Financial Wi$e Podcast

On today's edition of Financial Wise Radio, Suzette details some of the pitfalls you can run into with bad estate planning - and how to avoid them.

On today's Financial Wise Radio, Suzette details five things you need to prepare for retirement.

Financial Wise, for August 17.

Financial Wise, for August 3. Today, Suzette talks about annuities - using them for income planning, risk mitigation, and recent developments with interest rates.

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.

Financial Wise, for April 20. Today, Suzette and Rachel discuss the eight different ways you could become poor in retirement - especially with poor planning.

Financial Wise, for March 30. Today, Suzette and Rachel talk about the impacts that elections could have on your retirement planning - and why it's important to look at tax advantages as you're building your retirement plan.

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.

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.

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 Wise.

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.

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 in retirement.

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 from when, and that your plan includes the tax planning necessary to maximize your financial future.

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.

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.

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.

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.

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

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.

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.

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.

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.

Why Comprehensive Financial Planning Is Important, Now More Than Ever

You Might Need A Second Opinion in Downturns Like These

Is A Recession Going To Rob Your Retirement

Estate Planning Should Be Front And Center

Three Tax Moves To Change Your Retirement Game

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.

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

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. 

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 plan.

Financial Wise, for January 8, 2022.

Financial Wise, for December 4, 2021.

Financial Wise, for October 30, 2021.

Financial Wise, for October 16, 2021.

Financial Wise, for September 4, 2021.

Financial Wise, for August 21, 2021.

Financial Wise, for August 14, 2021.

Financial Wise, for July 17, 2021.

Financial Wise, for June 26, 2021.

Financial Wise, for April 11, 2021. Are you ready to pull the cord and retire? On today's episode of Financial Wise Radio, Suzette covers three key points you need to consider before you pick a retirement date - things you need to make sure you have covered before you hand in that "I'm retiring" letter.

Financial Wise, for March 13, 2021. Today, Suzette goes over three mistakes you don't want to make with your money in retirement. It may be easier said than done, but Suzette will show you ways to make sure your plan has them taken care of.

Financial Wise, for February 6. Today, Suzette shares some very important reasons you want to make sure you have a financial planner on your team as we move into 2021.

Financial Wise, for January 16, 2021. The second of two shows on making sure your retirement plan is in shape for 2021 and set up to win, in the face of rising taxes down the road.

Financial Wise, for January 9, 2021. Today, Suzette offers the first of two shows focused on tax planning to start off 2021 - make sure that your retirement plan takes into account the possibility of higher taxes that are coming in future years.

Financial Wise, for December 5, 2020. Suzette looks at the different options you should take into account when doing estate planning for your future.

Financial Wise, for November 21, 2020. Today, Suzette takes a look at a number of very important questions that you need to ask your retirement advisor, to make sure your plan is as solid as it can be.

Financial Wise, for October 31, 2020. Healthcare expenses can be one of the biggest expenses that can wreak havoc on your financial picture as you age - today, Suzette talks about different planning steps to ease the burden on your retirement.

Financial Wise Radio, for October 24.

Financial Wise Radio, for September 19. Having the right advisor for your retirement plan is important... learn the three different ways you need to be "smart" when it comes to your retirement planning.