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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 103 episodes available.
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
September 05, 2023Episode 58: Give the Gift of LegacyAugust 26, 2023 - Join Suzette Porter and partnering attorney, Farren Sheehan, of Sheehan Law, PLLC, as they discuss Giving the Gift of Legacy to your loved ones. Through each of their own personal tragic stories, they each have a passion for making sure estate planning information is available to you....more28minPlay
September 05, 2023Episode 56: Building Your Financial House - Part IIAugust 9, 2023 - Now that you've built your retirement portfolio/house, you need to build in the protection. Learn how to arm yourself with good information so that you can protect you and your family in Part II of the Series with Suzette Porter and Rachel Neblett....more27minPlay
September 05, 2023Episode 54: Building Your Financial House - Part IJuly 29, 2023 - Building your financial portfolio for retirement draws a lot of parallels to building a house. Learn how to construct your Financial House with Suzette Porter and Rachel Neblett in this first part of the series....more27minPlay
July 25, 2023Episode 52: Finding Your Balance with BondsJune 24, 2023 - To retire well in all economies, have you considered the balancing act with bonds in your portfolio?...more27minPlay
July 25, 2023Episode 51: Can You Retire in a Recession?June 17, 2023 - With the markets, interest rates, and so forth, is it a good time to retire and how do you assess?...more27minPlay
May 23, 2023Episode 49: Boosting Your RetirementMay 6, 2023 - Suzette discusses possible overlooked strategies to help you boost your retirement....more27minPlay
May 23, 2023Episode 47: The Purposeful RetirementApril 29, 2023 - Check in with Suzette Porter on the next chapter of life....retirement....more29minPlay
May 10, 2023Episode 45: Make a Plan for RetirementFeb. 4, 2023 - Making a plan for retirement is a must in today's economy - inflation, rising interest rates, world markets and the affect on portfolios, and the list goes on....more27minPlay
FAQs about Financial Wise:How many episodes does Financial Wise have?The podcast currently has 103 episodes available.