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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 Sep 26, 2020
Stock Splits Explained
Saturday Sep 26, 2020
Saturday Sep 26, 2020
Both Apple and Telsa split their stock this summer and made major waves in the investment world. Why would a company do a stock split and how did investors fare in each case? We’re talking about the mathematics and psychographics of stock splits on today's episode of the Wise Money Show.
Season 6 Episode 5

Saturday Sep 12, 2020
60/40 Portfolio Is No Longer Enough for Investors
Saturday Sep 12, 2020
Saturday Sep 12, 2020
With interest rates at record lows, it’s never been more difficult for retirees to generate income from their portfolio than it is right now. Is the 60/40 mix dead, and what alternatives should you consider? It's time to rethink the traditional approach to managing risk and obtaining income from your investments in retirement. That and more coming up on this episode of Wise Money!
Season 6 Episode 3

Saturday Sep 05, 2020
The First Thing You Need to Know About Money
Saturday Sep 05, 2020
Saturday Sep 05, 2020
The Rule of 72 is a quick, understandable formula to help investors understand the power of compounding interest. It helps tell approximately how long it will take an investment to double using a given interest rate. We’re explaining more about the rule and how to leverage it in this episode of the Wise Money Show.
Season 6 Episode 2

Saturday Aug 29, 2020
Wise Money Movement - Why Comprehensive Financial Planning?
Saturday Aug 29, 2020
Saturday Aug 29, 2020
Comprehensive Financial Planning is more than just investments. It is applying wisdom to your financial decisions with all 6 areas of your financial life in mind. The Wise Money Movement covers Retirement planning, Tax Planning, Investments, Protection Planning (Insurance), Present Financial Position (Cashflow/Budgeting), and Estate Planning. In this episode, you will learn how each of these areas works together to help you achieve your financial goals.
Season 6 Episode 1

Saturday Aug 15, 2020
The Importance of a Banking Relationship
Saturday Aug 15, 2020
Saturday Aug 15, 2020
As banking goes digital, 2020 proves the value of having a relationship with your local bank. In today’s episode, Mike brings Dana Trowbridge and Brandon Williamson from First State Bank into the Wise Money studio to discuss the ways banks have served small businesses during this pandemic and why it is important to have a relationship with your banker.
Season 5 Episode 51

Saturday Aug 08, 2020
The Greatest Financial Regrets of the COVID Recession
Saturday Aug 08, 2020
Saturday Aug 08, 2020
We’re discussing the number one financial regret that families had as the coronavirus recession started. We’ll tell you not only what it was, but also help you avoid having this regret in your life. That and more coming up in this episode of Wise Money.
Season 5 Episode 50

Saturday Aug 01, 2020
Is the Stock Market Different This Time?
Saturday Aug 01, 2020
Saturday Aug 01, 2020
In John Templeton’s timeless “16 Rules for Investment Success” he writes that the four most costly words in investing are “This Time It's Different.” Well, it is finally true in this instance? Is the stock market truly different this time? That and more coming up in this episode of Wise Money!
Season 5 Episode 49

Saturday Jul 18, 2020
2020 Stock Market Update
Saturday Jul 18, 2020
Saturday Jul 18, 2020
How are your investments performing so far this year? The stock market in 2020 will go down in the history books, and we’re only halfway through the year. The big question is after the huge swings in the 1st and 2nd quarters, what should you expect from the markets the rest of this year and how should that influence your investment decisions? We are providing a Stock Market Update in this episode of Wise Money!
Season 5 Episode 47

Saturday Jul 11, 2020
Questions to Ask Your Financial Advisor
Saturday Jul 11, 2020
Saturday Jul 11, 2020
Not all financial planners and financial advisors are made equal. Depending on their process, convictions, and core beliefs, you could have a very different experience and achieve very different results depending on who you work with. We’re helping you find the right fit for you by sharing the best questions you need to ask a prospective financial planner on today’s episode.
Season 5 Episode 46

Saturday Jul 04, 2020
How to Have Financial Freedom
Saturday Jul 04, 2020
Saturday Jul 04, 2020
Happy Independence Day! Comprehensive Financial Planning is all about helping you achieve your own version of financial freedom. What’s that look like for you and what steps do you need to take in all 6 areas to help you reach the peace of mind that comes from Financial Freedom? We are helping you determine that in today's episode!
Season 5 Episode 45