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.
    Show More Show Less
    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.
    Show More Show Less
    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
    Show More Show Less
    26 mins
  • Financial Wise - Episode 4: Retirement Strategies for Women

    Financial Wise - Episode 4: Retirement Strategies for Women
    Aug 27 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/
    Show More Show Less
    25 mins
  • Financial Wise - Episode 3: Roth Conversions

    Financial Wise - Episode 3: Roth Conversions
    Aug 13 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/
    Show More Show Less
    23 mins
  • Financial Wise - Episode 2: Taxes in Retirement

    Financial Wise - Episode 2: Taxes in Retirement
    Aug 6 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 financialwisepodcast.com.
    Show More Show Less
    21 mins
  • Financial Wise - Episode 1: Let's Talk About Risk

    Financial Wise - Episode 1: Let's Talk About Risk
    Jul 30 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 to financialwisepodcast.com
    Show More Show Less
    16 mins
  • Financial Wise - Relaunch!

    Financial Wise - Relaunch!
    Jul 24 2026
    Visit us at capstarfinancial.com
    Show More Show Less
    2 mins