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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 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
Saturday Jun 26, 2021
Saturday Jun 26, 2021
What role, if any, should Bitcoin or other cryptocurrencies play in your financial life and financial plan? Is the attention worth it and you should get in early on this investment while you can...or is this pure speculation and you’re better off ignoring all of the hype? We’re sharing our perspective and more this hour on Wise Money.
Season 6 Episode 44
Saturday Jun 12, 2021
Saturday Jun 12, 2021
Can you buy a house using your 401(k)? What about your IRA? As the housing market is surging, more people are wondering what the rules are for using their retirement money for a down payment. We're covering those rules and reviewing your options in this episode of Wise Money!
Season 6 Episode 42
Saturday Jun 05, 2021
Saturday Jun 05, 2021
The Roth IRA is one of the most versatile financial instruments available. While it gets a lot of attention, it also has some very strange rules that come along with it. We're sharing our top 5 obscure rules about the Roth IRA that you need to know and answering listener questions on this episode of Wise Money!
Season 6 Episode 41
Saturday May 29, 2021
Saturday May 29, 2021
This week we’re discussing the creative financial planning strategies for those of you looking to retire before age 59 ½. Where can you get access to cash and avoid the 10% early withdrawal penalty? We share our ideas in this episode of Wise Money!
Season 6 Episode 40
Saturday May 22, 2021
Saturday May 22, 2021
Long-term financial success is much more attainable if you start on the right track. Therefore, once graduating high school, how do you financially navigate your three choices of what to do next? Each of these choices has different financial ramifications, so we want to help you, or your son or daughter, succeed financially by getting started on the right path. That and more in this episode of Wise Money!
Season 6 Episode 39
Saturday May 15, 2021
Saturday May 15, 2021
Despite the Federal Reserve downplaying inflation, prices appear to be rising rapidly. What’s the truth about inflation, is it going to be a huge concern, and what should you be doing with your money? We are covering that and more in this episode of Wise Money!
Season 6 Episode 38
Saturday Apr 24, 2021
Saturday Apr 24, 2021
We all understand the concept of saving up for retirement, but what about investing in retirement? Should your investment approach and risk level change as you near and enter retirement? We're hitting that and more in this episode of Wise Money!
Season 6 Episode 35
Saturday Apr 17, 2021
Saturday Apr 17, 2021
The SECURE Act introduced the 10-Year Rule for withdrawing inherited retirement accounts and it is going to represent a significant tax increase for your beneficiaries on your hard-earned savings. What are some creative financial planning strategies to manage the 10-Year Rule? We are covering that and more in this episode of the Wise Money Show!
Season 6 Episode 34
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