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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...
mostra más
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.
mostra menos
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.
Episodios & Posts
Episodios
Posts
27 AGO. 2026 · This episode addresses how retirement planning is fundamentally different for women due to longevity, higher healthcare costs, and the risk of facing retirement alone. Many women will eventually bear sole responsibility for household finances. The hosts highlight real-life stories and practical strategies focused on survivorship, Social Security, taxes, pensions, Roth conversions, healthcare, and long-term care.
https://financialwisepodcast.com/
13 AGO. 2026 · Suzette Porter and Julia Hummel of Capstar Financial offer expert guidance on Roth conversions, helping clients move funds from traditional IRAs to Roth IRAs for future tax-free withdrawals. Their thoughtful approach ensures retirees can lower future taxes, reduce required distributions, and protect their financial legacy, all while avoiding costly mistakes.
https://financialwisepodcast.com/
6 AGO. 2026 · Join financial advisors Suzette Porter and Julia Hummel as they bring clarity and confidence to your retirement journey. Broadcasting from Central Texas, Financial Wise goes beyond the numbers to unpack practical strategies for protecting and growing your hard-earned savings. Each episode provides thoughtful insights into retirement planning, tax-efficient strategies, smart investing, estate planning, and more—so you can make informed decisions and live your best retirement life. Brought to you by Capstar Financial Services, LLC.
To receive your Financial Wise Toolkit, go to https://financialwisepodcast.com
30 JUL. 2026 · Join Suzette Porter and Julia Hummel each week as they bring clarity and confidence to your retirement planning. Broadcasting from Central Texas, Financial Wise Podcast goes beyond the numbers to offer helpful strategies on investing, risk management, tax efficiency, healthcare planning, and leaving a lasting legacy. Whether you’re approaching retirement or already there, Suzette and Julia combine their personal insights and real-life examples to help you make informed decisions about your financial future. Powered by Capstar Financial Services, this podcast is your trusted resource for building a secure, fulfilling retirement. Tune in to become truly “financial wise”—not otherwise!
If you would like to receive a Financial Wise toolkit today, go tohttps://financialwisepodcast.com
24 JUL. 2026 · Visit us at capstarfinancial.com
12 ENE. 2026 · Join Suzette and Julia as they break down their 2026 Market Outlook and explore the big question on everyone’s mind: What is the stock market going to do this year?
11 DIC. 2025 · Join Suzette Porter, owner of CapStar Financial, for a clear and insightful retirement reality check.
4 NOV. 2025 · Join Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.
31 OCT. 2025 · Join Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class.
14 AGO. 2025 · July 18, 2025 - Go in depth on the tax consequences of the Big Beautiful Bill with Suzette Porter and Julia Hummel.
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...
mostra más
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.
mostra menos
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.
Información
| Autor | Matt Copeland |
| Organización | AE Media |
| Categorías | Inversión |
| Página web | www.spreaker.com |
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