earn your way into heaven! JESUS is the ONLY way! REPENT and CALL upon JESUS to SAVE you now! BELIEVE that JESUS is the Son of God, that He came in the flesh, lived a sinless life and then died on a CROSS for you! TRUST that God raised JESUS from the dead on the third day! By FAITH accept the shed BLOOD of JESUS ALONE as payment for YOUR sins! Almighty God is about to pour out JUDGEMENT on this world! Only Christians born again in the SPIRIT are about to VANISH! Dear LORD, please soften hearts now to accept the GOSPEL - the Good News of JESUS CHRIST!

  • @WolfModig
    @WolfModig 5 місяців тому

    Candace would make great president

  • @jtgammontv
    @jtgammontv 5 місяців тому

    Right wing fear mongering

  • @thomasbruner854
    @thomasbruner854 5 місяців тому

    You can almost see this coming!

  • @tl7236
    @tl7236 5 місяців тому

    LOVE ❤️ YOU CANDACE!!!!!!!SO SMART

  • @kimberlyosborn7425
    @kimberlyosborn7425 5 місяців тому

    Candace Owen great president ❤

  • @MickJohns-g2h
    @MickJohns-g2h 6 місяців тому

    Real women, with real IQ of 170❤❤❤❤❤❤❤

  • @matthewlucas7465
    @matthewlucas7465 6 місяців тому

    Dress hate up in beauty, perfect.

  • @purposebehindthepen
    @purposebehindthepen 6 місяців тому

    I admire Candace Owens.

  • @ttt-u8e3b
    @ttt-u8e3b 6 місяців тому

    I NEED HER BOOK😭😭‼️I LOVE CANDACE

  • @זוזיאסייג
    @זוזיאסייג 7 місяців тому

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

  • @JohnnywHall-j8j
    @JohnnywHall-j8j 7 місяців тому

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

    • @BlackberryTitties
      @BlackberryTitties 4 місяці тому

      Who’s running scared???? 😂😂😂 The DELUSION! Lol

  • @MyFriendlyPup
    @MyFriendlyPup 7 місяців тому

    You shouldnt have paid for this.

  • @lewiskoesi8822
    @lewiskoesi8822 7 місяців тому

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

  • @rickwalker6400
    @rickwalker6400 7 місяців тому

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

    • @SWebb-xm7qf
      @SWebb-xm7qf Місяць тому

      I also don't agree with somethings she says or believes in but I like how she don't back down, she says her truth/opinion even if it is not the most popular/others truth/opinion. She speaks with education and you can tell she researched what she talks about.... But it's still her belief/opinion. (Even if some can be proven facts).

  • @leaf3918
    @leaf3918 7 місяців тому

    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 8 місяців тому

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

  • @kevinboatman6881
    @kevinboatman6881 8 місяців тому

    I love Candice

  • @omulangilalumaamakalemeera5118
    @omulangilalumaamakalemeera5118 8 місяців тому

    ❤❤❤❤❤❤❤❤❤❤❤❤❤❤

  • @yvetteheller1083
    @yvetteheller1083 8 місяців тому

    ❤❤❤ Candace!!!

  • @Tony-dx3eo
    @Tony-dx3eo 9 місяців тому

    Kevin O'Leary was waaayyyy off base 🤦‍♂️

  • @Random-yq1wu
    @Random-yq1wu 9 місяців тому

    51 minutes lol

  • @annettegiunta3
    @annettegiunta3 9 місяців тому

    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 9 місяців тому

    I am so confused

  • @CAnn-rt5gu
    @CAnn-rt5gu 9 місяців тому

    I enjoyed this. Thank you!

  • @paulhale929
    @paulhale929 9 місяців тому

    Congratulations to both of you.

  • @AnonFam405
    @AnonFam405 10 місяців тому

    ❤❤❤❤

  • @TaseelConsultsLimited
    @TaseelConsultsLimited 10 місяців тому

    Beautiful interview

  • @louiehoehle1260
    @louiehoehle1260 11 місяців тому

    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 11 місяців тому

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

    • @justiceagyei8288
      @justiceagyei8288 11 місяців тому

      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.

  • @AlexShantyOldLawModel
    @AlexShantyOldLawModel Рік тому

    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 Рік тому

    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 Рік тому

    "PromoSM" 😔

  • @HyperInflation2020
    @HyperInflation2020 2 роки тому

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

  • @jenniferkeyes6418
    @jenniferkeyes6418 2 роки тому

    Jenny pooh love you

  • @jenniferkeyes6418
    @jenniferkeyes6418 2 роки тому

    Jennifer love hlm

  • @sirjohnlarrickgreene8653
    @sirjohnlarrickgreene8653 3 роки тому

    God bless you Sir