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Hosted by Unknown Host · 🇺🇸 us · EN-US · 50 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Financial Wise Radio, a business show with 50 episodes published.
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 ens
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 strateg
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
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?
Join Suzette Porter, owner of CapStar Financial, for a clear and insightful retirement reality check.
Join Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.
Join Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class.
July 18, 2025 - Go in depth on the tax consequences of the Big Beautiful Bill with Suzette Portr and Julia Hummel.
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.
June 21, 2025 - Join Suzette as she discusses how living a long life and time horizon factor into your retirement plan.
May 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.
May 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter
April 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times.
March 29, 2025 - Suzette Porter prepares you with crafting your legacy to avoid the pitfalls of bad estate planning.
March 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
Feb. 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.
February 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement.
2/7/2025 - Suzette discusses why hiring a financial planner is so critical in these ever-changing times. As well, moving into the retirement phase of life requires a planner who can help navigate a season that is much, m
Nov. 23, 2024 - Charitable Giving is discussed for retirees with a philanthropic at heart. How taxes and so forth can impact in ongoing endeavors.
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Financial Wise Radio is hosted by Unknown Host. The show is categorised under business (investing) and has published 50 episodes.
Financial Wise Radio has published 50 episodes.
Financial Wise Radio regularly covers business, investing. It sits in the business category, with a investing focus.
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