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Financial Wise episodes
- Tax Planning - The 4 Buckets You Need to Have In Retirment2/22/2020 - 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.25 min
- 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!27 min
- Secrets and Advice for a Long & Healthy Retirement5/2/20 - 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?28 min
- The 3 Things to Do Right Now During a Market Downturn4/25/20 - 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?28 min
- The Pandemic Protection Plan3/21/20 - The 3 Things you need to pay attention to during these unprecedented times.25 min
- Building a Financial House to Weather Any Financial Storm2/1/2020 - Take a look at the process of building your Financial House, from the foundation of income to the roof with risk. Everyone's model home is different and unique, but built to weather the storms, such as a market downturn a family crisis.27 min
- Part II - Retirement Elevated Course9/28/2019-Suzette Blackburn explains the second portion of the Retirement Elevated Course. Covering Tax Planning Strategies in Retirement, Healthcare and Estate Planning Strategies in Retirement. Listen to see if this course is right for you!27 min
- Part I - Retirement Elevated Course9/21/2019-Suzette Blackburn gives a preview of her Retirement Elevated Course. Life Planning, Income Planning and Investment Planning are all covered in what's covered on night one of the course.27 min
- Guided Income Solutions8/24/2019-Listen to retirement income solutions that fare better in weathering life's storms.27 min
- 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.