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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 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 Feb 05, 2022
Saturday Feb 05, 2022
When you are moving, it’s imperative that you act fast in today’s housing market. Often times that means you start the buying process before you start the selling process of your existing home. This reversal has many people wondering where their down payment should come from for the home they are purchasing. We’ll share the top ideas on this episode of The Wise Money Show.
Season 7 Episode 24
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 Jan 01, 2022
Saturday Jan 01, 2022
Start the new year out right by learning and putting to use the Wise Money Financial Goal Planning Process. Whether you have a New Years' resolution you're hoping to achieve in 2022 or simply need to set or update your financial goals. We're sharing the Wise Money Financial Goal Planning Process in this hour of the Wise Money Show.
Season 7 Episode 19
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
Saturday Dec 11, 2021
Saturday Dec 11, 2021
Two tax credits got a facelift for 2022 and are now significantly more beneficial to families, only if you’re eligible. In this episode of The Wise Money Show, we’re going to explain the important changes to these tax credits, the Child Tax Credit and the Child and Dependent Care Credit, and share options on how you can maximize their benefit to you.
Season 7 Episode 16
Saturday Dec 04, 2021
Saturday Dec 04, 2021
Another year is coming to a close and so are many financial strategies that have a December 31st deadline. What action steps do you need to take in your finances before the year is up? We’ve got our top 5 and more coming up this hour of the Wise Money Show.
Season 7 Episode 15
Saturday Nov 27, 2021
Saturday Nov 27, 2021
What is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time highs, is it a good idea to invest this money in stocks, or is there a better solution? The current investment world has created a big decision between safety of principle and the ability to earn a return. We're sharing our perspective and answering questions from fans of the show on this hour of the Wise Money Show!
Season 7 Episode 14