Financial Wise Radio
76 episodes - English - Latest episode: 6 months ago -Financial Wise Radio is an educational resource in retirement and financial planning. Hosted by Suzette Porter, owner of CapStar Financial, who has over 25+ years of estate planning experience and financial planning background. Each week on Financial Wise Radio, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.
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Episodes
Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
November 07, 2023 00:00 - 26 minutes - 37 MBSeptember 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.
Episode 54: Building Your Financial House - Part I
September 05, 2023 00:00 - 26 minutes - 37 MBJuly 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.
Episode 56: Building Your Financial House - Part II
September 05, 2023 00:00 - 26 minutes - 36.5 MBAugust 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.
Episode 58: Give the Gift of Legacy
September 05, 2023 00:00 - 27 minutes - 37.5 MBAugust 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.
Episode 51: Can You Retire in a Recession?
July 25, 2023 00:00 - 26 minutes - 36.3 MBJune 17, 2023 - With the markets, interest rates, and so forth, is it a good time to retire and how do you assess?
Episode 52: Finding Your Balance with Bonds
July 25, 2023 00:00 - 26 minutes - 36.3 MBJune 24, 2023 - To retire well in all economies, have you considered the balancing act with bonds in your portfolio?
Episode 47: The Purposeful Retirement
May 23, 2023 00:00 - 28 minutes - 39.7 MBApril 29, 2023 - Check in with Suzette Porter on the next chapter of life....retirement.
Episode 49: Boosting Your Retirement
May 23, 2023 00:00 - 26 minutes - 36.5 MBMay 6, 2023 - Suzette discusses possible overlooked strategies to help you boost your retirement.
Episode 43: Rising Interest Rates
May 10, 2023 00:00 - 27 minutes - 37.7 MBJan. 28, 2023 - Join Suzette Porter as she discusses how the rising interest rates can be a good for the risk-adverse investor.
Episode 45: Make a Plan for Retirement
May 10, 2023 00:00 - 26 minutes - 36.3 MBFeb. 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.
Episode 41: What's your tax planning advice for 2023?
May 10, 2023 00:00 - 26 minutes - 36.3 MBJan. 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.
Episode 39: Can You Retire in a Recession?
February 02, 2023 00:00 - 29 minutes - 40.2 MB12/3/2022 - 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?
Episode 38: End of Year Tax Moves
February 02, 2023 00:00 - 29 minutes - 40.1 MB11/19/22 - 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?
Episode 36: Should I Sell My House in Retirement
November 22, 2022 00:00 - 26 minutes - 36.3 MB11/19/022 - 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.
Episode 34: Retirement Elevated Course - all things for the retirement phase of life.
October 05, 2022 00:00 - 26 minutes - 36.6 MB9/17/2022 - 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.
Episode 32: Estate Planning - Give a Gift to your Loved Ones
October 05, 2022 00:00 - 27 minutes - 37.9 MB9/3/2022 - 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.
Episode 32: The Living Documents of Estate Planning
October 05, 2022 00:00 - 27 minutes - 38 MB9/10/22 - 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.
Episode 29: You might need a second opinion in downturns like these
July 29, 2022 00:00 - 26 minutes - 36.3 MB7/2/2022 - 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.
Episode 30: Why comprehensive financial planning is more important than ever
July 29, 2022 00:00 - 26 minutes - 36.3 MB7/16/2022 - 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.
Episode 27: Is a Recession Going to Rob Your Retirement?
July 07, 2022 00:00 - 26 minutes - 36.3 MB6/18/2022 Tune in to listen to a current mid-year market update and the implications a possible recession may have on your retirement plan.
Episode 27: Estate Planning Should Be Front and Center
July 07, 2022 00:00 - 26 minutes - 36.6 MB6/11/22 - 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.
Episode 24: 3 Tax Moves to Change Your Retirement
May 16, 2022 00:00 - 26 minutes - 36.6 MBThere are definitely Tax Strategies when you retire. For the first time outside of your working life, you can organize your portfolio by tax status and efficiency. Episode aired 4-9-2022
Episode 25: How to Mitigate Risk During Volatile Times
May 16, 2022 00:00 - 26 minutes - 36.6 MBThe 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
Episode 25: Protect and Preserve
May 16, 2022 00:00 - 26 minutes - 36.6 MBRetirement is all about protecting and preserving wealth which you've spent a lifetime accumulating, so that your money lasts as long as you do.
Episode 21: An All-Weather Plan
April 07, 2022 00:00 - 26 minutes - 35.9 MB4-2-22 During these times of high volatility, there are options for "weather-proofing" your portfolio. Listen in this week for things you can do to protect yourself during volatile times.
Episode 19: Big Changes Coming in 2022
March 01, 2022 00:00 - 26 minutes - 36.7 MBThere are many changes coming down the pike for 2022, including Social Security. 2-26-22
Episode 17: Predicting the Markets for 2022
February 18, 2022 00:00 - 25 minutes - 34.7 MBAs we head into 2022, the Market situation is expected to be volatile. Listen to learn why.
Episode 12: Tax Moves Before the End of the Year
January 28, 2022 00:00 - 26 minutes - 36.8 MB10-30-21 Join us as we discuss some smart tax moves before you reach the end of the year.
Episode 10: A Perfect Retirement Must Include Tax Planning
January 28, 2022 00:00 - 26 minutes - 36.6 MB9-4-21 As you tuck money away in your 401k's at work, you are accumulating. Good for you. But there are tax implications as you move into retirement and move into the distribution phase of your life. Join us for this "must listen" discussion.
Episode 11: Learn to Protect Your Assets from Additional Taxes
January 28, 2022 00:00 - 26 minutes - 36.9 MB10-16-21 The possible passing of certain tax bills may impact your retirement. Join us for actions you can take in good times and bad, to protect your portfolio.
Episode 13: Retirement and Long-Term Tax Planning
January 28, 2022 00:00 - 26 minutes - 36.9 MB12-4-21 Put your thinking caps on today as we discuss how to win in all types of economies for your retirement.
Episode 14: Are You Qualified to Manage Your Own Retirement?
January 28, 2022 00:00 - 26 minutes - 37 MB1-8-2022 Most people have a handle on what they are spending and what they are saving. But do you understand how it's all going to work in retirement without a written plan? What if a spouse dies early? What if one of you needs Long-Term Care? How is new tax legislation impacting retirees? In these times, you need a financial planner who specializes in retirement to put together a comprehensive plan.
Episode 15: What if You Need Long-Term Care?
January 28, 2022 00:00 - 26 minutes - 36.9 MB1-22-22 A discussion on what can derail your plans for retirement if not planned for; specifically the costs and process of long-term care needs.
Episode 7: Why Your Bond Funds Aren't Experiencing Any Returns
January 28, 2022 00:00 - 26 minutes - 36.8 MB7-17-21 The old formula is broken. It used to be that bonds were the "safety net" to the market to balance your portfolio. Alternative investing is now the key. Join us for this insightful discussion.
Episode 8: Do You Want to Retire Early?
January 28, 2022 00:00 - 27 minutes - 37.7 MB8-14-21 Retiring with confidence is no easy task. You'll be leaving your paychecks behind and beginning your distribution phase in life. How do you organize? Which buckets do you draw on first, and when? What are the tax implications of your plan? Join us for a discussion that could lead to you living your best life.
Episode 9: Will You Run Out of Money in Retirement?
January 28, 2022 00:00 - 26 minutes - 36.7 MB8-21-21 This show discusses all the details, such as budgeting, diversity, organization with the goal of uncovering items you may need to take care of before pulling the trigger into retirement.
Episode 1: Three Money Mistakes You Don't Want to Make in Retirement
January 27, 2022 00:00 - 26 minutes - 23.9 MB3-13-21 Transitioning from your working life to your retirement life takes planning. Without strategy, there could be some mistakes that you may not be able to undo.
Episode 5: Questions to Ask When You're Hiring a Retirement Specialist
January 27, 2022 00:00 - 26 minutes - 36.1 MB5-29-21 There are a lot of things to consider when choosing a financial planner. But if you're moving into retirement, that advisor needs to have knowledge of a comprehensive list of topics that could impact your plan, including tax strategy, social security, estate planning, portfolio organization.
Episode 6: Weathering the Financial Storm
January 27, 2022 00:00 - 25 minutes - 35.6 MB6/26/21 Introducing Suzette Blackburn's daughter, Rachel Neblett, and their family story of why they got into financial planning for retirees.
Episode 3: Is the Inflation Genie Out of the Bottle?
January 27, 2022 00:00 - 26 minutes - 24.4 MB3-27-21 Retirement can have many wrinkles that impact your life, including inflation. Discussion on what inflation is, and how it can possibly impact or derail any good plan if it's not factored in.
Episode 4: 3 Things to Consider Before Choosing Your Retirement Date
January 27, 2022 00:00 - 26 minutes - 36.6 MB4/11/21 During these days of companies restructuring, downsizing and laying off and offering early retirement, how do you know if you have what it takes to retire?
Episode 2: Why Hiring a Financial Planner is Important for 2021
January 27, 2022 00:00 - 26 minutes - 36.6 MB2-6-21 This show highlights the need for a financial planner in these unprecedented times, which includes tax changes, healthcare costs and the war on savers.
Tax Planning - The 4 Buckets You Need to Have In Retirment
May 06, 2020 00:00 - 24 minutes - 22.4 MB2/22/2020 - You've been told to diversify your investments, but what about the tax status of those investments? Listen in on how important tax diversification is for your retirement.
How Does the New SECURE Act Impact You in 2020?
May 06, 2020 00:00 - 26 minutes - 24.7 MB1/11/2020 - Key takeaways on the SECURE Act Legislation passed in December 2019, and implemented for this year. The government is making it easier to pass the responsibility to YOU for your retirement. Learn how, now!
Retirement Elevated Part II - The Game Changer for your Retirement
May 06, 2020 00:00 - 25 minutes - 23.7 MB3/14/20 - A 6-hour course held at Concordia University. The second 3 hours are highlighted: Tax Planning Strategies, Health Care Planning and Estate Planning Strategies.
Retirement Elevated Part I - The Course You Don't Want to Miss
May 06, 2020 00:00 - 26 minutes - 24.2 MB3/7/2020 - A 6-Hour Course dedicated to your Retirement. The first 3 hours are highlighted on Life Planning, Income Planning and Investment Planning.
The Pandemic Protection Plan
May 05, 2020 18:36 - 25 minutes - 22.9 MB3/21/20 - The 3 Things you need to pay attention to during these unprecedented times.
Building a Financial House to Weather Any Financial Storm
May 05, 2020 18:30 - 26 minutes - 24.4 MB2/1/2020 - Take a look at the process of building your Financial House, from the foundation of income to the roof with risk. Everyone's model home is different and unique, but built to weather the storms, such as a market downturn a family crisis.
The 3 Things to Do Right Now During a Market Downturn
May 05, 2020 00:00 - 27 minutes - 24.9 MB4/25/20 - When everything is going well in the markets, and investments continue to grow, there are no worries. But what about when the stock market has a correction, or takes a dive during a Pandemic, like we're seeing now? What Now?
Secrets and Advice for a Long & Healthy Retirement
May 05, 2020 00:00 - 27 minutes - 25.3 MB5/2/20 - We all strive for an ideal retirement. It's different for everyone. But you won't enjoy your retirement if you're constantly worried about money. When we see times of volatility, we all try to "keep calm and carry on" - how do you make that a reality for you?