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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.
January 28, 2022Episode 12: Tax Moves Before the End of the Year10-30-21 Join us as we discuss some smart tax moves before you reach the end of the year....more27minPlay
January 28, 2022Episode 11: Learn to Protect Your Assets from Additional Taxes10-16-21 The possible passing of certain tax bills may impact your retirement. Join us for actions you can take in good times and bad, to protect your portfolio....more27minPlay
January 28, 2022Episode 10: A Perfect Retirement Must Include Tax Planning9-4-21 As you tuck money away in your 401k's at work, you are accumulating. Good for you. But there are tax implications as you move into retirement and move into the distribution phase of your life. Join us for this "must listen" discussion....more27minPlay
January 28, 2022Episode 9: Will You Run Out of Money in Retirement?8-21-21 This show discusses all the details, such as budgeting, diversity, organization with the goal of uncovering items you may need to take care of before pulling the trigger into retirement....more27minPlay
January 28, 2022Episode 8: Do You Want to Retire Early?8-14-21 Retiring with confidence is no easy task. You'll be leaving your paychecks behind and beginning your distribution phase in life. How do you organize? Which buckets do you draw on first, and when? What are the tax implications of your plan? Join us for a discussion that could lead to you living your best life....more28minPlay
January 28, 2022Episode 7: Why Your Bond Funds Aren't Experiencing Any Returns7-17-21 The old formula is broken. It used to be that bonds were the "safety net" to the market to balance your portfolio. Alternative investing is now the key. Join us for this insightful discussion....more27minPlay
January 27, 2022Episode 6: Weathering the Financial Storm6/26/21 Introducing Suzette Blackburn's daughter, Rachel Neblett, and their family story of why they got into financial planning for retirees....more26minPlay
January 27, 2022Episode 5: Questions to Ask When You're Hiring a Retirement Specialist5-29-21 There are a lot of things to consider when choosing a financial planner. But if you're moving into retirement, that advisor needs to have knowledge of a comprehensive list of topics that could impact your plan, including tax strategy, social security, estate planning, portfolio organization....more27minPlay
January 27, 2022Episode 4: 3 Things to Consider Before Choosing Your Retirement Date4/11/21 During these days of companies restructuring, downsizing and laying off and offering early retirement, how do you know if you have what it takes to retire?...more27minPlay
January 27, 2022Episode 3: Is the Inflation Genie Out of the Bottle?3-27-21 Retirement can have many wrinkles that impact your life, including inflation. Discussion on what inflation is, and how it can possibly impact or derail any good plan if it's not factored in....more27minPlay
FAQs about Financial Wise:How many episodes does Financial Wise have?The podcast currently has 101 episodes available.