Financial Wise Radio

Financial Wise Radio

Financial Wise Radio is an educational resource in retirement and financial planning. Hosted by Suzette Porter, owner of CapStar Financial, who has over 25+ years of estate planning experience and financial planning background. Each week on Financial Wise Radio, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.

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Autor

Financial Wise Radio

Kategoria

Business

Strona podcastu

www.podomatic.com

Ostatni odcinek

12 sty 2026

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Odcinki

Episode 109: 2026 Outlook 12.01.2026

Join Suzette and Julia as they break down their 2026 Market Outlook and explore the big question on everyone’s mind: What is the stock market going to do this year? 

Episode 108: Retirement Reality Check 11.12.2025

 Join Suzette Porter, owner of CapStar Financial, for a clear and insightful retirement reality check. 

Episode 107: Estate Planning 04.11.2025

Join Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.

Episode 106: Retirement Elevated One-Nighter 31.10.2025

Join Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class. 

Episode 104: The Big Beautiful Bill 14.08.2025

July 18, 2025 - Go in depth on the tax consequences of the Big Beautiful Bill with Suzette Porter and Julia Hummel.

Episode 102: Cyber Security Importance 14.08.2025

August 2, 2025 - Join Suzette Porter and Julia Hummel for an in-depth look at how to protect yourselves with Cyber Security tips in this new world of AI.

Episode 100: Longevity and Risk in Retirement 24.06.2025

June 21, 2025 - Join Suzette as she discusses how living a long life and time horizon factor into your retirement plan.

Episode 98: Cyber Security Importance 29.05.2025

May 17, 2025 - Fraud, scams and impersonation with AI are at an all-time high in the digital space. Join Suzette Porter on the importance of securing your financial and personal information in today's world.

Episode 97: 3 Pillars of Confidence 29.05.2025

May 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter

Episode 95: Tax-Free Income 29.05.2025

April 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times.

Episode 93: Crafting Your Legacy 01.04.2025

March 29, 2025 - Suzette Porter prepares you with crafting your legacy to avoid the pitfalls of bad estate planning.

Episode 92: 5 Things to Prepare for in Retirement 01.04.2025

March 15, 2025 - In the last 5 years before retirement, these are the 5 things needed to prepare for. Check in on the latest with Suzette Porter

Episode 90: March 2025 Retirement Elevated Classes 01.04.2025

Feb. 22, 2025 - Suzette Porter brings awareness to her Retirement Course, held at Concordia University. The 6-hour course covers the main topics to prepare for in retirement.

Episode 88: Tax Management of Your IRA 01.04.2025

February 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement.

Episode 86: Hire a Planner for Life 25.03.2025

2/7/2025 - Suzette discusses why hiring a financial planner is so critical in these ever-changing times. As well, moving into the retirement phase of life requires a planner who can help navigate a season that is much, much different than your working years.

Episode 84: Charitable Giving 05.12.2024

Nov. 23, 2024 - Charitable Giving is discussed for retirees with a philanthropic at heart. How taxes and so forth can impact in ongoing endeavors.

Episode 82: Falling Interest Rates Could Put Your Retirement at Risk 05.12.2024

Oct. 1, 2024 - Suzette walks us through the Fed's rate cut and how falling interest rates could impact your retirement.

Episode 80: Retirement Elevated Course 05.12.2024

Sept. 9, 2024 - Join Suzette as she describes her Retirement Couse, Retirement Elevated, held this fall at Concordia University. 

Episode 78: 2024 Election and Your Taxes in Retirement 06.09.2024

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 look to vote. Along the lines of tax policy, join Suzette Porter for a look at how each candidate might play out with regard to your taxes.

Episode 76: State of the Union on Social Security 05.09.2024

Aug. 17, 2024 - Suzette Porter uncovers the layers of "ifs and whens" surrounding social security. Tune in to stay aware.

Episode 74: State of the Annuity World 05.09.2024

Listen as Suzette Porter describes this unique window of time to capitalize on annuity products while interest rates are low

Episode 72: Politics and Investing Don't Mix 19.07.2024

June 1, 2024 - Listen while Suzette and Rachel discuss historical results of RED and BLUE and the markets.

Episode 70: Ways to Become Poor in Retirement 30.05.2024

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.

Episode 68: Elections & Retirement 30.05.2024

March 30, 2024 - Join Suzette Porter and Rachel Neblett as they discuss the historical impact of political elections on the markets and your portfolios.

Episode 66: Back for Another Round of Classes - Retirement Elevated 2024 30.05.2024

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.

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