Episode 97: 3 Pillars of Confidence
May 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter
29 Touko 202527min
Episode 95: Tax-Free Income
April 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times.
29 Touko 202528min
Episode 92: 5 Things to Prepare for in Retirement
March 15, 2025 - In the last 5 years before retirement, these are the 5 things needed to prepare for. Check in on the latest with Suzette Porter
1 Huhti 202528min
Episode 90: March 2025 Retirement Elevated Classes
Feb. 22, 2025 - Suzette Porter brings awareness to her Retirement Course, held at Concordia University. The 6-hour course covers the main topics to prepare for in retirement.
1 Huhti 202529min
Episode 88: Tax Management of Your IRA
February 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement.
1 Huhti 202529min
Episode 86: Hire a Planner for Life
2/7/2025 - Suzette discusses why hiring a financial planner is so critical in these ever-changing times.As well, moving into the retirement phase of life requires a planner who can help navigate a sea...
25 Maalis 202527min
Episode 84: Charitable Giving
Nov. 23, 2024 - Charitable Giving is discussed for retirees with a philanthropic at heart. How taxes and so forth can impact in ongoing endeavors.
5 Joulu 202427min
Episode 82: Falling Interest Rates Could Put Your Retirement at Risk
Oct. 1, 2024 - Suzette walks us through the Fed's rate cut and how falling interest rates could impact your retirement.
5 Joulu 202428min
