The Wise Money Show™

The Wise Money Show™ header image 1

S1E37: What You Must Know Before You Purchase A House

Mike and Josh welcome special guest, Diane Bennett, to the show for a two-part series on the real estate market.  This episode focuses on what you must know before buying a home, as well as a few other listener questions.

S1E36: Small Business Entity Structure and Other Legal Considerations

Join Mike and Josh as they welcome special guest, Jamey Haigh, business attorney with LaDue Curran and Kuehn, to discuss what type of small business entity is most appropriate and how to successfully handle a merger or acquisition by your small business. 

S1E35: Retirement Readiness

Kevin, Josh and Mike answer listener questions about how to start planning for retirement when you’re in your 50’s, how to save up for college when you have no clue how much college will cost, and how to know what type of life insurance is the right kind for you. 

S1E34: How to Manage the Risk of Needing Long Term Care

The financial consequences of needing long term care services at some point in your life are significant, which makes planning for how to manage this risk a critical part of your financial plan. Listen to Kevin, Josh and Mike in this episode discuss this risk in greater detail and explore the traditional, and less conventional, ways of managing this financial risk.

S1E33: Financial Planning Lessons Learned During Tax Season

Nearly every financial decision you make impacts your taxes, and with laws changing so frequently there are always new idea to learn and implement.  Join Kevin, Josh and Mike in this episode where they share and discuss the most important and eye-opening tax strategies they encountered this past tax season.

Podbean App

Play this podcast on Podbean App