Financial Wise

By Suzette Porter

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

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FAQs about Financial Wise:

How many episodes does Financial Wise have?

The podcast currently has 102 episodes available.

Financial Wise episodes:

January 27, 2022 Episode 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.
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27min
January 27, 2022 Episode 2: Why Hiring a Financial Planner is Important for 2021
2-6-21 This show highlights the need for a financial planner in these unprecedented times, which includes tax changes, healthcare costs and the war on savers.
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27min
January 27, 2022 Episode 1: Three Money Mistakes You Don't Want to Make in Retirement
3-13-21 Transitioning from your working life to your retirement life takes planning. Without strategy, there could be some mistakes that you may not be able to undo.
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27min
May 06, 2020 Retirement Elevated Part II - The Game Changer for your Retirement
3/14/20 - A 6-hour course held at Concordia University. The second 3 hours are highlighted: Tax Planning Strategies, Health Care Planning and Estate Planning Strategies.
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26min
May 06, 2020 Retirement Elevated Part I - The Course You Don't Want to Miss
3/7/2020 - A 6-Hour Course dedicated to your Retirement. The first 3 hours are highlighted on Life Planning, Income Planning and Investment Planning.
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27min
May 06, 2020 Tax Planning - The 4 Buckets You Need to Have In Retirment
2/22/2020 - You've been told to diversify your investments, but what about the tax status of those investments? Listen in on how important tax diversification is for your retirement.
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25min
May 06, 2020 How Does the New SECURE Act Impact You in 2020?
1/11/2020 - Key takeaways on the SECURE Act Legislation passed in December 2019, and implemented for this year. The government is making it easier to pass the responsibility to YOU for your retirement. Learn how, now!
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27min
May 05, 2020 Secrets and Advice for a Long & Healthy Retirement
5/2/20 - We all strive for an ideal retirement. It's different for everyone. But you won't enjoy your retirement if you're constantly worried about money. When we see times of volatility, we all try to "keep calm and carry on" - how do you make that a reality for you?
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28min
May 05, 2020 The 3 Things to Do Right Now During a Market Downturn
4/25/20 - When everything is going well in the markets, and investments continue to grow, there are no worries. But what about when the stock market has a correction, or takes a dive during a Pandemic, like we're seeing now? What Now?
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28min
May 05, 2020 The Pandemic Protection Plan
3/21/20 - The 3 Things you need to pay attention to during these unprecedented times.
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25min

FAQs about Financial Wise:

How many episodes does Financial Wise have?

The podcast currently has 102 episodes available.