Financial Wise, for June 1. Suzette and Rachel talk about taking the importance of taking emotions out of your investing - especially political swings in our hyper-political climate.

2/3: Guiding You To... And Through Retirement

Feb 5th, 2024 26m 55s

Financial Wise, for February 3. Suzette and Rachel kick off the year with another edition of the Retirement Elevated course - guiding you up to and through retirement.

11/18: Lowering Risk and Getting A Good Return

Nov 18th, 2023 26m 21s

Financial Wise, for November 18. Today, Suzette talks about the ways to lower risk in retirement and the keys to plan out getting a good return on your investments.

9/16: Join Us On The Road To Retirement

Sep 16th, 2023 26m 56s

Financial Wise, for September 16. The road to retirement can be a bumpy one, but Capstar's Retirement Elevated course at Concordia University can help guide you around the bumps. Learn about this two-night course in today's edition of Financial

8/26: Avoid Family Feuds With An Estate Plan

Aug 26th, 2023 27m 17s

Financial Wise, for August 26. Attorney Farren Sheehan joins Suzette to talk about the ways to avoid family feuds - by doing an estate plan, to lay everything out for the future.

8/19: Building Your Own Financial House, Part 2

Aug 21st, 2023 26m 24s

Financial Wise, for August 19. On today's edition of Financial Wise Radio, Suzette and Rachel share more strategies for building your best, most ideal retirement plan - the foundation, walls, and roof to weather all the adversities you may face

7/29: Building Your Own Financial House

Jul 31st, 2023 26m 26s

Financial Wise Radio,, for July 29. On this edition of Financial Wise, Suzette and Rachel Neblett talk about building your financial house - making sure you have sources of income that can weather storms, knowing which accounts you should draw

Finding A Balance With Bonds In Your Retirement Plan

Jul 24th, 2023 26m 25s

Financial Wise, for July 22. On today's episode, Suzette discusses the balancing act of using bonds in your retirement plan to provide some stability, compared to other more volatile components.

2/4: Make A Retirement Plan And Stick To It

Feb 4th, 2023 26m 26s

Financial Wise, for February 4. Don't just let retirement happen... make a plan and stick to it! Today, Suzette Porter shows you the ways to be prepared for what comes your way.

1/28: How Rising Interest Rates Can Be Good...

Jan 29th, 2023 27m 25s

Financial Wise, for January 28. There could be a good side to rising interest rates, if you're risk-averse. On today's edition of Financial Wise, Suzette Porter breaks down how this might fit into your retirement planning.

1/7: Tax Planning Advice for 2023

Jan 7th, 2023 26m 25s

Financial Wise, for January 7. The new year is upon us... on this edition of Financial Wise Radio, Suzette Porter shares key tips for tax planning for 2023.

12/3: Can You Retire In A Recession?

Dec 3rd, 2022 29m 14s

Financial Wise, for December 3. Can you retire in a recession? Suzette Porter tackles the issues retirees may face in a struggling economy.

11/19: End of Year Tax Moves

Nov 19th, 2022 29m 12s

Financial Wise Radio, for November 19. Suzette covers key end-of-year tax moves you should make to maximize your retirement and minimize your tax burden as we head towards 2023.

11/12: Should I Sell My house In Retirement

Nov 12th, 2022 26m 25s

Downsizing/selling homes in retirement is a big decision. Join Suzette Porter and guest Realtor Judith Arnold for an in-depth discussion on how to evaluate if selling your home is right for you in retirement. Judith discusses the process and va

9/10: The Living Documents of Estate Planning

Sep 10th, 2022 27m 40s

Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to yo

9/3: Estate Planning - Give A Gift To Your Loved Ones

Sep 3rd, 2022 27m 35s

Suzette Porter and guest, Attorney Farren Sheehan of Sheehan Law, address the pitfalls of having no legacy planning in place. Story after story of tragic outcomes and how you can avoid those experiences with the proper planning.

7/16: Why Comprehensive Financial Planning Is Important, Now More Than Ever

Jul 18th, 2022 26m 25s

Why Comprehensive Financial Planning Is Important, Now More Than Ever

7/2: You Might Need A Second Opinion in Downturns Like These

Jul 5th, 2022 26m 25s

You Might Need A Second Opinion in Downturns Like These

6/18: Is A Recession Going To Rob Your Retirement

Jun 20th, 2022 26m 24s

Is A Recession Going To Rob Your Retirement

6/11: Estate Planning Should Be Front And Center

Jun 13th, 2022 26m 38s

Estate Planning Should Be Front And Center

4/11: Three Tax Moves To Change Your Retirement Game

Apr 11th, 2022 26m 38s

Three Tax Moves To Change Your Retirement Game

4/2: An All-Weather Retirement Income Plan

Apr 2nd, 2022 26m 9s

On today's edition of Financial Wise, Suzette talks about the effect that world events may have on your retirement plan - and the importance of making sure your plan can handle whatever comes your way.

2/26: Big Changes to Social Security in 2022

Feb 26th, 2022 26m 43s

Today on Financial Wise, Suzette highlights some of the changes happening within Social Security as we move deeper into 2022.

2/12: Predicting The Markets for 2022

Feb 14th, 2022 25m 16s

Financial Wise, for February 12, 2022. Today, Suzette takes a look at what the markets may have in store for 2022 - and how to steer your retirement plan around the challenges that it may face.

1/22: Looking Forward To Retirement - What If You Need Long-Term Care?

Jan 24th, 2022 26m 37s

On this edition of Financial Wise, Suzette Porter talks about the costs of long-term care - if you end up needing it later in life, do you have a plan? The costs for you and your loved ones could end up being devastating if you don't have a pla