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Financial Wise episodes
- Episode 32: The Living Documents of Estate Planning9/10/22 - Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.28 min
- Episode 32: Estate Planning - Give a Gift to your Loved Ones9/3/2022 - Suzette Porter and guest, Attorney Farren Sheehan of Sheehan Law, address the pitfalls of having no legacy planning in place. Story after story of tragic outcomes and how you can avoid those experiences with the proper planning.28 min
- Episode 30: Why comprehensive financial planning is more important than ever7/16/2022 - Retirement is not for the faint of heart. There are many pieces to being successful with the wealth you've spent a lifetime building. Listen in on what comprehensive financial planning looks like.27 min
- Episode 29: You might need a second opinion in downturns like these7/2/2022 - When the markets get choppy and volatile, do you have an advisor that you trust? Does that advisor call, make adjustments or bury his head in the sand? In these challenging market times, you may need a second opinion on your portfolio.27 min
- Episode 27: Is a Recession Going to Rob Your Retirement?6/18/2022 Tune in to listen to a current mid-year market update and the implications a possible recession may have on your retirement plan.27 min
- Episode 27: Estate Planning Should Be Front and Center6/11/22 - Please tune in for Suzette Porter's personal story of he mom passing away this year. Learn the planning steps for good estate planning strategies.27 min
- Episode 25: Protect and PreserveRetirement is all about protecting and preserving wealth which you've spent a lifetime accumulating, so that your money lasts as long as you do.27 min
- Episode 25: How to Mitigate Risk During Volatile TimesThe markets are choppy in 2022, and now the record highs are declining. Does your portfolio contain enough diversification in retirement to last through volatile times in the market? Episode aired 4-23-202227 min
- Episode 24: 3 Tax Moves to Change Your Retirement
There are definitely Tax Strategies when you retire. For the first time outside of your working life, you can organize your portfolio by tax status and efficiency. Episode aired 4-9-2022
27 min - Episode 23: Managing Risk with an "all-weather" Income PlanIt's not enough to just have a retirement plan, you need to test it for all scenarios, to make sure the plan still works with respect to the markets, inflation, interest rates, a spouse dying early or getting very sick. Tune in to listen to tips on managing different types of risk.27 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.