• Financial Wi$e Podcast

  • 著者： Audacy
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Financial Wi$e Podcast

著者： Audacy
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  • サマリー

  • Suzette Porter, owner of CapStar Financial, has 25+ years of helping Central Texans plan for their retirement. Porter's firm handles all things retirement, including tax planning strategies, investments, preservation of wealth and estate planning strategies.
    2022 © 2021 Audacy, Inc.
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あらすじ・解説

Suzette Porter, owner of CapStar Financial, has 25+ years of helping Central Texans plan for their retirement. Porter's firm handles all things retirement, including tax planning strategies, investments, preservation of wealth and estate planning strategies.
2022 © 2021 Audacy, Inc.
経済学
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エピソード
  • 8/3: State Of Annuities

    8/3: State Of Annuities
    2024/08/04

    Financial Wise, for August 3. Today, Suzette talks about annuities - using them for income planning, risk mitigation, and recent developments with interest rates.
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    28 分
  • 6/1: Politics & Investing Don't Mix

    6/1: Politics & Investing Don't Mix
    2024/06/01

    Financial Wise, for June 1. Suzette and Rachel talk about taking the importance of taking emotions out of your investing - especially political swings in our hyper-political climate.
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    28 分
  • 4/20: Ways To Become Poor In Retirement

    4/20: Ways To Become Poor In Retirement
    2024/04/21

    Financial Wise, for April 20. Today, Suzette and Rachel discuss the eight different ways you could become poor in retirement - especially with poor planning.
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    27 分

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