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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 21, 2022
Saturday May 21, 2022
Although a market pullback has been anticipated, the timing and magnitude of it is always unknown. What is causing the recent pullback, when might markets bottom, and what adjustments should you make with your investments during the volatile market? We are answering those questions and more during this episode of the Wise Money Show.
Season 7 Episode 39
Links: https://www.investopedia.com/articles/fundamental-analysis/09/market-investor-axioms.asp https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
Saturday Mar 12, 2022
Saturday Mar 12, 2022
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
Saturday Feb 26, 2022
Saturday Feb 26, 2022
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
Saturday Feb 19, 2022
Saturday Feb 19, 2022
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
Saturday Feb 12, 2022
Saturday Feb 12, 2022
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
Saturday Jan 29, 2022
Saturday Jan 29, 2022
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
Saturday Jan 22, 2022
Saturday Jan 22, 2022
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
Saturday Jan 15, 2022
Saturday Jan 15, 2022
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
Saturday Jan 08, 2022
Saturday Jan 08, 2022
Lots of people are leaving the workforce or changing jobs, a phenomenon called the Great Resignation. With the Great Resignation there is the great decision - what do you do with your 401(k) at your old job? What are your options and what is the wise decision to make with these dollars? We'll help you answer that on this episode of Wise Money.
Season 7 Episode 20
Saturday Dec 18, 2021
Saturday Dec 18, 2021
What are the contribution limits to IRA’s, 401(k)’s, and HSA’s for 2022 and how should that influence your tax shelter strategy? We’ve got those answers coming up, but more important than that, what is your overarching tax shelter strategy? That and more coming up in this episode of the Wise Money Show!
Season 7 Episode 17