Episode 34: Retirement Elevated Course - all things for the retirement phase of life.
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 impac...
5 Loka 202226min
Episode 32: The Living Documents of Estate Planning
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 pitfa...
5 Loka 202227min
Episode 32: Estate Planning - Give a Gift to your Loved Ones
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 thos...
5 Loka 202227min
Episode 30: Why comprehensive financial planning is more important than ever
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 loo...
29 Heinä 202226min
Episode 29: You might need a second opinion in downturns like these
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, yo...
29 Heinä 202226min
Episode 27: Is a Recession Going to Rob Your Retirement?
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.
7 Heinä 202226min
Episode 27: Estate Planning Should Be Front and Center
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.
7 Heinä 202226min
Episode 25: Protect and Preserve
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.
16 Touko 202226min
