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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 Nov 21, 2020
Saturday Nov 21, 2020
We often talk about the benefits of starting early for retirement, but how young is too young? The Roth IRA can be a very advantageous financial instrument for those that start investing for the future at a young age. We're hitting the rules for Roth IRA's for teens in today's episode!
Season 6 Episode 13
Saturday Nov 07, 2020
Saturday Nov 07, 2020
With the most contentious election day in modern history behind us, the American people are still left wondering who will be in the White House next year. Unsure of who it will be, we’re discussing how you should plan for what could be ahead with the markets and your money.
Season 6 Episode 11 (recorded Friday, November 6)
Saturday Oct 31, 2020
Saturday Oct 31, 2020
No surprise considering all that’s happening in the world, but Socially Responsible Investing has become a big trend on Wall Street and with investors the past couple of years. However, the term can mean different things to different people. What does Socially Responsible Investing mean and is it wise? That and listener questions on Wise Money.
Season 6 Episode 10
Saturday Oct 24, 2020
Saturday Oct 24, 2020
Are you up to speed on all of the unique tax law changes that apply in 2020? Tax planning should be a focus of your comprehensive financial plan, and this year there are more tax planning ideas than in most years thanks to the CARES Act and other stimulus plans. We’re talking through different tax strategies, breaking them down, and helping you pay fewer taxes coming up on this episode.
Season 6 Episode 9
Saturday Oct 10, 2020
Saturday Oct 10, 2020
The ballooning federal debt has now pushed America's debt level over our nation's annual GDP, with it projected to stay above that level for the foreseeable future. Should investors be worried about this and what are the implications in your own personal life? We are covering that and more in this episode of Wise Money!
Season 6 Episode 7
Saturday Oct 03, 2020
Saturday Oct 03, 2020
Most people can agree they hate losing money. So when it comes to filing taxes, married couples often wonder whether they are better off filing jointly or married filing separately. Joined by CPA Ryan Fair, we’re going to put the debate to rest today and discuss a handful of other tax planning considerations in this episode of Wise Money!
Season 6 Episode 6
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
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
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
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