
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.
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Hosted by Audacy · EN · 140 episodes
Established thought leaders with verified media credentials.
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.
Audacy hosts Financial Wi$e Podcast, a business show with 140 episodes published.

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.
Show notes
On today's Financial Wise Radio, Suzette details five things you need to prepare for retirement.
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Financial Wise, for August 3. Today, Suzette talks about annuities - using them for income planning, risk mitigation, and recent developments with interest rates.
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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.
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Financial Wise, for April 20. Today, Suzette and Rachel discuss the eight different ways you could become poor in retirement - especially with poor planning.
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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 retirement p
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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.
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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.
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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 toda
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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.
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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 the
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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 which a
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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.
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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.
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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 plannin
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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.
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Financial Wise, for December 3. Can you retire in a recession? Suzette Porter tackles the issues retirees may face in a struggling economy.
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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.
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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 disc
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Financial Wi$e Podcast is hosted by Audacy. The show is categorised under business and has published 140 episodes.
Financial Wi$e Podcast has published 140 episodes.
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