529K
Downloads
577
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
Feb 27, 2021
Feb 27, 2021
42 min
There are 5 factors, or 5 major variables, that influence your ability to retire with confidence. They are all interrelated, but is there one area of the five that is most important? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 27
Feb 20, 2021
Feb 20, 2021
42 min
The WallStreetBets and GameStop (GME) short squeeze will go down in stock market history, but it is as confusing as it was entertaining. We’ll explain what led up to it, what happened, and the possible long-term implications it will make on the stock market in this episode of Wise Money!
Season 6 Episode 26
Feb 13, 2021
Feb 13, 2021
42 min
Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you have to pay tax on your unemployment? What can I deduct for home office expenses? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 25
Feb 6, 2021
Feb 6, 2021
42 min
Should you have a different investment strategy for your Roth IRA as you do for your 401(k)? Do certain investment strategies make sense in some accounts but not others? This episode we're discussing whether it makes sense to use a different investment strategy for your different types of investment accounts.
Season 6 Episode 24
Jan 30, 2021
Jan 30, 2021
42 min
How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more important than ever to ensure you have the right clarity on how much house you can afford. We're covering that and more in this episode of Wise Money!
Season 6 Episode 23
Jan 23, 2021
Jan 23, 2021
42 min
Health insurance remains one of the most important factors in someone's ability and timing of retirement. If you are retiring before age 65, what are your options for health insurance and how would you rank or prioritize those options? We are hitting that and more in this episode of the Wise Money Show!
Season 6 Episode 22
Jan 16, 2021
Jan 16, 2021
42 min
We are in a Retirement Boom...more people are retiring now than ever before. Due to the risks and challenges in a coronavirus world, and inflated stock prices, people are retiring earlier than they planned. Wherever that hits you, how do you know if you’re ready? We're covering that and more in today's episode of Wise Money!
Season 6 Episode 21
Jan 9, 2021
Jan 9, 2021
42 min
2020 will go down as one of the most unusual years in stock market history. What investment opportunities should you watch out for in 2021 and what moves should you make in your portfolio? We are covering that and more in this episode!
Season 6 Episode 20
Dec 26, 2020
Dec 26, 2020
42 min
With 2020 almost over, some critical tax planning opportunities are about to expire as well. What are the tax planning steps you need to consider taking right now before they’re gone? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 18
Dec 19, 2020
Dec 19, 2020
42 min
Many people hope to retire early, a trend only increased thanks to the Covid-19 pandemic. Few, however, can actually pull it off successfully. What are the main financial challenges you must overcome in order to retire early? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 17