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Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
Episodes
Saturday Jul 31, 2021
When to Get Long Term Care Insurance
Saturday Jul 31, 2021
Saturday Jul 31, 2021
To financially protect against the future cost of needing assisted living or nursing home care, at what age should you consider getting Long Term Care insurance in place? Additionally, in what circumstances would someone need this coverage, or not need this coverage? Should you just explore long term care insurance, or are there other options you should consider? That and more coming up on this hour of Wise Money!
Season 6 Episode 49
Saturday Jul 24, 2021
The Rules for SIMPLE IRAs
Saturday Jul 24, 2021
Saturday Jul 24, 2021
Saturday Jul 17, 2021
2021 Midyear Stock Market Update
Saturday Jul 17, 2021
Saturday Jul 17, 2021
The US stock market has had one of its most consistent performances through the first six months in history, yet there have been challenges bubbling beneath the surface. We break down the investment results of the first six months and share our perspective for the rest of 2021 in this episode of the Wise Money Show!
Season 6 Episode 47
Saturday Jul 10, 2021
Ways to Use a 529 Plan
Saturday Jul 10, 2021
Saturday Jul 10, 2021
Traditionally the 529 Plan has had a singular purpose: paying for college. Now the rules have changed and you have more options. What are the new ways you can use a 529 plan, and should you consider them as well? We’ll explain that and more in this hour of Wise Money!
Season 6 Episode 46
Saturday Jul 03, 2021
Repaying a Coronavirus Related Distribution
Saturday Jul 03, 2021
Saturday Jul 03, 2021
The Coronavirus Related Distribution from a qualified retirement plan has a very unique feature in that you can pay it back within 3 years as if you never took the money out in the first place. If you took a coronavirus-related distribution last year, you have some special tax planning options with it over the next few years. We’ll explain and help you make a great decision on this episode of Wise Money!
Season 6 Episode 45