326.6K
Downloads
503
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
Saturday Nov 06, 2021
Saturday Nov 06, 2021
Should the recent surge in inflation impact your financial plan? Inflation has picked up in a measured way as the economy has emerged from the Covid recession. How can you insolate your finances if inflation continues trending higher? We're covering that and more on this episode of The Wise Money Show!
Season 7 Episode 11
Saturday Oct 23, 2021
Saturday Oct 23, 2021
US stocks have outperformed international stocks handily over the past 12 years. Is it wise to continue to diversify your investments with international markets, or is that an outdated approach to investing? We'll discuss that and more in this episode of Wise Money.
Season 7 Episode 9
Saturday Oct 16, 2021
Saturday Oct 16, 2021
Lots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is more vital than when nearing retirement. What are the top tax moves to make as you near retirement? Our answers and more in this episode of The Wise Money Show.
Season 7 Episode 8
Saturday Jul 17, 2021
Saturday Jul 17, 2021
The US stock market has had one of its most consistent performances through the first six months in history, yet there have been challenges bubbling beneath the surface. We break down the investment results of the first six months and share our perspective for the rest of 2021 in this episode of the Wise Money Show!
Season 6 Episode 47
Saturday Jun 26, 2021
Saturday Jun 26, 2021
What role, if any, should Bitcoin or other cryptocurrencies play in your financial life and financial plan? Is the attention worth it and you should get in early on this investment while you can...or is this pure speculation and you’re better off ignoring all of the hype? We’re sharing our perspective and more this hour on Wise Money.
Season 6 Episode 44
Saturday Jun 05, 2021
Saturday Jun 05, 2021
The Roth IRA is one of the most versatile financial instruments available. While it gets a lot of attention, it also has some very strange rules that come along with it. We're sharing our top 5 obscure rules about the Roth IRA that you need to know and answering listener questions on this episode of Wise Money!
Season 6 Episode 41
Saturday May 15, 2021
Saturday May 15, 2021
Despite the Federal Reserve downplaying inflation, prices appear to be rising rapidly. What’s the truth about inflation, is it going to be a huge concern, and what should you be doing with your money? We are covering that and more in this episode of Wise Money!
Season 6 Episode 38
Saturday Apr 24, 2021
Saturday Apr 24, 2021
We all understand the concept of saving up for retirement, but what about investing in retirement? Should your investment approach and risk level change as you near and enter retirement? We're hitting that and more in this episode of Wise Money!
Season 6 Episode 35
Saturday Mar 20, 2021
Saturday Mar 20, 2021
The latest stimulus plan brought on significant tax changes, some of which even impact your return for 2020. Changes include the extension of the tax filing deadline to May 17, 2021, taxation on unemployment benefits, additional stimulus payments, and changes to the child tax credits. We’re sharing details with you in this episode of Wise Money.
Season 6 Episode 30
Saturday Mar 13, 2021
Saturday Mar 13, 2021
The CARES Act gave people unprecedented access to their retirement accounts during the pandemic. A Kiplingers poll showed an alarming statistic, that nearly 25% of Americans withdrew or borrowed from their retirement to cover basic living expenses during the pandemic. Is there an unintended consequence to withdrawing funds early? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 29