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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 Oct 16, 2021
Top Tax Moves to Make Near Retirement
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 Sep 25, 2021
3 Financial Tips if You Have Kids in College
Saturday Sep 25, 2021
Saturday Sep 25, 2021
Having kids in college creates unique complexities in your finances, whether it be the best way to pay for college, managing tax credits, to understanding the new risks. We are covering our top 3 financial tips you must know if you have kids in college in this episode of the Wise Money Show.
Season 7 Episode 5
Saturday Sep 11, 2021
What Happens When You Inherit an HSA?
Saturday Sep 11, 2021
Saturday Sep 11, 2021
As High Deductible Health Plans have grown in popularity over the past decade, more and more people are contributing to a Health Savings Account (HSA) for a versatile financial tool in their financial plan. But how does an HSA work when it’s inherited by someone after the owner passes away? Does it work like an IRA or Roth, or is it different? The answers might surprise you and may influence how you use and fund your HSA. That and more coming up on this episode of the Wise Money Show!
Season 7 Episode 3
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 Apr 10, 2021
Time to Prepare for Higher Taxes
Saturday Apr 10, 2021
Saturday Apr 10, 2021
The Biden Administration has been floating ideas about how they plan to increase taxes to help cover more spending in the future. What are the ways you can prepare for higher tax rates in the future? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 33
Saturday Feb 27, 2021
The Most Important Variable When Retiring
Saturday Feb 27, 2021
Saturday Feb 27, 2021
There are 5 factors, or 5 major variables, that influence your ability to retire with confidence. They are all interrelated, but is there one area of the five that is most important? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 27
Saturday Feb 13, 2021
The Biggest Tax Questions from 2020
Saturday Feb 13, 2021
Saturday Feb 13, 2021
Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you have to pay tax on your unemployment? What can I deduct for home office expenses? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 25
Saturday Jan 30, 2021
How Much House Can You Afford?
Saturday Jan 30, 2021
Saturday Jan 30, 2021
How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more important than ever to ensure you have the right clarity on how much house you can afford. We're covering that and more in this episode of Wise Money!
Season 6 Episode 23
Saturday Dec 05, 2020
It's the Most Financially-Stressful Time of the Year
Saturday Dec 05, 2020
Saturday Dec 05, 2020
It’s supposed to be the most wonderful time of the year, but for many people, it is the most stressful time of the year when it comes to your finances. We’re going to solve this today by helping you put in place some habits to permanently relieve the holiday financial stress and put the joy back in this season.
Season 6 Episode 15
Saturday Nov 14, 2020
The Financial Confidence Account
Saturday Nov 14, 2020
Saturday Nov 14, 2020
Do you have confidence in your financial life? If not, we’ll help you build that confidence today through a Financial Confidence Account, also known as an Emergency Fund. Having money in this account allows you confidence and peace of mind to pursue your other financial goals and that you’re prepared for a financial crisis. We'll tell you exactly what it is and how to fund it in this episode of the Wise Money Show.
Season 6 Episode 12