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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
Mar 28, 2020
Mar 28, 2020
42 min
Despite recent efforts to simplify the US tax code, it seems it is more complicated than ever before. As a result, tax time can be confusing—and frustrating—for taxpayers. On today’s episode of The Wise Money Show, Mike and Josh welcome Korhorn Financial Group CPA Ryan Fair back to the show to answer some of the most common tax questions as the tax filing deadline approaches. Join us to see how the new SECURE Act changes the game, when your children need to start filing their own taxes, and much more.
This episode was recorded prior to the IRS extending the tax filing deadline to July 15, 2020.
Season 5 Episode 31
Mar 21, 2020
Mar 21, 2020
42 min
Your Financial Skill Stack includes a wide range of knowledge and specific capabilities that can help you achieve your version of financial success. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss how to identify what your Skill Stack needs to be, which skills you can acquire and which you should hire, and how to be sure every ability in your Skill Stack is working together in concert to continuously strengthen your financial foundation.
Season 5 Episode 30
Mar 14, 2020
Mar 14, 2020
42 min
Investors have reacted sharply to the combination of the coronavirus and OPEC’s failure to reach an agreement on oil prices and production. The result has been a dramatic tumble in the stock market that has many investors wondering how to respond. Has your strategy already kicked in to help preserve your assets? If not, are there adjustments you can make now to minimize the impact on your financial life? On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss what’s happening and why, and then walk through what steps you can take to help protect your own financial stability in these challenging times.
Season 5 Episode 29
Mar 7, 2020
Mar 7, 2020
42 min
Unlike 2018, 2019 didn’t deliver any major changes to the tax law. However, in this final stretch of tax season, there are still things you need to know to be sure your taxes reflect any changes in your own life and also optimize the current tax law to your advantage. On today’s episode of The Wise Money Show, Mike and Josh welcome CPA Ryan Fair back to the show to share some of our team’s key learnings from the more than 2,700 returns they are preparing for our clients this year—and what you can do to be sure you are on the right course toward an optimal outcome for your 2019 taxes.
Season 5 Episode 28
Feb 29, 2020
Feb 29, 2020
42 min
Feb 22, 2020
Feb 22, 2020
42 min
Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the importance of having a financial plan that can adapt as your goals change over time, and the process that can help you make wise financial decisions—no matter what surprises life throws your way.
Season 5 Episode 26
Feb 15, 2020
Feb 15, 2020
42 min
If you've ever had a side hustle or ever thought about starting one, do you know how it will affect your taxes? It is becoming more and more common to have side income that you need to report on your tax return. Whether that is rental income from Air BNB, side income from driving Uber or Lyft, or selling items online, it is critical that you know how to handle reporting that income on your taxes. In this episode, we are talking you through the top five tax tips to help you minimize taxes for your side hustle.
Season 5 Episode 25
Feb 8, 2020
Feb 8, 2020
42 min
The 2019 tax season is officially underway! To make sure you are getting the most from your return, we are covering the most important items you need to look out for. While there aren't big tax law changes like we saw for 2018, there are still several items you need to know about to be confident when filing your return. We welcome back Ryan Fair, CPA, CFP® to help you get the right start on your taxes.
Season 5 Episode 24
Jan 25, 2020
Jan 25, 2020
42 min
Big changes were signed into law in December through the SECURE ACT (Setting Every Community Up for Retirement Enhancement) and it will impact your financial life and the decisions you make about retirement. We are explaining the biggest changes and what impact it has on savers and retirees in this episode.
Season 5 Episode 22
Jan 18, 2020
Jan 18, 2020
42 min
Many investors were surprised by the incredible stock market performance in 2019. Should you be skeptical about where the markets are heading in 2020? In this episode, we are sharing our thoughts on the factors that will drive the stock market and how you should be positioning your investments for the year ahead.