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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 May 14, 2022
Saturday May 14, 2022
There are times when you should consider a Roth Conversion, and times in your financial life when it doesn't make sense. For the times when you should consider doing one, what steps should you follow to do the Roth Conversion? Following these steps will help you avoid unnecessary and costly mistakes. That and more during this episode of the Wise Money Show.
Season 7 Episode 38
Saturday May 07, 2022
Saturday May 07, 2022
If you need to access your IRA after turning age 59.5, you are able to do so and pay the taxes on your withdrawal without penalty. However, what if you need to access your funds before that age? What are the exceptions to the 10% early withdrawal penalty when taking IRA withdrawals prior to age 59.5? We'll share them and some changes to this list during this episode of the Wise Money show.
Season 7 Episode 37
Saturday Apr 30, 2022
Saturday Apr 30, 2022
When you need to start drawing money from your retirement accounts, there are good ways to do it and there are not so good ways to do it. We are telling you the worst ways to withdraw money from retirement accounts so you can avoid it on this episode of Wise Money.
Season 7 Episode 36
Saturday Apr 23, 2022
Saturday Apr 23, 2022
When you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and decisions you'll face when you get into retirement? We've helped thousands of people retire and from that experience, we want to share what the biggest surprises are in retirement and how to prepare for them during this episode of the Wise Money Show.
Season 7 Episode 35
Saturday Apr 16, 2022
Saturday Apr 16, 2022
Car prices have absolutely skyrocketed over the past year -- car lots are empty and used cars are going up in value, not down. Is now the time to consider leasing a vehicle? We'll help you decide in this episode of the Wise Money Show!
Season 7 Episode 34
Saturday Apr 09, 2022
Saturday Apr 09, 2022
A password manager is a helpful tool that not only keeps your passwords safe but can also be a huge benefit for your estate plan. We'll explain what a password manager is and how they work in this episode of the Wise Money Show.
Season 7 Episode 33
Saturday Apr 02, 2022
Saturday Apr 02, 2022
With house prices going up, it is likely to become more common to have a mortgage in retirement. Should you avoid having a mortgage in retirement? What strategies should you consider to pay off your mortgage near or in early retirement? We are covering that and more in this episode of the Wise Money Show.
Season 7 Episode 32
Saturday Mar 26, 2022
Saturday Mar 26, 2022
Your financial life is more interconnected than you realize, which is why it is essential that you take a comprehensive financial planning approach to your financial life and decisions. What are the most common areas of your financial life that you didn't realize were actually connected and why? We'll explain in this episode of the Wise Money Show.
Season 7 Episode 31
Saturday Mar 12, 2022
Saturday Mar 12, 2022
Did you trade cryptocurrency in 2021? What about repaying a Coronavirus Related Distribution? Those are just a couple of the unique issues you may face when filing your taxes this year. Guest Ryan Fair, CPA, CFP® joins us to bring clarity to these tax changes and others on this week's episode of Wise Money!
Season 7 Episode 29
Saturday Mar 05, 2022
Saturday Mar 05, 2022
As HSA (Health Savings Account) eligible High Deductible Health Plans become more popular, and as tax laws adapt such that the HSA is an even more versatile tool for your finances, how can you optimize the way you contribute and use your HSA? We're sharing three unique ways that you should consider implementing in your finances on this episode of Wise Money.
Season 7 Episode 28