Episodes

  • 3/29: Avoid The Pitfalls Of Bad Estate Planning

    3/29: Avoid The Pitfalls Of Bad Estate Planning
    Mar 29 2025
    On today's edition of Financial Wise Radio, Suzette details some of the pitfalls you can run into with bad estate planning - and how to avoid them.
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    28 mins
  • 3/22: Five Things To Prepare For Retirement

    3/22: Five Things To Prepare For Retirement
    Mar 22 2025
    On today's Financial Wise Radio, Suzette details five things you need to prepare for retirement.
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    28 mins
  • 8/17: State of Social Security

    8/17: State of Social Security
    Aug 17 2024
    Financial Wise, for August 17.
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    29 mins
  • 8/3: State Of Annuities

    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

    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

    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

    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

    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