HeyJaredFinancial 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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 24, 2026
Latest episodes
Financial wise - Episode 6: Beyond the Numbers (opens the original)
Read excerpt
Join hosts Suzette Porter and Julia Hummel on Beyond the Numbers, where practical wisdom meets personal touch in retirement planning. Each episode, they tackle the real questions and concerns facing retirees, offering down-to-earth strategies for building income, navigating taxes, and protecting your legacy. With thoughtful guidance and clear explanations, Suzette and Julia help you prepare for what matters most—so you can enjoy every season of your retirement with confidence. Learn more and acc
Financial Wise - Episode 5: Financial Fortress (opens the original)
Read excerpt
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
Financial Wise - Episode 4: Retirement Strategies for Women (opens the original)
Read excerpt
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/
Financial Wise - Episode 3: Roth Conversions (opens the original)
Read excerpt
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/
Financial Wise - Episode 2: Taxes in Retirement (opens the original)
Read excerpt
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
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.