
Episode 80: Retirement Elevated Course
Sept. 9, 2024 - Join Suzette as she describes her Retirement Couse, Retirement Elevated, held this fall at Concordia University.
5 Dec 202427min

Episode 78: 2024 Election and Your Taxes in Retirement
Sept. 6, 2024 - We only have an election cycle once every 4 years for the president of the United States. As always, there are uncertainties about our economy, markets and our indivdual choices as we ...
6 Sep 202428min

Episode 76: State of the Union on Social Security
Aug. 17, 2024 - Suzette Porter uncovers the layers of "ifs and whens" surrounding social security. Tune in to stay aware.
5 Sep 202428min

Episode 74: State of the Annuity World
Listen as Suzette Porter describes this unique window of time to capitalize on annuity productswhile interest rates are low
5 Sep 202428min

Episode 72: Politics and Investing Don't Mix
June 1, 2024 - Listen while Suzette and Rachel discuss historical results of RED and BLUE and the markets.
19 Juli 202427min

Episode 70: Ways to Become Poor in Retirement
April 20, 2024 - Suzette Porter discusses common mistakes that retirees make that have a negative impact on the long-term health of your portfolio in retirement.
30 Maj 202427min

Episode 68: Elections & Retirement
March 30, 2024 - Join Suzette Porter and Rachel Neblett as they discuss the historical impact of political elections on the markets and your portfolios.
30 Maj 202428min

Episode 66: Back for Another Round of Classes - Retirement Elevated 2024
March 2, 2024 - Suzette Porter and Rachel Neblett discuss their Retirement Elevated class that's back for a second round by popular demand at Concordia University.
30 Maj 202427min





















