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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
Aug 29, 2020
Aug 29, 2020
42 min
Comprehensive Financial Planning is more than just investments. It is applying wisdom to your financial decisions with all 6 areas of your financial life in mind. The Wise Money Movement covers Retirement planning, Tax Planning, Investments, Protection Planning (Insurance), Present Financial Position (Cashflow/Budgeting), and Estate Planning. In this episode, you will learn how each of these areas works together to help you achieve your financial goals.
Season 6 Episode 1
Aug 15, 2020
Aug 15, 2020
42 min
As banking goes digital, 2020 proves the value of having a relationship with your local bank. In today’s episode, Mike brings Dana Trowbridge and Brandon Williamson from First State Bank into the Wise Money studio to discuss the ways banks have served small businesses during this pandemic and why it is important to have a relationship with your banker.
Season 5 Episode 51
Aug 8, 2020
Aug 8, 2020
42 min
We’re discussing the number one financial regret that families had as the coronavirus recession started. We’ll tell you not only what it was, but also help you avoid having this regret in your life. That and more coming up in this episode of Wise Money.
Season 5 Episode 50
Aug 1, 2020
Aug 1, 2020
42 min
In John Templeton’s timeless “16 Rules for Investment Success” he writes that the four most costly words in investing are “This Time It's Different.” Well, it is finally true in this instance? Is the stock market truly different this time? That and more coming up in this episode of Wise Money!
Season 5 Episode 49
Jul 25, 2020
Jul 25, 2020
42 min
Today’s recession is putting even more strain on an already broken Social Security system. With the current projection showing that Social Security would be insolvent within 15 years, what options are there to fix the problem, and how should this influence your financial plan? That and listener questions in this episode of Wise Money!
Season 5 Episode 48
Jul 18, 2020
Jul 18, 2020
42 min
How are your investments performing so far this year? The stock market in 2020 will go down in the history books, and we’re only halfway through the year. The big question is after the huge swings in the 1st and 2nd quarters, what should you expect from the markets the rest of this year and how should that influence your investment decisions? We are providing a Stock Market Update in this episode of Wise Money!
Season 5 Episode 47
Jul 4, 2020
Jul 4, 2020
42 min
Happy Independence Day! Comprehensive Financial Planning is all about helping you achieve your own version of financial freedom. What’s that look like for you and what steps do you need to take in all 6 areas to help you reach the peace of mind that comes from Financial Freedom? We are helping you determine that in today's episode!
Season 5 Episode 45
Jun 20, 2020
Jun 20, 2020
42 min
Social Security is an extremely important financial benefit, but it is also extremely confusing. Make sure you don’t inadvertently penalize your Social Security by taking the wrong steps in your financial life. We will tell you what Social Security traps to watch out for in this episode of Wise Money!
Season 5 Episode 43
Jun 13, 2020
Jun 13, 2020
42 min
What’s the best overall investment strategy? How did you decide what to invest in within your 401(k), and how should you invest your IRA’s, Roth’s, 529 plans, and other accounts? We will help you decide what is best for your financial plan in this episode of Wise Money!
Season 5 Episode 42
Jun 6, 2020
Jun 6, 2020
42 min
Is it possible to pay tax on capital gains if you never sold any investments? The answer is yes due to the different types of capital gains there are on various investments. We'll help you understand this unique circumstance, and let you know how to avoid it in this episode of Wise Money!
Season 5 Episode 41