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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
Saturday May 23, 2020
Should I Retire in 2020?
Saturday May 23, 2020
Saturday May 23, 2020
With so much changing and so much uncertainty, if you were planning to retire in 2020, is it still safe to do so? We’ll help you know whether you still have the green light, or whether it’s best to postpone one of the biggest financial decisions of your life.
Season 5 Episode 39
Saturday Apr 25, 2020
Should You Have A Mortgage In Retirement?
Saturday Apr 25, 2020
Saturday Apr 25, 2020
Many people have a goal of entering retirement debt-free, which means finding a way of getting the mortgage paid off while also aggressively saving into retirement accounts. Is that the best strategy? Should you do everything possible to avoid having a mortgage in retirement? Those answers and more this episode of Wise Money.
Season 5 Episode 35
Saturday Apr 11, 2020
How the CARES Act Impacts Small Businesses
Saturday Apr 11, 2020
Saturday Apr 11, 2020
How does the CARES Act impact your small business? The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make, especially as a small business owner, decision-maker, or team member. This is the second of a two-part series on what’s in the CARES ACT, including the Paycheck Protection Program (PPP), the Employee Retention Credit, and the Economic Injury Disaster Loan (EIDL) and how it should influence your financial decisions.
Season 5 Episode 33
Saturday Apr 04, 2020
How the CARES Act Impacts You
Saturday Apr 04, 2020
Saturday Apr 04, 2020
The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make. This is the first of a two-part series on what’s in the CARES ACT and how it should influence your financial decisions.
Saturday Mar 21, 2020
How to Build Your Financial Skill Stack
Saturday Mar 21, 2020
Saturday Mar 21, 2020
Your Financial Skill Stack includes a wide range of knowledge and specific capabilities that can help you achieve your version of financial success. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss how to identify what your Skill Stack needs to be, which skills you can acquire and which you should hire, and how to be sure every ability in your Skill Stack is working together in concert to continuously strengthen your financial foundation.
Season 5 Episode 30
Saturday Mar 07, 2020
Tax Tips for Your 2019 Tax Return
Saturday Mar 07, 2020
Saturday Mar 07, 2020
Unlike 2018, 2019 didn’t deliver any major changes to the tax law. However, in this final stretch of tax season, there are still things you need to know to be sure your taxes reflect any changes in your own life and also optimize the current tax law to your advantage. On today’s episode of The Wise Money Show, Mike and Josh welcome CPA Ryan Fair back to the show to share some of our team’s key learnings from the more than 2,700 returns they are preparing for our clients this year—and what you can do to be sure you are on the right course toward an optimal outcome for your 2019 taxes.
Season 5 Episode 28
Saturday Feb 29, 2020
A Trick to Withdrawing Your 401(k) Early
Saturday Feb 29, 2020
Saturday Feb 29, 2020
Saturday Feb 22, 2020
How to Adjust Your Financial Plan
Saturday Feb 22, 2020
Saturday Feb 22, 2020
Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the importance of having a financial plan that can adapt as your goals change over time, and the process that can help you make wise financial decisions—no matter what surprises life throws your way.
Season 5 Episode 26
Saturday Feb 15, 2020
Top Five Tax Tips for Your Side Job
Saturday Feb 15, 2020
Saturday Feb 15, 2020
If you've ever had a side hustle or ever thought about starting one, do you know how it will affect your taxes? It is becoming more and more common to have side income that you need to report on your tax return. Whether that is rental income from Air BNB, side income from driving Uber or Lyft, or selling items online, it is critical that you know how to handle reporting that income on your taxes. In this episode, we are talking you through the top five tax tips to help you minimize taxes for your side hustle.
Season 5 Episode 25
Saturday Feb 08, 2020
What You Need to Know Before You Prepare Your Taxes
Saturday Feb 08, 2020
Saturday Feb 08, 2020
The 2019 tax season is officially underway! To make sure you are getting the most from your return, we are covering the most important items you need to look out for. While there aren't big tax law changes like we saw for 2018, there are still several items you need to know about to be confident when filing your return. We welcome back Ryan Fair, CPA, CFP® to help you get the right start on your taxes.
Season 5 Episode 24