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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... more
FAQs about Financial Wise:How many episodes does Financial Wise have?The podcast currently has 101 episodes available.
May 29, 2025Episode 97: 3 Pillars of ConfidenceMay 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter...more28minPlay
May 29, 2025Episode 95: Tax-Free IncomeApril 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times....more29minPlay
April 01, 2025Episode 93: Crafting Your LegacyMarch 29, 2025 - Suzette Porter prepares you with crafting your legacy to avoid the pitfalls of bad estate planning....more28minPlay
April 01, 2025Episode 92: 5 Things to Prepare for in RetirementMarch 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...more29minPlay
April 01, 2025Episode 90: March 2025 Retirement Elevated ClassesFeb. 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....more30minPlay
April 01, 2025Episode 88: Tax Management of Your IRAFebruary 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement....more30minPlay
March 25, 2025Episode 86: Hire a Planner for Life2/7/2025 - 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 ismuch, much different than your working years....more28minPlay
December 05, 2024Episode 84: Charitable GivingNov. 23, 2024 - Charitable Giving is discussed for retirees with a philanthropic at heart. How taxes and so forth can impact in ongoing endeavors....more28minPlay
December 05, 2024Episode 82: Falling Interest Rates Could Put Your Retirement at RiskOct. 1, 2024 - Suzette walks us through the Fed's rate cut and how falling interest rates could impact your retirement....more29minPlay
December 05, 2024Episode 80: Retirement Elevated CourseSept. 9, 2024 - Join Suzette as she describes her Retirement Couse, Retirement Elevated, held this fall at Concordia University....more28minPlay
FAQs about Financial Wise:How many episodes does Financial Wise have?The podcast currently has 101 episodes available.