x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Financial Wise Radio

Financial Wise Radio

Financial Wise Radio 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 Radio, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.

business investing

All Episodes

26:37

Episode 34: Retirement Elevated Course - all things...

Financial Wise Radio ·

2022/10/05

9/17/2022 - Suzette Porter discusses the importance of her Retirement Elevated Course, held at Concordia University. Retiring is it's own special entity and this 6-hour course covers the 6 most impactful topics to this season of life: life planning, income planning, investments, tax strategies, healthcare and estate planning strategies.

en-us

27:40

Episode 32: The Living Documents of Estate Planning

Financial Wise Radio ·

2022/10/05

9/10/22 - Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.

en-us

27:35

Episode 32: Estate Planning - Give a Gift to your...

Financial Wise Radio ·

2022/10/05

9/3/2022 - Suzette Porter and guest, Attorney Farren Sheehan of Sheehan Law, address the pitfalls of having no legacy planning in place. Story after story of tragic outcomes and how you can avoid those experiences with the proper planning.

en-us

26:24

Episode 30: Why comprehensive financial planning is...

Financial Wise Radio ·

2022/07/29

7/16/2022 - Retirement is not for the faint of heart. There are many pieces to being successful with the wealth you've spent a lifetime building. Listen in on what comprehensive financial planning looks like.

en-us

26:24

Episode 29: You might need a second opinion in...

Financial Wise Radio ·

2022/07/29

7/2/2022 - When the markets get choppy and volatile, do you have an advisor that you trust? Does that advisor call, make adjustments or bury his head in the sand? In these challenging market times, you may need a second opinion on your portfolio.

en-us

26:24

Episode 27: Is a Recession Going to Rob Your Retirement?

Financial Wise Radio ·

2022/07/07

6/18/2022 Tune in to listen to a current mid-year market update and the implications a possible recession may have on your retirement plan.

en-us

26:37

Episode 27: Estate Planning Should Be Front and Center

Financial Wise Radio ·

2022/07/07

6/11/22 - Please tune in for Suzette Porter's personal story of he mom passing away this year. Learn the planning steps for good estate planning strategies.

en-us

26:39

Episode 25: Protect and Preserve

Financial Wise Radio ·

2022/05/16

Retirement is all about protecting and preserving wealth which you've spent a lifetime accumulating, so that your money lasts as long as you do.

en-us

26:38

Episode 25: How to Mitigate Risk During Volatile Times

Financial Wise Radio ·

2022/05/16

The markets are choppy in 2022, and now the record highs are declining. Does your portfolio contain enough diversification in retirement to last through volatile times in the market? Episode aired 4-23-2022

en-us

26:38

Episode 24: 3 Tax Moves to Change Your Retirement

Financial Wise Radio ·

2022/05/16

There are definitely Tax Strategies when you retire. For the first time outside of your working life, you can organize your portfolio by tax status and efficiency. Episode aired 4-9-2022

en-us

26:09

Episode 21: An All-Weather Plan

Financial Wise Radio ·

2022/04/07

4-2-22 During these times of high volatility, there are options for "weather-proofing" your portfolio. Listen in this week for things you can do to protect yourself during volatile times.

en-us

26:42

Episode 19: Big Changes Coming in 2022

Financial Wise Radio ·

2022/03/01

There are many changes coming down the pike for 2022, including Social Security. 2-26-22

en-us

25:15

Episode 17: Predicting the Markets for 2022

Financial Wise Radio ·

2022/02/18

As we head into 2022, the Market situation is expected to be volatile. Listen to learn why.

en-us

26:53

Episode 15: What if You Need Long-Term Care?

Financial Wise Radio ·

2022/01/28

1-22-22 A discussion on what can derail your plans for retirement if not planned for; specifically the costs and process of long-term care needs.

en-us

26:55

Episode 14: Are You Qualified to Manage Your Own...

Financial Wise Radio ·

2022/01/28

1-8-2022 Most people have a handle on what they are spending and what they are saving. But do you understand how it's all going to work in retirement without a written plan? What if a spouse dies early? What if one of you needs Long-Term Care? How is new tax legislation impacting retirees? In these times, you need a financial planner who specializes in retirement to put together a comprehensive plan.

en-us

26:54

Episode 13: Retirement and Long-Term Tax Planning

Financial Wise Radio ·

2022/01/28

12-4-21 Put your thinking caps on today as we discuss how to win in all types of economies for your retirement.

en-us

26:45

Episode 12: Tax Moves Before the End of the Year

Financial Wise Radio ·

2022/01/28

10-30-21 Join us as we discuss some smart tax moves before you reach the end of the year.

en-us

26:53

Episode 11: Learn to Protect Your Assets from...

Financial Wise Radio ·

2022/01/28

10-16-21 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.

en-us

26:39

Episode 10: A Perfect Retirement Must Include Tax...

Financial Wise Radio ·

2022/01/28

9-4-21 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.

en-us

26:41

Episode 9: Will You Run Out of Money in Retirement?

Financial Wise Radio ·

2022/01/28

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.

en-us

76 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...