Financial Wise Radio

Join Suzette Porter and Julia Hummel on the Financial Wise Podcast as they reveal what makes a successful first meeting with a financial advisor and why it’s the cornerstone of your retirement plan. Discover how to choose the right team, what questions to ask, and what documents to bring to build a clear roadmap for your financial future. With over 100 years of combined experience, Suzette and Jul...

Join Suzette Porter and Julia Hummel each week on the Financial Wise Podcast as they break down the fundamentals of estate planning for families across Central Texas. Dive into important topics such as wills, trusts, and how to ensure your assets are protected and passed on according to your wishes. Through personal stories and easy-to-follow guidance, Suzette and Julia show you how the right plan...

Join hosts Suzette Porter and Julia Hummel on Beyond the Numbers, where practical wisdom meets personal touch in retirement planning. Each episode, they tackle the real questions and concerns facing retirees, offering down-to-earth strategies for building income, navigating taxes, and protecting your legacy. With thoughtful guidance and clear explanations, Suzette and Julia help you prepare for wh...

The Financial Wise Podcast, hosted by Suzette Porter and Julia Hummel, addresses retirement planning challenges in Central Texas, such as inflation, volatile markets, taxes, and healthcare costs. The concept of a “financial fortress” is highlighted, featuring diversified investment strategies and tax-efficient planning to create stable retirement income. The show emphasizes the importance of proac...

This episode addresses how retirement planning is fundamentally different for women due to longevity, higher healthcare costs, and the risk of facing retirement alone. Many women will eventually bear sole responsibility for household finances. The hosts highlight real-life stories and practical strategies focused on survivorship, Social Security, taxes, pensions, Roth conversions, healthcare, and...

Suzette Porter and Julia Hummel of Capstar Financial offer expert guidance on Roth conversions, helping clients move funds from traditional IRAs to Roth IRAs for future tax-free withdrawals. Their thoughtful approach ensures retirees can lower future taxes, reduce required distributions, and protect their financial legacy, all while avoiding costly mistakes. https://financialwisepodcast.com/

Join financial advisors Suzette Porter and Julia Hummel as they bring clarity and confidence to your retirement journey. Broadcasting from Central Texas, Financial Wise goes beyond the numbers to unpack practical strategies for protecting and growing your hard-earned savings. Each episode provides thoughtful insights into retirement planning, tax-efficient strategies, smart investing, estate plann...

Join Suzette Porter and Julia Hummel each week as they bring clarity and confidence to your retirement planning. Broadcasting from Central Texas, Financial Wise Podcast goes beyond the numbers to offer helpful strategies on investing, risk management, tax efficiency, healthcare planning, and leaving a lasting legacy. Whether you’re approaching retirement or already there, Suzette and Julia combine...

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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? 

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

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

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

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

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.

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

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.

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

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

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

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

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.

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

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.

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