
412.3K
Downloads
543
Episodes
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 Apr 16, 2022
Is Now the Time to Lease a Car?
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
How a Password Manager Can Help Your Estate Plan
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
How to Pay Off Your Mortgage Near Retirement
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
Areas of Your Finances You Don’t Realize Are Connected
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
Tax Changes You Need to Be Aware of BEFORE You File
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
3 Ways to Optimize How You Contribute to an HSA
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

Saturday Feb 26, 2022
How Stocks Perform With Rising Interest Rates
Saturday Feb 26, 2022
Saturday Feb 26, 2022
To combat inflation, the Fed is set to increase interest rates multiple times this year. What happens to stocks when the Fed is raising rates, and what other financial implications do you need to be aware of in this rising rate environment? That and more on this hour of the Wise Money Show!
Season 7 Episode 27

Saturday Feb 19, 2022
Tax Strategies To Implement For This Tax Season
Saturday Feb 19, 2022
Saturday Feb 19, 2022
It's tax season again, and this one comes with a host of new rules just like the last several. What tax planning strategies should you be on the lookout for this tax season and ready to implement before you file your taxes? That and more on this hour of Wise Money.
Season 7 Episode 26

Saturday Feb 12, 2022
Important Ages in Your Financial Life
Saturday Feb 12, 2022
Saturday Feb 12, 2022
Your age can influence what financial options are available to you and therefore can influence your financial plan and decision making. What are those important inflection ages so that you can properly plan ahead? We're going to run through your entire financial life pointing out the inflection ages so that you can plan ahead. That and more in today's episode of Wise Money!
Season 7 Episode 25

Saturday Feb 05, 2022
The Best Place to Get Your Down Payment for a House
Saturday Feb 05, 2022
Saturday Feb 05, 2022
When you are moving, it’s imperative that you act fast in today’s housing market. Often times that means you start the buying process before you start the selling process of your existing home. This reversal has many people wondering where their down payment should come from for the home they are purchasing. We’ll share the top ideas on this episode of The Wise Money Show.
Season 7 Episode 24
