Financial Wise
By Suzette Porter
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Category: Investing
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Episodes: 54
Description
Financial Wise 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, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.
Investment Advisory Services are offered through CapStar Financial, LLC, a Registered Investment Adviser. Insurance products and services are offered and sold through Suzette Porter, an individually licensed and appointed agent.
Investment Advisory Services are offered through CapStar Financial, LLC, a Registered Investment Adviser. Insurance products and services are offered and sold through Suzette Porter, an individually licensed and appointed agent.
| Episode | Date |
|---|---|
|
Financial Wise - Episode 3: Roth Conversions
|
Aug 13, 2026 |
|
Financial Wise - Episode 2: Taxes in Retirement
|
Aug 06, 2026 |
|
Financial Wise - Episode 1: Let's Talk About Risk
|
Jul 30, 2026 |
|
Financial Wise - Relaunch!
|
Jul 24, 2026 |
|
Episode 109: 2026 Outlook
|
Jan 12, 2026 |
|
Episode 108: Retirement Reality Check
|
Dec 11, 2025 |
|
Episode 107: Estate Planning
|
Nov 04, 2025 |
|
Episode 106: Retirement Elevated One-Nighter
|
Oct 31, 2025 |
|
Episode 104: The Big Beautiful Bill
|
Aug 14, 2025 |
|
Episode 102: Cyber Security Importance
|
Aug 14, 2025 |
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Episode 100: Longevity and Risk in Retirement
|
Jun 24, 2025 |
|
Episode 98: Cyber Security Importance
|
May 29, 2025 |
|
Episode 97: 3 Pillars of Confidence
|
May 29, 2025 |
|
Episode 95: Tax-Free Income
|
May 29, 2025 |
|
Episode 93: Crafting Your Legacy
|
Apr 01, 2025 |
|
Episode 92: 5 Things to Prepare for in Retirement
|
Apr 01, 2025 |
|
Episode 90: March 2025 Retirement Elevated Classes
|
Apr 01, 2025 |
|
Episode 88: Tax Management of Your IRA
|
Apr 01, 2025 |
|
Episode 86: Hire a Planner for Life
|
Mar 25, 2025 |
|
Episode 84: Charitable Giving
|
Dec 05, 2024 |
|
Episode 82: Falling Interest Rates Could Put Your Retirement at Risk
|
Dec 05, 2024 |
|
Episode 80: Retirement Elevated Course
|
Dec 05, 2024 |
|
Episode 78: 2024 Election and Your Taxes in Retirement
|
Sep 06, 2024 |
|
Episode 76: State of the Union on Social Security
|
Sep 05, 2024 |
|
Episode 74: State of the Annuity World
|
Sep 05, 2024 |
|
Episode 72: Politics and Investing Don't Mix
|
Jul 19, 2024 |
|
Episode 70: Ways to Become Poor in Retirement
|
May 30, 2024 |
|
Episode 68: Elections & Retirement
|
May 30, 2024 |
|
Episode 66: Back for Another Round of Classes - Retirement Elevated 2024
|
May 30, 2024 |
|
Episode 64: Capstar's Tax Tip Tuesdays 2024
|
May 30, 2024 |
|
Episode 62: Capstar's Retirement Elevated at Concordia University
|
May 30, 2024 |
|
Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
|
Nov 07, 2023 |
|
Episode 58: Give the Gift of Legacy
|
Sep 05, 2023 |
|
Episode 56: Building Your Financial House - Part II
|
Sep 05, 2023 |
|
Episode 54: Building Your Financial House - Part I
|
Sep 05, 2023 |
|
Episode 52: Finding Your Balance with Bonds
|
Jul 25, 2023 |
|
Episode 51: Can You Retire in a Recession?
|
Jul 25, 2023 |
|
Episode 49: Boosting Your Retirement
|
May 23, 2023 |
|
Episode 47: The Purposeful Retirement
|
May 23, 2023 |
|
Episode 45: Make a Plan for Retirement
|
May 10, 2023 |
|
Episode 43: Rising Interest Rates
|
May 10, 2023 |
|
Episode 41: What's your tax planning advice for 2023?
|
May 10, 2023 |
|
Episode 39: Can You Retire in a Recession?
|
Feb 02, 2023 |
|
Episode 38: End of Year Tax Moves
|
Feb 02, 2023 |
|
Episode 36: Should I Sell My House in Retirement
|
Nov 22, 2022 |
|
Episode 34: Retirement Elevated Course - all things for the retirement phase of life.
|
Oct 05, 2022 |
|
Episode 32: The Living Documents of Estate Planning
|
Oct 05, 2022 |
|
Episode 32: Estate Planning - Give a Gift to your Loved Ones
|
Oct 05, 2022 |
|
Episode 30: Why comprehensive financial planning is more important than ever
|
Jul 29, 2022 |
|
Episode 29: You might need a second opinion in downturns like these
|
Jul 29, 2022 |
|
Episode 27: Is a Recession Going to Rob Your Retirement?
|
Jul 07, 2022 |
|
Episode 27: Estate Planning Should Be Front and Center
|
Jul 07, 2022 |
|
Episode 25: Protect and Preserve
|
May 16, 2022 |
|
Episode 25: How to Mitigate Risk During Volatile Times
|
May 16, 2022 |