529.1K
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
Dec 5, 2020
Dec 5, 2020
42 min
It’s supposed to be the most wonderful time of the year, but for many people, it is the most stressful time of the year when it comes to your finances. We’re going to solve this today by helping you put in place some habits to permanently relieve the holiday financial stress and put the joy back in this season.
Season 6 Episode 15
Nov 28, 2020
Nov 28, 2020
42 min
The average person needs to be collaborating with 5 different financial professionals in their life in order to be on the right track. There’s a fundamental flaw in this model though. Who are these five individuals and why is this problematic? We're going to tell you this episode of Wise Money.
Season 6 Episode 14
Nov 21, 2020
Nov 21, 2020
42 min
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
Nov 7, 2020
Nov 7, 2020
42 min
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)
Oct 31, 2020
Oct 31, 2020
42 min
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
Oct 17, 2020
Oct 17, 2020
42 min
Medicare is the most important health insurance decision you’ll make in your life, yet it's terribly confusing. Joined by Medicare experts, Ted Foster and Craig A. Wiker, we’ll break this complex plan down to its simple parts in today’s episode of Wise Money.
Season 6 Episode 8
Oct 10, 2020
Oct 10, 2020
42 min
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
Oct 3, 2020
Oct 3, 2020
42 min
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
Sep 12, 2020
Sep 12, 2020
42 min
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
Sep 5, 2020
Sep 5, 2020
42 min
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