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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 Jan 29, 2022
Saturday Jan 29, 2022
The stock market when from unusually calm to extremely turbulent in just a matter of days. What is causing the recent volatility and what's the best way to manage it? That and more on this episode of the Wise Money Show.
Season 7 Episode 23
Saturday Jan 22, 2022
Saturday Jan 22, 2022
Are there gaps in your retirement savings? Inevitably there will be times in your life when you’re unable to save what you hoped, or a retirement plan is unavailable to you through your employer. What are your options then and what action should you take? We're helping you with that on today's episode of Wise Money!
Season 7 Episode 22
Saturday Jan 08, 2022
Saturday Jan 08, 2022
Lots of people are leaving the workforce or changing jobs, a phenomenon called the Great Resignation. With the Great Resignation there is the great decision - what do you do with your 401(k) at your old job? What are your options and what is the wise decision to make with these dollars? We'll help you answer that on this episode of Wise Money.
Season 7 Episode 20
Saturday Dec 25, 2021
Saturday Dec 25, 2021
Merry Christmas from the Wise Money Show!
How can you eliminate the financial stress that tends to be ever-present this time of year? The holidays don’t have to be that way with the right financial structure. We’ll address the 3 most common areas of financial stress over the holidays to help you eliminate them for good in this episode of the Wise Money Show.
Season 7 Episode 18
Saturday Dec 18, 2021
Saturday Dec 18, 2021
What are the contribution limits to IRA’s, 401(k)’s, and HSA’s for 2022 and how should that influence your tax shelter strategy? We’ve got those answers coming up, but more important than that, what is your overarching tax shelter strategy? That and more coming up in this episode of the Wise Money Show!
Season 7 Episode 17
Saturday Dec 04, 2021
Saturday Dec 04, 2021
Another year is coming to a close and so are many financial strategies that have a December 31st deadline. What action steps do you need to take in your finances before the year is up? We’ve got our top 5 and more coming up this hour of the Wise Money Show.
Season 7 Episode 15
Saturday Nov 27, 2021
Saturday Nov 27, 2021
What is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time highs, is it a good idea to invest this money in stocks, or is there a better solution? The current investment world has created a big decision between safety of principle and the ability to earn a return. We're sharing our perspective and answering questions from fans of the show on this hour of the Wise Money Show!
Season 7 Episode 14
Saturday Oct 16, 2021
Saturday Oct 16, 2021
Lots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is more vital than when nearing retirement. What are the top tax moves to make as you near retirement? Our answers and more in this episode of The Wise Money Show.
Season 7 Episode 8
Saturday Aug 28, 2021
Saturday Aug 28, 2021
What’s the most popular retirement age? What’s the best age for you to retire and how do you determine it? What do the trends say and are you on track? We’re helping with that and more on this week's episode of the Wise Money Show.
Season 7 Episode 1
Related articles:
https://news.gallup.com/poll/234302/snapshot-americans-project-average-retirement-age.aspx
https://www.yahoo.com/now/average-retirement-age-every-state-160000077.html
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