エピソード

  • 8/3: State Of Annuities
    2024/08/04

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

    続きを読む 一部表示
    28 分
  • 6/1: Politics & Investing Don't Mix
    2024/06/01

    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.

    続きを読む 一部表示
    28 分
  • 4/20: Ways To Become Poor In Retirement
    2024/04/21

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

    続きを読む 一部表示
    27 分
  • 3/30: Elections and Retirement
    2024/03/31

    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.

    続きを読む 一部表示
    28 分
  • 2/3: Guiding You To... And Through Retirement
    2024/02/05

    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.

    続きを読む 一部表示
    27 分
  • 11/18: Lowering Risk and Getting A Good Return
    2023/11/18

    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.

    続きを読む 一部表示
    26 分
  • 9/16: Join Us On The Road To Retirement
    2023/09/16

    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.

    続きを読む 一部表示
    27 分
  • 8/26: Avoid Family Feuds With An Estate Plan
    2023/08/26

    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.

    続きを読む 一部表示
    27 分