Contacts
Info
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...
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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.
show less
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.
Episodes & Posts
Episodes
Posts
10 SEP 2026 · The Financial Wise Podcast, hosted by Suzette Porter and Julia Hummel, addresses retirement planning challenges in Central Texas, such as inflation, volatile markets, taxes, and healthcare costs. The concept of a “financial fortress” is highlighted, featuring diversified investment strategies and tax-efficient planning to create stable retirement income. The show emphasizes the importance of proactive planning for healthcare expenses and psychological shifts during retirement. Capstar Financial provides education, resources, and personalized guidance to help retirees build confidence and financial security, inviting listeners to further explore retirement solutions and schedule consultations.
To find out more go to https://financialwisepodcast.com
27 AUG 2026 · This episode addresses how retirement planning is fundamentally different for women due to longevity, higher healthcare costs, and the risk of facing retirement alone. Many women will eventually bear sole responsibility for household finances. The hosts highlight real-life stories and practical strategies focused on survivorship, Social Security, taxes, pensions, Roth conversions, healthcare, and long-term care.
https://financialwisepodcast.com/
13 AUG 2026 · 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 ensures retirees can lower future taxes, reduce required distributions, and protect their financial legacy, all while avoiding costly mistakes.
https://financialwisepodcast.com/
6 AUG 2026 · 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 strategies for protecting and growing your hard-earned savings. Each episode provides thoughtful insights into retirement planning, tax-efficient strategies, smart investing, estate planning, and more—so you can make informed decisions and live your best retirement life. Brought to you by Capstar Financial Services, LLC.
To receive your Financial Wise Toolkit, go to https://financialwisepodcast.com
30 JUL 2026 · 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 on investing, risk management, tax efficiency, healthcare planning, and leaving a lasting legacy. Whether you’re approaching retirement or already there, Suzette and Julia combine their personal insights and real-life examples to help you make informed decisions about your financial future. Powered by Capstar Financial Services, this podcast is your trusted resource for building a secure, fulfilling retirement. Tune in to become truly “financial wise”—not otherwise!
If you would like to receive a Financial Wise toolkit today, go tohttps://financialwisepodcast.com
24 JUL 2026 · Visit us at capstarfinancial.com
12 JAN 2026 · 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?
11 DEC 2025 · Join Suzette Porter, owner of CapStar Financial, for a clear and insightful retirement reality check.
4 NOV 2025 · Join Suzette and Kyle Robbins, owner of Robbins Estate Law, to discuss the importanct of proper estate planning.
31 OCT 2025 · Join Suzette and Julia for a discussion on their first ever condensed Retirement Elevated class.
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...
show more
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.
show less
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.
Information
| Author | Matt Copeland |
| Organization | AE Media |
| Categories | Investing |
| Website | www.spreaker.com |
| - |
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