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Financial Wise episodes
- Episode 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.30 min
- Episode 88: Tax Management of Your IRAFebruary 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement.30 min
- Episode 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 is
much, much different than your working years.28 min - Episode 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.28 min
- Episode 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.29 min
- Episode 80: Retirement Elevated CourseSept. 9, 2024 - Join Suzette as she describes her Retirement Couse, Retirement Elevated, held this fall at Concordia University.28 min
- Episode 78: 2024 Election and Your Taxes in RetirementSept. 6, 2024 - We only have an election cycle once every 4 years for the president of the United States. As always, there are uncertainties about our economy, markets and our indivdual choices as we look to vote. Along the lines of tax policy, join Suzette Porter for a look at how each candidate might play out with regard to your taxes.28 min
- Episode 76: State of the Union on Social SecurityAug. 17, 2024 - Suzette Porter uncovers the layers of "ifs and whens" surrounding social security. Tune in to stay aware.29 min
- Episode 74: State of the Annuity WorldListen as Suzette Porter describes this unique window of time to capitalize on annuity products
while interest rates are low29 min - Episode 72: Politics and Investing Don't MixJune 1, 2024 - Listen while Suzette and Rachel discuss historical results of RED and BLUE and the markets.28 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.