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.

Avsnitt(49)

Episode 97: 3 Pillars of Confidence

Episode 97: 3 Pillars of Confidence

May 5, 2025 - Learn about the 3 Pillars of Confidence that you need for your Retirement with Suzette Porter

29 Maj 202527min

Episode 95: Tax-Free Income

Episode 95: Tax-Free Income

April 5, 2025 - Join Suzette as she discusses alternative investment strategies in these volatile market times.

29 Maj 202528min

Episode 92: 5 Things to Prepare for in Retirement

Episode 92: 5 Things to Prepare for in Retirement

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

1 Apr 202528min

Episode 90: March 2025 Retirement Elevated Classes

Episode 90: March 2025 Retirement Elevated Classes

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.

1 Apr 202529min

Episode 88: Tax Management of Your IRA

Episode 88: Tax Management of Your IRA

February 1, 2025 - Suzette discusses the tax management of your IRA bucket in retirement.

1 Apr 202529min

Episode 86: Hire a Planner for Life

Episode 86: Hire a Planner for Life

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 sea...

25 Mars 202527min

Episode 84: Charitable Giving

Episode 84: Charitable Giving

Nov. 23, 2024 - Charitable Giving is discussed for retirees with a philanthropic at heart. How taxes and so forth can impact in ongoing endeavors.

5 Dec 202427min

Episode 82: Falling Interest Rates Could Put Your Retirement at Risk

Episode 82: Falling Interest Rates Could Put Your Retirement at Risk

Oct. 1, 2024 - Suzette walks us through the Fed's rate cut and how falling interest rates could impact your retirement.

5 Dec 202428min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
badfluence
avanzapodden
uppgang-och-fall
svd-tech-brief
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon