Financial Wise Radio

February 10, 2024 - Capstar holds Tax Tip Tuesdays at their in-house conference room over lunch. Share a glass of iced tea and gather up tax nuggets to help in your retirement planning.

February 4, 2024 - Suzette Porter and Rachel Neblett promote hosting their Retirement Elevated class on "all things retirement" for mid-February. All are welcome.

September 16, 2023 - Suzette discusses all the topics that will impact you in retirement and the course she instructs to help you on the Road to Retirement.

August 26, 2023 - Join Suzette Porter and partnering attorney, Farren Sheehan, of Sheehan Law, PLLC, as they discuss Giving the Gift of Legacy to your loved ones. Through each of their own personal tragic stories, they each have a passion for making sure estate planning information is available to you.

August 9, 2023 - Now that you've built your retirement portfolio/house, you need to build in the protection. Learn how to arm yourself with good information so that you can protect you and your family in Part II of the Series with Suzette Porter and Rachel Neblett.

July 29, 2023 - Building your financial portfolio for retirement draws a lot of parallels to building a house. Learn how to construct your Financial House with Suzette Porter and Rachel Neblett in this first part of the series.

June 24, 2023 - To retire well in all economies, have you considered the balancing act with bonds in your portfolio?

June 17, 2023 - With the markets, interest rates, and so forth, is it a good time to retire and how do you assess?

May 6, 2023 - Suzette discusses possible overlooked strategies to help you boost your retirement.

April 29, 2023 - Check in with Suzette Porter on the next chapter of life....retirement.

Feb. 4, 2023 - Making a plan for retirement is a must in today's economy - inflation, rising interest rates, world markets and the affect on portfolios, and the list goes on.

Jan. 28, 2023 -  Join Suzette Porter as she discusses how the rising interest rates can be a good for the risk-adverse investor.

Jan. 7, 2023 - Taxes are usually the thing you look BACK over your year in review. Suzette Porter offers some suggestions for being proactive, looking forward for the new year.

12/3/2022 - 2022 is coming to a close, volatile markets due to interest rate hikes and world news that has negatively impacted growth. The 60/40 split of the bond world which has been the safe haven and balancing principle for the market is also broken. What does 2023 hold, and are we headed for a recession?

11/19/22 - It's important to understand the moves you can still make at the end of the year that may impact your taxes when you file. Ever heard of Tax Harvesting?

11/19/022 - 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 various options to look at.

9/17/2022 - Suzette Porter discusses the importance of her Retirement Elevated Course, held at Concordia University.  Retiring is it's own special entity and this 6-hour course covers the 6 most impactful topics to this season of life: life planning, income planning, investments, tax strategies, healthcare and estate planning strategies.

9/10/22 - 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 your heirs, which is the goal.

9/3/2022 - 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.

7/16/2022 - Retirement is not for the faint of heart. There are many pieces to being successful with the wealth you've spent a lifetime building. Listen in on what comprehensive financial planning looks like.

7/2/2022 - When the markets get choppy and volatile, do you have an advisor that you trust? Does that advisor call, make adjustments or bury his head in the sand? In these challenging market times, you may need a second opinion on your portfolio.

6/18/2022 Tune in to listen to a current mid-year market update and the implications a possible recession may have on your retirement plan.

6/11/22 - Please tune in for Suzette Porter's personal story of he mom passing away this year. Learn the planning steps for good estate planning strategies.

Retirement is all about protecting and preserving wealth which you've spent a lifetime accumulating, so that your money lasts as long as you do.

The markets are choppy in 2022, and now the record highs are declining. Does your portfolio contain enough diversification in retirement to last through volatile times in the market? Episode aired 4-23-2022