Financial Wise

8-14-21 Retiring with confidence is no easy task. You'll be leaving your paychecks behind and beginning your distribution phase in life. How do you organize? Which buckets do you draw on first, and when? What are the tax implications of your plan? Join us for a discussion that could lead to you living your best life.

7-17-21  The old formula is broken. It used to be that bonds were the "safety net" to the market to balance your portfolio. Alternative investing is now the key. Join us for this insightful discussion.

6/26/21 Introducing Suzette Blackburn's daughter, Rachel Neblett, and their family story of why they got into financial planning for retirees.

5-29-21 There are a lot of things to consider when choosing a financial planner. But if you're moving into retirement, that advisor needs to have knowledge of a comprehensive list of topics that could impact your plan, including tax strategy, social security, estate planning, portfolio organization.

4/11/21 During these days of companies restructuring, downsizing and laying off and offering early retirement, how do you know if you have what it takes to retire?

3-27-21  Retirement can have many wrinkles that impact your life, including inflation. Discussion on what inflation is, and how it can possibly impact or derail any good plan if it's not factored in.

2-6-21 This show highlights the need for a financial planner in these unprecedented times, which includes tax changes, healthcare costs and the war on savers.

3-13-21  Transitioning from your working life to your retirement life takes planning. Without strategy, there could be some mistakes that you may not be able to undo.