Many people experienced unpleasant tax surprises when they filed their taxes in 2022, even more than in the past. We have CPA Ryan Fair on the show to help explain why there was an increase in tax surprises, how you can avoid them, and what to do if you face the nastiest of tax surprises - a tax notice? That and more on this episode of the Wise Money Show.
With the stock market declines and volatility we've seen this year, just about everyone is asking the same questions - Should I make changes to my investments? The answer depends on whether you've got the right investment strategies structured to take the right level of risk that is consistent with your long-term financial plan. More insight on that during this episode of the Wise Money Show.
The financial decisions you make in your 20s can affect your finances for years to come. Between student loans, starting saving for retirement, and expensive housing markets, the pressure to make the correct financial decision can seem daunting. We're helping you make wise financial decisions as we wrap up our series on the best financial advice by decade in this episode of The Wise Money Show.
Season 7 Episode 46
In your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant financial decisions — like having kids, purchasing a bigger house, changing careers, and more. Whether you are entering your 30s or halfway through, we are helping you face the biggest financial planning decisions in your 30s on this episode of The Wise Money Show.
Season 7 Episode 45
Your 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While time is still on your side before retirement, but not for long, your financial life needs to be a priority. What are the major financial decisions you will make in your 40s? We're helping you navigate those in this episode of the Wise Money Show.
Season 7 Episode 44
Financial planning in your 50s may be the most important decade. In your 50s you have significant competing financial priorities like helping kids with college, maybe a big home decision or wedding to help pay for, and that is on top of making a final push for retirement. How do you plan appropriately for all of these items? We're helping you with the biggest financial decisions you'll face in this episode of the Wise Money Show.
Season 7 Episode 43
The decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the most important decisions you will face in your 60s during this episode of the Wise Money Show.
Season 7 Episode 42
Depending on your age, certain areas of your financial life require more attention. In this new series, we're going to highlight one decade at a time to discuss what important financial decisions need to be made during that stage of life. We kick off the series by starting in your 70s; on this episode of Wise Money.
Season 7 Episode 41
The Roth IRA does not have a required minimum distribution (RMD) like the IRA does once you turn 72. But, do you have to take an RMD from a Roth 401(k)? We're covering that topic and answering other listener questions during this episode of the Wise Money Show.
Season 7 Episode 40
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/