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Suzette Porter, owner of CapStar Financial, has 25+ years of helping Central Texans plan for their retirement. Porter's firm handles all things retirement, including tax planning strategies, investmen... more
FAQs about Financial Wi$e Podcast:How many episodes does Financial Wi$e Podcast have?The podcast currently has 140 episodes available.
April 13, 20214/11: Three Things To Consider Before Choosing Your Retirement DateFinancial Wise, for April 11, 2021. Are you ready to pull the cord and retire? On today's episode of Financial Wise Radio, Suzette covers three key points you need to consider before you pick a retirement date - things you need to make sure you have covered before you hand in that "I'm retiring" letter....more27minPlay
March 14, 20213/13: Three Money Mistakes In Retirement You Don't Want To MakeFinancial Wise, for March 13, 2021. Today, Suzette goes over three mistakes you don't want to make with your money in retirement. It may be easier said than done, but Suzette will show you ways to make sure your plan has them taken care of....more27minPlay
February 06, 20212/6: Why Hiring A Financial Planner Is Very Important For 2021Financial Wise, for February 6. Today, Suzette shares some very important reasons you want to make sure you have a financial planner on your team as we move into 2021....more27minPlay
January 16, 20211/16: What Can You Do Right Now To Help Protect Your Financial Future In RetirementFinancial Wise, for January 16, 2021. The second of two shows on making sure your retirement plan is in shape for 2021 and set up to win, in the face of rising taxes down the road....more27minPlay
January 09, 20211/9: Protect Yourself From The Tax Storm That's ComingFinancial Wise, for January 9, 2021. Today, Suzette offers the first of two shows focused on tax planning to start off 2021 - make sure that your retirement plan takes into account the possibility of higher taxes that are coming in future years....more26minPlay
December 05, 202012/5: What Are My Estate Planning Options?Financial Wise, for December 5, 2020. Suzette looks at the different options you should take into account when doing estate planning for your future....more27minPlay
November 21, 202011/21: Vital Questions You Need To Ask When Preparing Your Retirement PlanFinancial Wise, for November 21, 2020. Today, Suzette takes a look at a number of very important questions that you need to ask your retirement advisor, to make sure your plan is as solid as it can be....more27minPlay
October 31, 202010/31: Don't Let Healthcare Expenses Derail Your RetirementFinancial Wise, for October 31, 2020. Healthcare expenses can be one of the biggest expenses that can wreak havoc on your financial picture as you age - today, Suzette talks about different planning steps to ease the burden on your retirement....more27minPlay
October 24, 202010/24: Build A Financial House and Prepare For Your RetirementFinancial Wise Radio, for October 24....more25minPlay
September 19, 20209/19: Do You Have The Right Advisor For Your Retirement Plan?Financial Wise Radio, for September 19. Having the right advisor for your retirement plan is important... learn the three different ways you need to be "smart" when it comes to your retirement planning....more27minPlay
FAQs about Financial Wi$e Podcast:How many episodes does Financial Wi$e Podcast have?The podcast currently has 140 episodes available.