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Financial Wise

Financial Wise

Written by: Suzette Porter
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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.Suzette Porter Economics Personal Finance
Episodes
  • Financial Wise - Episode 7: Understanding Estate Planning

    Financial Wise - Episode 7: Understanding Estate Planning
    Oct 8 2026
    Join Suzette Porter and Julia Hummel each week on the Financial Wise Podcast as they break down the fundamentals of estate planning for families across Central Texas. Dive into important topics such as wills, trusts, and how to ensure your assets are protected and passed on according to your wishes. Through personal stories and easy-to-follow guidance, Suzette and Julia show you how the right planning today can secure a smooth financial future for the ones you love. Take the next step in your retirement journey at financialwisepodcast.com.
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    29 mins
  • Financial wise - Episode 6: Beyond the Numbers

    Financial wise - Episode 6: Beyond the Numbers
    Sep 24 2026
    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 access helpful resources at financialwisepodcast.com.
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    21 mins
  • Financial Wise - Episode 5: Financial Fortress

    Financial Wise - Episode 5: Financial Fortress
    Sep 10 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 financialwisepodcast.com
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    26 mins
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