We’re discussing the number one financial regret that families had as the coronavirus recession started. We’ll tell you not only what it was, but also help you avoid having this regret in your life. That and more coming up in this episode of Wise Money.
Season 5 Episode 50
In John Templeton’s timeless “16 Rules for Investment Success” he writes that the four most costly words in investing are “This Time It's Different.” Well, it is finally true in this instance? Is the stock market truly different this time? That and more coming up in this episode of Wise Money!
Season 5 Episode 49
Today’s recession is putting even more strain on an already broken Social Security system. With the current projection showing that Social Security would be insolvent within 15 years, what options are there to fix the problem, and how should this influence your financial plan? That and listener questions in this episode of Wise Money!
Season 5 Episode 48
How are your investments performing so far this year? The stock market in 2020 will go down in the history books, and we’re only halfway through the year. The big question is after the huge swings in the 1st and 2nd quarters, what should you expect from the markets the rest of this year and how should that influence your investment decisions? We are providing a Stock Market Update in this episode of Wise Money!
Season 5 Episode 47
Happy Independence Day! Comprehensive Financial Planning is all about helping you achieve your own version of financial freedom. What’s that look like for you and what steps do you need to take in all 6 areas to help you reach the peace of mind that comes from Financial Freedom? We are helping you determine that in today's episode!
Season 5 Episode 45
No-Fault auto insurance laws are changing! Residents of Michigan have loathed their No-Fault insurance for decades, but reform is finally happening on July 2, 2020. We invite insurance advisor Alysia Boehner back to this episode to discuss these changing laws, the key decision you need to make, and answer other insurance questions!
Season 5 Episode 44
Social Security is an extremely important financial benefit, but it is also extremely confusing. Make sure you don’t inadvertently penalize your Social Security by taking the wrong steps in your financial life. We will tell you what Social Security traps to watch out for in this episode of Wise Money!
Season 5 Episode 43
What’s the best overall investment strategy? How did you decide what to invest in within your 401(k), and how should you invest your IRA’s, Roth’s, 529 plans, and other accounts? We will help you decide what is best for your financial plan in this episode of Wise Money!
Season 5 Episode 42
Is it possible to pay tax on capital gains if you never sold any investments? The answer is yes due to the different types of capital gains there are on various investments. We'll help you understand this unique circumstance, and let you know how to avoid it in this episode of Wise Money!
Season 5 Episode 41