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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
Mar 19, 2022
Mar 19, 2022
42 min
When you pass away, who gets your assets and how they get them is critically important. The decisions -- hopefully the proactive, planful decisions -- that you make can influence the amount of stress and cost there is during this emotional time. In this episode, we share the three ways that assets transfer when you die, which one is preferred, and how to proactively structure your assets for a prudent estate plan.
Season 7 Episode 30
Mar 12, 2022
Mar 12, 2022
42 min
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
Mar 5, 2022
Mar 5, 2022
42 min
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
Feb 26, 2022
Feb 26, 2022
42 min
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
Feb 19, 2022
Feb 19, 2022
42 min
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
Feb 12, 2022
Feb 12, 2022
42 min
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
Feb 5, 2022
Feb 5, 2022
42 min
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
Jan 29, 2022
Jan 29, 2022
42 min
The stock market when from unusually calm to extremely turbulent in just a matter of days. What is causing the recent volatility and what's the best way to manage it? That and more on this episode of the Wise Money Show.
Season 7 Episode 23
Jan 22, 2022
Jan 22, 2022
42 min
Are there gaps in your retirement savings? Inevitably there will be times in your life when you’re unable to save what you hoped, or a retirement plan is unavailable to you through your employer. What are your options then and what action should you take? We're helping you with that on today's episode of Wise Money!
Season 7 Episode 22
Jan 15, 2022
Jan 15, 2022
42 min
2021 was one of the best years in Stock Market history with index performance more than double the long-term average and volatility well below normal. What should we expect for 2022 and how should you position your investments for the new year? We're hitting all of that and more this hour on Wise Money!
Season 7 Episode 21