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Financial Wise Radio

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This podcast has
59 episodes
Language
English
Explicit
No
Date created
2020/01/08
Latest episode
2026/10/22
Average duration
23 min.
Release period
31 days

Description

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.

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Financial Wise - Episode 8: Your First Step with a Financial Advisor
2026/10/22
Join Suzette Porter and Julia Hummel on the Financial Wise Podcast as they reveal what makes a successful first meeting with a financial advisor and why it’s the cornerstone of your retirement plan. Discover how to choose the right team, what questions to ask, and what documents to bring to build a clear roadmap for your financial future. With over 100 years of combined experience, Suzette and Julia offer practical advice for protecting your savings and turning your retirement dreams into reality.                                                                                                                                                         Explore more resources and get support at financialwisepodcast.com.
Financial Wise - Episode 7: Understanding Estate Planning
2026/10/08
Join Suzette Porter and Julia Hummel each week on the Financial Wise Podcast as they break down the fundamentals of estate planning for families across Central Texas. Dive into important topics such as wills, trusts, and how to ensure your assets are protected and passed on according to your wishes. Through personal stories and easy-to-follow guidance, Suzette and Julia show you how the right planning today can secure a smooth financial future for the ones you love. Take the next step in your retirement journey at financialwisepodcast.com.
Financial wise - Episode 6: Beyond the Numbers
2026/09/24
Join hosts Suzette Porter and Julia Hummel on Beyond the Numbers, where practical wisdom meets personal touch in retirement planning. Each episode, they tackle the real questions and concerns facing retirees, offering down-to-earth strategies for building income, navigating taxes, and protecting your legacy. With thoughtful guidance and clear explanations, Suzette and Julia help you prepare for what matters most—so you can enjoy every season of your retirement with confidence. Learn more and access helpful resources at financialwisepodcast.com.
Financial Wise - Episode 5: Financial Fortress
2026/09/10
The Financial Wise Podcast, hosted by Suzette Porter and Julia Hummel, addresses retirement planning challenges in Central Texas, such as inflation, volatile markets, taxes, and healthcare costs. The concept of a “financial fortress” is highlighted, featuring diversified investment strategies and tax-efficient planning to create stable retirement income. The show emphasizes the importance of proactive planning for healthcare expenses and psychological shifts during retirement. Capstar Financial provides education, resources, and personalized guidance to help retirees build confidence and financial security, inviting listeners to further explore retirement solutions and schedule consultations. To find out more go to financialwisepodcast.com
Financial Wise - Episode 4: Retirement Strategies for Women
2026/08/27
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/
Financial Wise - Episode 3: Roth Conversions
2026/08/13
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/
Financial Wise - Episode 2: Taxes in Retirement
2026/08/06
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 financialwisepodcast.com.
Financial Wise - Episode 1: Let's Talk About Risk
2026/07/30
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 to financialwisepodcast.com
Financial Wise - Relaunch!
2026/07/24
Visit us at capstarfinancial.com
Episode 109: 2026 Outlook
2026/01/12
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?
Episode 108: Retirement Reality Check
2025/12/11
Join Suzette Porter, owner of CapStar Financial, for a clear and insightful retirement reality check.
Episode 107: Estate Planning
2025/11/04
Join Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.
Episode 106: Retirement Elevated One-Nighter
2025/10/31
Join Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class.
Episode 104: The Big Beautiful Bill
2025/08/14
July 18, 2025 - Go in depth on the tax consequences of the Big Beautiful Bill with Suzette Porter and Julia Hummel.
Episode 102: Cyber Security Importance
2025/08/14
August 2, 2025 - Join Suzette Porter and Julia Hummel for an in-depth look at how to protect yourselves with Cyber Security tips in this new world of AI.

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