Financial Wise Radio

Financial Wise Radio

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.

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Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
Nov 7 2023
Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
September 16, 2023 - Suzette discusses all the topics that will impact you in retirement and the course she instructs to help you on the Road to Retirement.

Episodes

Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
Nov 7 2023
Episode 60: The Road to Retirement - Retirement Elevated Course at Concordia University
September 16, 2023 - Suzette discusses all the topics that will impact you in retirement and the course she instructs to help you on the Road to Retirement.
Episode 58: Give the Gift of Legacy
Sep 5 2023
Episode 58: Give the Gift of Legacy
August 26, 2023 - Join Suzette Porter and partnering attorney, Farren Sheehan, of Sheehan Law, PLLC, as they discuss Giving the Gift of Legacy to your loved ones. Through each of their own personal tragic stories, they each have a passion for making sure estate planning information is available to you.
Episode 56: Building Your Financial House - Part II
Sep 5 2023
Episode 56: Building Your Financial House - Part II
August 9, 2023 - Now that you've built your retirement portfolio/house, you need to build in the protection. Learn how to arm yourself with good information so that you can protect you and your family in Part II of the Series with Suzette Porter and Rachel Neblett.
Episode 54: Building Your Financial House - Part I
Sep 5 2023
Episode 54: Building Your Financial House - Part I
July 29, 2023 - Building your financial portfolio for retirement draws a lot of parallels to building a house. Learn how to construct your Financial House with Suzette Porter and Rachel Neblett in this first part of the series.
Episode 52: Finding Your Balance with Bonds
Jul 25 2023
Episode 52: Finding Your Balance with Bonds
June 24, 2023 - To retire well in all economies, have you considered the balancing act with bonds in your portfolio?
Episode 51: Can You Retire in a Recession?
Jul 25 2023
Episode 51: Can You Retire in a Recession?
June 17, 2023 - With the markets, interest rates, and so forth, is it a good time to retire and how do you assess?
Episode 49: Boosting Your Retirement
May 23 2023
Episode 49: Boosting Your Retirement
May 6, 2023 - Suzette discusses possible overlooked strategies to help you boost your retirement.
Episode 47: The Purposeful Retirement
May 23 2023
Episode 47: The Purposeful Retirement
April 29, 2023 - Check in with Suzette Porter on the next chapter of life....retirement.
Episode 45: Make a Plan for Retirement
May 10 2023
Episode 45: Make a Plan for Retirement
Feb. 4, 2023 - Making a plan for retirement is a must in today's economy - inflation, rising interest rates, world markets and the affect on portfolios, and the list goes on.
Episode 43: Rising Interest Rates
May 10 2023
Episode 43: Rising Interest Rates
Jan. 28, 2023 -  Join Suzette Porter as she discusses how the rising interest rates can be a good for the risk-adverse investor.
Episode 41: What's your tax planning advice for 2023?
May 10 2023
Episode 41: What's your tax planning advice for 2023?
Jan. 7, 2023 - Taxes are usually the thing you look BACK over your year in review. Suzette Porter offers some suggestions for being proactive, looking forward for the new year.
Episode 39: Can You Retire in a Recession?
Feb 2 2023
Episode 39: Can You Retire in a Recession?
12/3/2022 - 2022 is coming to a close, volatile markets due to interest rate hikes and world news that has negatively impacted growth. The 60/40 split of the bond world which has been the safe haven and balancing principle for the market is also broken. What does 2023 hold, and are we headed for a recession?
Episode 38: End of Year Tax Moves
Feb 2 2023
Episode 38: End of Year Tax Moves
11/19/22 - It's important to understand the moves you can still make at the end of the year that may impact your taxes when you file. Ever heard of Tax Harvesting?
Episode 36: Should I Sell My House in Retirement
Nov 22 2022
Episode 36: Should I Sell My House in Retirement
11/19/022 - 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 discusses the process and various options to look at.
Episode 34: Retirement Elevated Course - all things for the retirement phase of life.
Oct 5 2022
Episode 34: Retirement Elevated Course - all things for the retirement phase of life.
9/17/2022 - Suzette Porter discusses the importance of her Retirement Elevated Course, held at Concordia University.  Retiring is it's own special entity and this 6-hour course covers the 6 most impactful topics to this season of life: life planning, income planning, investments, tax strategies, healthcare and estate planning strategies.
Episode 32: The Living Documents of Estate Planning
Oct 5 2022
Episode 32: The Living Documents of Estate Planning
9/10/22 - Part II of Suzette Porter and her guest, Attorney Farren Sheehan of Sheehan Law. In this episode they discuss the actual legal documents and how they work for legacy planning, avoiding pitfalls and making the transition of assets seamless to your heirs, which is the goal.
Episode 32: Estate Planning - Give a Gift to your Loved Ones
Oct 5 2022
Episode 32: Estate Planning - Give a Gift to your Loved Ones
9/3/2022 - Suzette Porter and guest, Attorney Farren Sheehan of Sheehan Law, address the pitfalls of having no legacy planning in place. Story after story of tragic outcomes and how you can avoid those experiences with the proper planning.
Episode 30: Why comprehensive financial planning is more important than ever
Jul 29 2022
Episode 30: Why comprehensive financial planning is more important than ever
7/16/2022 - Retirement is not for the faint of heart. There are many pieces to being successful with the wealth you've spent a lifetime building. Listen in on what comprehensive financial planning looks like.
Episode 29: You might need a second opinion in downturns like these
Jul 29 2022
Episode 29: You might need a second opinion in downturns like these
7/2/2022 - When the markets get choppy and volatile, do you have an advisor that you trust? Does that advisor call, make adjustments or bury his head in the sand? In these challenging market times, you may need a second opinion on your portfolio.
Episode 27: Is a Recession Going to Rob Your Retirement?
Jul 7 2022
Episode 27: Is a Recession Going to Rob Your Retirement?
6/18/2022 Tune in to listen to a current mid-year market update and the implications a possible recession may have on your retirement plan.