12/3/2022 - 2022 is coming to a close, volatile markets due to interest rate hikes and world news that has negatively impacted growth. The 60/40 split of the bond world which has been the safe haven and balancing principle for the market is also broken. What does 2023 hold, and are we headed for a recession?

11/19/22 - It's important to understand the moves you can still make at the end of the year that may impact your taxes when you file. Ever heard of Tax Harvesting?

11/19/022 - Downsizing/selling homes in retirement is a big decision. Join Suzette Porter and guest Realtor Judith Arnold for an in-depth discussion on how to evaluate if selling your home is right for you in retirement. Judith discusses the process and various options to look at.

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 impactful topics to this season of life: life planning, income planning, investments, tax strategies, healthcare and estate planning strategies.

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 pitfalls and making the transition of assets seamless to your heirs, which is the goal.

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 those experiences with the proper planning.

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 looks like.

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, you may need a second opinion on your portfolio.

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.

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.