Episode #109
Episode 109: 2026 Outlook
Jan 12, 202628 minS5
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?
About this Podcast:
Financial Wise 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, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building. Investment Advisory Services are offered through CapStar Financial, LLC, a Registered Investment Adviser. Insurance products and services are offered and sold through Suzette Porter, an individually licensed and appointed agent.
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
39%
Guest openness
Selective
80/100
Required Score
Sign up to generate a grounded pitch for Financial Wise.
Signup to Generate a PitchQuestions about Financial Wise
What is Financial Wise about?
Financial Wise 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, Suzette brings her experience to her listeners on topics of retirement planning, investment strategies, and wealth building.
What has Financial Wise covered recently?
Recent episodes include "Episode 109: 2026 Outlook" (12 January 2026, 28 minutes), "Episode 108: Retirement Reality Check" (11 December 2025, 29 minutes), and "Episode 107: Estate Planning" (4 November 2025, 28 minutes).
How often does Financial Wise publish?
Financial Wise publishes roughly monthly, with episodes averaging 27 minutes across 59 episodes.
How hard is it to get booked on Financial Wise?
Booking probability for Financial Wise is 39%, and the host is rated Selective on guests. Financial Wise requires a Pod Score of 80 or higher. Financial Wise's contact route on record: public web form.
Who should pitch Financial Wise?
The strongest fits for Financial Wise are Investing & Wealth Management and Insurance Agencies & Brokers. Financial Wise has a business audience.
About the host
Financial Wise is a business podcast with 59 episodes published.
Host email not verified for this podcastSign in to unlock →
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.
Episode #108
Episode 108: Retirement Reality Check
Dec 11, 202529 minS5Join Suzette Porter, owner of CapStar Financial, for a clear and insightful retirement reality check.
Episode #107
Episode 107: Estate Planning
Nov 4, 202528 minS5Join Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.
Episode #106
Episode 106: Retirement Elevated One-Nighter
Oct 31, 202529 minS5Join Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class.
Episode #104
Episode 104: The Big Beautiful Bill
Aug 14, 202529 minS5July 18, 2025 - Go in depth on the tax consequences of the Big Beautiful Bill with Suzette Porter and Julia Hummel.
View More
Episode #102
Episode 102: Cyber Security Importance
Aug 14, 202510 minS5August 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.
Episode #100
Episode 100: Longevity and Risk in Retirement
Jun 24, 202528 minS5June 21, 2025 - Join Suzette as she discusses how living a long life and time horizon factor into your retirement plan.
Episode #98
Episode 98: Cyber Security Importance
May 29, 202529 minS5May 17, 2025 - Fraud, scams and impersonation with AI are at an all-time high in the digital space. Join Suzette Porter on the importance of securing your financial and personal information in today's world.
Episode #97
Episode 97: 3 Pillars of Confidence
May 29, 202528 minS5May 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter
Episode #95
Episode 95: Tax-Free Income
May 29, 202529 minS5April 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times.
Episode #93
Episode 93: Crafting Your Legacy
Apr 1, 202528 minS5March 29, 2025 - Suzette Porter prepares you with crafting your legacy to avoid the pitfalls of bad estate planning.
Apr 1, 202528 minS5March 15, 2025 - In the last 5 years before retirement, these are the 5 things needed to prepare for. Check in on the latest with Suzette Porter
Apr 1, 202530 minS5Feb. 22, 2025 - Suzette Porter brings awareness to her Retirement Course, held at Concordia University. The 6-hour course covers the main topics to prepare for in retirement.
Episode #88
Episode 88: Tax Management of Your IRA
Apr 1, 202529 minS5February 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement.
Episode #86
Episode 86: Hire a Planner for Life
Mar 25, 202528 minS52/7/2025 - Suzette discusses why hiring a financial planner is so critical in these ever-changing times.<br />As well, moving into the retirement phase of life requires a planner who can help navigate a season that...
Episode #84
Episode 84: Charitable Giving
Dec 5, 202428 minS4Nov. 23, 2024 - Charitable Giving is discussed for retirees with a philanthropic at heart. How taxes and so forth can impact in ongoing endeavors.
Dec 5, 202428 minS4Oct. 1, 2024 - Suzette walks us through the Fed's rate cut and how falling interest rates could impact your retirement.
Episode #80
Episode 80: Retirement Elevated Course
Dec 5, 202428 minS4Sept. 9, 2024 - Join Suzette as she describes her Retirement Couse, Retirement Elevated, held this fall at Concordia University.
- Sep 6, 202427 minS4
Sept. 6, 2024 - We only have an election cycle once every 4 years for the president of the United States. As always, there are uncertainties about our economy, markets and our indivdual choices as we look to vote. Along...
Sep 5, 202429 minS4Aug. 17, 2024 - Suzette Porter uncovers the layers of "ifs and whens" surrounding social security. Tune in to stay aware.
Recent guests
Recent guests on Financial Wise. Study who booked and why before you pitch.
S
Suzette Porter
CapStar Financial
K
Kyle Robbins
Robbins Estate Law
Best industries to pitch Financial Wise for
PitchCentric classifies Financial Wise under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Similar Podcasts
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Podcasts like Financial Wise
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ