Financial Wise Radio: Recent Episodes
Financial Wise Radio
Financial Wise Radio is an educational resource in retirement and financial planning. Hosted by Suzette Porter, owner of CapStar Financial, who has over 20 years of estate planning experience and an extensive financial planning background. Each week on Financial Wise Radio, Suzette brings her experience and expertise to her listeners on topics of retirement planning, investment strategies, and wealth building.
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?
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
There 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
4-2-22 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.
There are many changes coming down the pike for 2022, including Social Security. 2-26-22
As we head into 2022, the Market situation is expected to be volatile. Listen to learn why.
1-22-22 A discussion on what can derail your plans for retirement if not planned for; specifically the costs and process of long-term care needs.
1-8-2022 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.
12-4-21 Put your thinking caps on today as we discuss how to win in all types of economies for your retirement.
10-30-21 Join us as we discuss some smart tax moves before you reach the end of the year.
10-16-21 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.
9-4-21 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.
8-21-21 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.
8-14-21 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.
7-17-21 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.
6/26/21 Introducing Suzette Blackburn's daughter, Rachel Neblett, and their family story of why they got into financial planning for retirees.
5-29-21 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.
4/11/21 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?
3-27-21 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.
2-6-21 This show highlights the need for a financial planner in these unprecedented times, which includes tax changes, healthcare costs and the war on savers.
3-13-21 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.
3/14/20 - A 6-hour course held at Concordia University. The second 3 hours are highlighted: Tax Planning Strategies, Health Care Planning and Estate Planning Strategies.
3/7/2020 - A 6-Hour Course dedicated to your Retirement. The first 3 hours are highlighted on Life Planning, Income Planning and Investment Planning.
2/22/2020 - 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.
1/11/2020 - 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!
5/2/20 - 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?
4/25/20 - 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?
2/1/2020 - 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.
9/28/2019-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!
9/21/2019-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.
8/24/2019-Listen to retirement income solutions that fare better in weathering life's storms.
11/2/2019-In retirement, protecting what you've saved a lifetime for is a must. Listen for what your estate planning options are.
10/23/2019-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.
8/31/2019-Listen on today's show for challenges in retirement surrounding the topic of healthcare.
6/20/2019-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.
6/14/2019 - Take a look at planning and income strategies that are a must for retirement and a very different philosophy than your working years
2/16/2019 Construct your financial house BEFORE you actually retire. What a concept! Have a plan and a roadmap into retirement.
2/9/19-Listen and learn about our course agenda for Retirement Elevated held at Concordia University this spring.
5/18/2019-Preparing a plan for your retirement is as unique as you are. Find out how to prepare for the next 25-30 years.
1/19/2019- A big part of retiring is tax planning strategies. The Tax Cut and Jobs Act will affect your tax planning.
1/12/2019 - When the markets are crazy, are you able to stay calm and carry on? Really, only with the confidence of written plan.
3/6/2019 - In this new year of 2019 - what should investors be concerned about moving forward?
4/13/2019 - 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.
4/6/2019 - If you've ever wondered what delays people in retirement, this is the show for you. Planning, preparation - retirement doesn't just happen.
10/24/2015- Join Suzette Blackburn and special guest, national expert/author Dan Hultquist, to discover 3 ways a Reverse Mortgage can work for you in retirement.