Financial Wise Radio
81 episodes - English - Latest episode: about 2 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
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.
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.
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?
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?
Part II - Retirement Elevated Course
November 26, 2019 17:40 - 26 minutes - 48 MB9/28/2019-Suzette Blackburn explains the second portion of the Retirement Elevated Course. Covering Tax Planning Strategies in Retirement, Healthcare and Estate Planning Strategies in Retirement. Listen to see if this course is right for you!
Part I - Retirement Elevated Course
November 26, 2019 17:37 - 26 minutes - 23.9 MB9/21/2019-Suzette Blackburn gives a preview of her Retirement Elevated Course. Life Planning, Income Planning and Investment Planning are all covered in what's covered on night one of the course.
Guided Income Solutions
November 26, 2019 17:36 - 26 minutes - 24.2 MB8/24/2019-Listen to retirement income solutions that fare better in weathering life's storms.
3 Retirement Risks
November 26, 2019 17:34 - 26 minutes - 24.5 MB6/1/2019-Listen in this week for the 3 most common risks to your retirement.
What are your Estate Planning Options?
November 26, 2019 17:00 - 26 minutes - 24.6 MB11/2/2019-In retirement, protecting what you've saved a lifetime for is a must. Listen for what your estate planning options are.
Tax Planning Strategies BEFORE the End of the Year
November 26, 2019 16:55 - 27 minutes - 25 MB10/23/2019-Once the year is over, Tax Planning is done for the current year. Listen for how Tax Planning Strategies should be put in place ahead of the new year, not looking back.
4 Healthcare Challenges You May Face In Retirement
November 26, 2019 16:36 - 28 minutes - 25.9 MB8/31/2019-Listen on today's show for challenges in retirement surrounding the topic of healthcare.
Retired and Loving It?
November 25, 2019 21:51 - 26 minutes - 12.2 MB8/10/2019- Some of the statistics regarding the happiest couples in retirement.
Simple Retirement Planning Solutions for Today
July 26, 2019 20:30 - 26 minutes - 24.7 MB6/20/2019-Retirement planning doesn't have to be complicated as long as you are planning and working ahead. You may not have the Retirement of your dreams without looking ahead into the future and working ahead on necessary solutions, like long-term care. For that, you need to be working with a financial advisor.
Simple Retirement Planning Solutions Today on Financial Wise
July 26, 2019 20:30 - 26 minutes - 24.7 MBRetirement planning doesn't have to be complicated as long as you are planning and working ahead. You may not have the Retirement of your dreams without looking ahead into the future and working ahead on necessary solutions, like long-term care. For that, you need to be working with a financial advisor. 6/20/2019
Income Strategies for Retirement
July 26, 2019 20:22 - 26 minutes - 12.1 MB6/14/2019 - Take a look at planning and income strategies that are a must for retirement and a very different philosophy than your working years
Building Your Retirement House Before You Retire
July 26, 2019 20:11 - 27 minutes - 25.6 MB2/16/2019 Construct your financial house BEFORE you actually retire. What a concept! Have a plan and a roadmap into retirement.
Is A Retirement Course Right For You?
July 26, 2019 20:07 - 26 minutes - 24.7 MB2/9/19-Listen and learn about our course agenda for Retirement Elevated held at Concordia University this spring.
Prepare an Income Plan for your Next Stage of Life
May 29, 2019 20:12 - 28 minutes - 26.5 MB5/18/2019-Preparing a plan for your retirement is as unique as you are. Find out how to prepare for the next 25-30 years.
When a Spouse Dies - A Survivor's Checklist
May 29, 2019 19:20 - 26 minutes - 24.2 MB5/13/2019-Things that need to happen when a loved one passes away.
The Tax Cut and Jobs Act
May 29, 2019 18:49 - 26 minutes - 23.9 MB1/19/2019- A big part of retiring is tax planning strategies. The Tax Cut and Jobs Act will affect your tax planning.
When Should You Consider Changing Your Investment Plans?
May 29, 2019 18:20 - 27 minutes - 25.4 MB1/12/2019 - When the markets are crazy, are you able to stay calm and carry on? Really, only with the confidence of written plan.
Investing This Year - What Should You Be Concerned About?
May 29, 2019 17:49 - 26 minutes - 24.3 MB3/6/2019 - In this new year of 2019 - what should investors be concerned about moving forward?
Are You Saving Enough in Retirement?
May 29, 2019 17:28 - 28 minutes - 26 MB4/13/2019 - It's not just that Social Security is uncertain or pensions are a thing of the past. It's also making sure you're creating and saving in the right kind of buckets.
According to Statistics, Retirement Isn't Happening
May 29, 2019 16:57 - 26 minutes - 24.7 MB4/6/2019 - If you've ever wondered what delays people in retirement, this is the show for you. Planning, preparation - retirement doesn't just happen.
How To Build Your Financial House
May 12, 2016 00:00 - 28 minutes - 64.6 MBGuidelines to give your portfolio longevity and navigate the minefield of retirement. 04-30-2016
How The Department Of Labor Is Affecting YOU
May 12, 2016 00:00 - 24 minutes - 33.6 MBIs your current advisor working in your favor, or have they put their personal gain first? 03-26-16
Retiring with Confidence
November 02, 2015 16:58 - 27 minutes - 25 MB10/31/2015 Knowing the answer to these 3 things can help you retire with confidence.
Is a Reverse Mortgage Right for You?
October 28, 2015 02:31 - 28 minutes - 25.9 MB10/24/2015- Join Suzette Blackburn and special guest, national expert/author Dan Hultquist, to discover 3 ways a Reverse Mortgage can work for you in retirement.
Elder Financial Abuse
October 26, 2015 00:00 - 28 minutes - 26.1 MBThe 3 things you need to know to avoid possible Elder Financial Abuse. 10-10-2015
Listen to Advisors with a Heart AND a Backbone
October 26, 2015 00:00 - 29 minutes - 66.9 MBSuzette Blackburn introduces new CapStar Financial Associate Advisor Elizabeth James. 10-03-2015