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  • 3/29: Avoid The Pitfalls Of Bad Estate Planning

    3/29: Avoid The Pitfalls Of Bad Estate Planning
    2025/03/29
    On today's edition of Financial Wise Radio, Suzette details some of the pitfalls you can run into with bad estate planning - and how to avoid them.
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    28 分
  • 3/22: Five Things To Prepare For Retirement

    3/22: Five Things To Prepare For Retirement
    2025/03/22
    On today's Financial Wise Radio, Suzette details five things you need to prepare for retirement.
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    28 分
  • 8/17: State of Social Security

    8/17: State of Social Security
    2024/08/17
    Financial Wise, for August 17.
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    29 分
  • 8/3: State Of Annuities

    8/3: State Of Annuities
    2024/08/04

    Financial Wise, for August 3. Today, Suzette talks about annuities - using them for income planning, risk mitigation, and recent developments with interest rates.
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    28 分
  • 6/1: Politics & Investing Don't Mix

    6/1: Politics & Investing Don't Mix
    2024/06/01

    Financial Wise, for June 1. Suzette and Rachel talk about taking the importance of taking emotions out of your investing - especially political swings in our hyper-political climate.
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    28 分
  • 4/20: Ways To Become Poor In Retirement

    4/20: Ways To Become Poor In Retirement
    2024/04/21

    Financial Wise, for April 20. Today, Suzette and Rachel discuss the eight different ways you could become poor in retirement - especially with poor planning.
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    27 分
  • 3/30: Elections and Retirement

    3/30: Elections and Retirement
    2024/03/31

    Financial Wise, for March 30. Today, Suzette and Rachel talk about the impacts that elections could have on your retirement planning - and why it's important to look at tax advantages as you're building your retirement plan.
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    28 分
  • 2/3: Guiding You To... And Through Retirement

    2/3: Guiding You To... And Through Retirement
    2024/02/05

    Financial Wise, for February 3. Suzette and Rachel kick off the year with another edition of the Retirement Elevated course - guiding you up to and through retirement.
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    27 分