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Financial Wi$e Podcast

Hosted by Audacy · business · EN

Website

About this Podcast:

Suzette Porter, owner of CapStar Financial, has 25+ years of helping Central Texans plan for their retirement. Porter's firm handles all things retirement, including tax planning strategies, investments, preservation of wealth and estate planning strategies.

Pitch Analysis

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Contact path

Public web form

Booking probability

31%

Guest openness

Selective

80/100
Required Score

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Questions about Financial Wi$e Podcast

What is Financial Wi$e Podcast about?

Suzette Porter, owner of CapStar Financial, has 25+ years of helping Central Texans plan for their retirement. Porter's firm handles all things retirement, including tax planning strategies, investments, preservation of wealth and estate planning strategies.

Who hosts Financial Wi$e Podcast?

Financial Wi$e Podcast is hosted by Audacy. The show has published 140 episodes to date.

What has Financial Wi$e Podcast covered recently?

Recent episodes include "3/29: Avoid The Pitfalls Of Bad Estate Planning" (29 March 2025, 28 minutes), "3/22: Five Things To Prepare For Retirement" (22 March 2025, 28 minutes), and "8/17: State of Social Security" (17 August 2024, 29 minutes).

How often does Financial Wi$e Podcast publish?

Financial Wi$e Podcast publishes roughly every few months, with episodes averaging 27 minutes across 140 episodes.

How hard is it to get booked on Financial Wi$e Podcast?

Booking probability for Financial Wi$e Podcast is 31%, and the host is rated Selective on guests. Financial Wi$e Podcast requires a Pod Score of 80 or higher. Financial Wi$e Podcast's contact route on record: public web form.

Who should pitch Financial Wi$e Podcast?

The strongest fits for Financial Wi$e Podcast are Investing & Wealth Management and Insurance Agencies & Brokers. Financial Wi$e Podcast has a business audience.

About the host

Audacy hosts Financial Wi$e Podcast, a business podcast with 140 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  • Apr 21, 202427 minS0

    <p>Financial Wise, for April 20. Today, Suzette and Rachel discuss the eight different ways you could become poor in retirement - especially with poor planning.</p>

  • Financial Wi$e Podcast

    3/30: Elections and Retirement

    Mar 31, 202428 minS0

    <p>Financial Wise, for March 30. Today, Suzette and Rachel talk about the impacts that elections could have on your retirement planning - and why it's important to look at tax advantages as you're building your...

  • Feb 5, 202427 minS0

    <p>Financial Wise, for February 3. Suzette and Rachel kick off the year with another edition of the Retirement Elevated course - guiding you up to and through retirement.</p>

  • Sep 16, 202327 minS0

    <p>Financial Wise, for September 16. The road to retirement can be a bumpy one, but Capstar's Retirement Elevated course at Concordia University can help guide you around the bumps. Learn about this two-night course in...

  • Aug 26, 202327 minS0

    <p>Financial Wise, for August 26. Attorney Farren Sheehan joins Suzette to talk about the ways to avoid family feuds - by doing an estate plan, to lay everything out for the future.</p>

  • Aug 21, 202326 minS0

    <p>Financial Wise, for August 19. On today's edition of Financial Wise Radio, Suzette and Rachel share more strategies for building your best, most ideal retirement plan - the foundation, walls, and roof to weather all...

  • Jul 31, 202326 minS0

    <p>Financial Wise Radio,, for July 29. On this edition of Financial Wise, Suzette and Rachel Neblett talk about building your financial house - making sure you have sources of income that can weather storms, knowing...

  • Jul 24, 202326 minS0

    <p>Financial Wise, for July 22. On today's episode, Suzette discusses the balancing act of using bonds in your retirement plan to provide some stability, compared to other more volatile components.</p>

  • Feb 4, 202326 minS0

    <p>Financial Wise, for February 4. Don't just let retirement happen... make a plan and stick to it! Today, Suzette Porter shows you the ways to be prepared for what comes your way.</p>

  • Jan 29, 202327 minS0

    <p>Financial Wise, for January 28. There could be a good side to rising interest rates, if you're risk-averse. On today's edition of Financial Wise, Suzette Porter breaks down how this might fit into your retirement...

  • Financial Wi$e Podcast

    1/7: Tax Planning Advice for 2023

    Jan 7, 202326 minS0

    <p>Financial Wise, for January 7. The new year is upon us... on this edition of Financial Wise Radio, Suzette Porter shares key tips for tax planning for 2023.</p>

  • Dec 3, 202229 minS0

    <p>Financial Wise, for December 3. Can you retire in a recession? Suzette Porter tackles the issues retirees may face in a struggling economy.</p>

  • Financial Wi$e Podcast

    11/19: End of Year Tax Moves

    Nov 19, 202229 minS0

    <p>Financial Wise Radio, for November 19. Suzette covers key end-of-year tax moves you should make to maximize your retirement and minimize your tax burden as we head towards 2023.</p>

  • Nov 12, 202226 minS0

    <p>Downsizing/selling homes in retirement is a big decision. Join Suzette Porter and guest Realtor Judith Arnold for an in-depth discussion on how to evaluate if selling your home is right for you in retirement. Judith...

Recent guests

Recent guests on Financial Wi$e Podcast. Study who booked and why before you pitch.

J

Judith Arnold

Realtor

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