50 episodes

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.

Financial Wise Radio Financial Wise Radio

    • Business

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.

    The Road to Retirement - Retirement Elevated Course at Concordia University

    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.

    • 26 min
    Give the Gift of Legacy

    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.

    • 27 min
    Building Your Financial House - Part II

    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.

    • 26 min
    Building Your Financial House - Part I

    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.

    • 26 min
    Finding Your Balance with Bonds

    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?

    • 26 min
    Can You Retire in a Recession?

    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?

    • 26 min

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