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Financial Wise episodes
- Episode 107: Estate PlanningJoin Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.28 min
- Episode 106: Retirement Elevated One-NighterJoin Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class.29 min
- Episode 104: The Big Beautiful BillJuly 18, 2025 - Go in depth on the tax consequences of the Big Beautiful Bill with Suzette Porter and Julia Hummel.29 min
- Episode 102: Cyber Security ImportanceAugust 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.11 min
- Episode 100: Longevity and Risk in RetirementJune 21, 2025 - Join Suzette as she discusses how living a long life and time horizon factor into your retirement plan.29 min
- Episode 98: Cyber Security ImportanceMay 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.29 min
- Episode 97: 3 Pillars of ConfidenceMay 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter28 min
- Episode 95: Tax-Free IncomeApril 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times.29 min
- Episode 93: Crafting Your LegacyMarch 29, 2025 - Suzette Porter prepares you with crafting your legacy to avoid the pitfalls of bad estate planning.28 min
- Episode 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 Porter29 min
About Financial Wise
From the publisher's feed
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.