Episodes

  • 8/3: State Of Annuities
    Aug 4 2024

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

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    28 mins
  • 6/1: Politics & Investing Don't Mix
    Jun 1 2024

    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.

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    28 mins
  • 4/20: Ways To Become Poor In Retirement
    Apr 21 2024

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

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    27 mins
  • 3/30: Elections and Retirement
    Mar 31 2024

    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.

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    28 mins
  • 2/3: Guiding You To... And Through Retirement
    Feb 5 2024

    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.

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    27 mins
  • 11/18: Lowering Risk and Getting A Good Return
    Nov 18 2023

    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.

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    26 mins
  • 9/16: Join Us On The Road To Retirement
    Sep 16 2023

    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.

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    27 mins
  • 8/26: Avoid Family Feuds With An Estate Plan
    Aug 26 2023

    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.

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    27 mins