
Financial Wi$e Podcast
3/29: Avoid The Pitfalls Of Bad Estate Planning
On today's edition of Financial Wise Radio, Suzette details some of the pitfalls you can run into with bad estate planning - and how to avoid them.


business
Hosted by Audacy · business · EN
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.
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Contact path
Public web form
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchSuzette 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.
Financial Wi$e Podcast is hosted by Audacy. The show has published 140 episodes to date.
Recent episodes include "3/29: Avoid The Pitfalls Of Bad Estate Planning" (29 March 2025, 28 minutes), "3/22: Five Things To Prepare For Retirement" (22 March 2025, 28 minutes), and "8/17: State of Social Security" (17 August 2024, 29 minutes).
Financial Wi$e Podcast publishes roughly every few months, with episodes averaging 27 minutes across 140 episodes.
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$e Podcast's contact route on record: public web form.
The strongest fits for Financial Wi$e Podcast are Investing & Wealth Management and Insurance Agencies & Brokers. Financial Wi$e Podcast has a business audience.
Audacy hosts Financial Wi$e Podcast, a business podcast with 140 episodes published.
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Financial Wi$e Podcast
On today's edition of Financial Wise Radio, Suzette details some of the pitfalls you can run into with bad estate planning - and how to avoid them.

Financial Wi$e Podcast
On today's Financial Wise Radio, Suzette details five things you need to prepare for retirement.

Financial Wi$e Podcast
Financial Wise, for August 17.

Financial Wi$e Podcast
<p>Financial Wise, for August 3. Today, Suzette talks about annuities - using them for income planning, risk mitigation, and recent developments with interest rates.</p>

Financial Wi$e Podcast
<p>Financial Wise, for June 1. Suzette and Rachel talk about taking the importance of taking emotions out of your investing - especially political swings in our hyper-political climate.</p>

Financial Wi$e Podcast
<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
<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...

Financial Wi$e Podcast
<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>

Financial Wi$e Podcast
<p>Financial Wise, for November 18. Today, Suzette talks about the ways to lower risk in retirement and the keys to plan out getting a good return on your investments.</p>

Financial Wi$e Podcast
<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...

Financial Wi$e Podcast
<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>

Financial Wi$e Podcast
<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...

Financial Wi$e Podcast
<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...

Financial Wi$e Podcast
<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>

Financial Wi$e Podcast
<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>

Financial Wi$e Podcast
<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
<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>

Financial Wi$e Podcast
<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
<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>

Financial Wi$e Podcast
<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...
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