Episode 64: Capstar's Tax Tip Tuesdays 2024
February 10, 2024 - Capstar holds Tax Tip Tuesdays at their in-house conference room over lunch. Share a glass of iced tea and gather up tax nuggets to help in your retirement planning.
30 Touko 202427min
Episode 62: Capstar's Retirement Elevated at Concordia University
February 4, 2024 - Suzette Porter and Rachel Neblett promote hosting their Retirement Elevated class on "all things retirement" for mid-February. All are welcome.
30 Touko 202426min
Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
September 16, 2023 - Suzette discusses all the topics that will impact you in retirement and the course she instructs to help you on the Road to Retirement.
7 Marras 202326min
Episode 58: Give the Gift of Legacy
August 26, 2023 - Join Suzette Porter and partnering attorney, Farren Sheehan, of Sheehan Law, PLLC, as they discuss Giving the Gift of Legacy to your loved ones. Through each of their own personal tr...
5 Syys 202327min
Episode 56: Building Your Financial House - Part II
August 9, 2023 - Now that you've built your retirement portfolio/house, you need to build in the protection. Learn how to arm yourself with good information so that you can protect you and your family...
5 Syys 202326min
Episode 54: Building Your Financial House - Part I
July 29, 2023 - Building your financial portfolio for retirement draws a lot of parallels to building a house. Learn how to construct your Financial House with Suzette Porter and Rachel Neblett in thi...
5 Syys 202326min
Episode 52: Finding Your Balance with Bonds
June 24, 2023 - To retire well in all economies, have you considered the balancing act with bonds in your portfolio?
25 Heinä 202326min
Episode 51: Can You Retire in a Recession?
June 17, 2023 - With the markets, interest rates, and so forth, is it a good time to retire and how do you assess?
25 Heinä 202326min
