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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.
September 06, 2024Episode 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....more28minPlay
September 05, 2024Episode 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....more29minPlay
September 05, 2024Episode 74: State of the Annuity WorldListen as Suzette Porter describes this unique window of time to capitalize on annuity productswhile interest rates are low...more29minPlay
July 19, 2024Episode 72: Politics and Investing Don't MixJune 1, 2024 - Listen while Suzette and Rachel discuss historical results of RED and BLUE and the markets....more28minPlay
May 30, 2024Episode 70: Ways to Become Poor in RetirementApril 20, 2024 - Suzette Porter discusses common mistakes that retirees make that have a negative impact on the long-term health of your portfolio in retirement....more28minPlay
May 30, 2024Episode 68: Elections & RetirementMarch 30, 2024 - Join Suzette Porter and Rachel Neblett as they discuss the historical impact of political elections on the markets and your portfolios....more29minPlay
May 30, 2024Episode 66: Back for Another Round of Classes - Retirement Elevated 2024March 2, 2024 - Suzette Porter and Rachel Neblett discuss their Retirement Elevated class that's back for a second round by popular demand at Concordia University....more28minPlay
May 30, 2024Episode 64: Capstar's Tax Tip Tuesdays 2024February 10, 2024 - Capstar holds Tax Tip Tuesdays at their in-house conference room over lunch. Share a glass of iced tea and gather up tax nuggets to help in your retirement planning....more28minPlay
May 30, 2024Episode 62: Capstar's Retirement Elevated at Concordia UniversityFebruary 4, 2024 - Suzette Porter and Rachel Neblett promote hosting their Retirement Elevated class on "all things retirement" for mid-February. All are welcome....more27minPlay
November 07, 2023Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia UniversitySeptember 16, 2023 - Suzette discusses all the topics that will impact you in retirement and the course she instructs to help you on the Road to Retirement....more27minPlay
FAQs about Financial Wise:How many episodes does Financial Wise have?The podcast currently has 101 episodes available.