
343.2K
Downloads
512
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 20, 2021
Mistakes to Avoid When Choosing a Financial Planner
Saturday Nov 20, 2021
Saturday Nov 20, 2021
Choosing the right financial planner can be the difference between you achieving your definition of financial peace or not. What are the most common mistakes that are made when choosing this important professional relationship? We are sharing those and our advice on how to find the right fit in this episode of The Wise Money Show.
Season 7 Episode 13

Saturday Nov 06, 2021
How to Adapt Your Financial Plan For Inflation
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 30, 2021
The Biggest Financial Fears and How to Face Them
Saturday Oct 30, 2021
Saturday Oct 30, 2021
What keeps you up at night financially? What do you worry about or what are you afraid of? The opposite of financial worry is financial peace, so let’s clean out the closet, and confront and solve those financial fears. That and more coming up this hour of the Wise Money Show.
Season 7 Episode 10

Saturday Oct 16, 2021
Top Tax Moves to Make Near Retirement
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 Oct 09, 2021
Misunderstood Tax Laws With Selling a House
Saturday Oct 09, 2021
Saturday Oct 09, 2021
An often misunderstood tax rule is also one that is extremely important and relevant to the average person: the tax exemption for selling your house. Is the entire sale price taxable? What if you sell a house you inherited? What does a primary or principal residence actually mean? CPA Ryan Fair joins us back on the Wise Money Show to discuss these often misunderstood rules.
Season 7 Episode 7

Saturday Oct 02, 2021
Can I Claim My Child on My Taxes if They Made More Money Than I did?
Saturday Oct 02, 2021
Saturday Oct 02, 2021
Taxes can become confusing when your dependent children get jobs and begin earning income. Do they need to file a tax return? Can I still claim them as a dependent? CPA Ryan Fair join us on this episode of Wise Money to sort out these confusing tax rules and more.
Season 7 Episode 6

Saturday Sep 25, 2021
3 Financial Tips if You Have Kids in College
Saturday Sep 25, 2021
Saturday Sep 25, 2021
Having kids in college creates unique complexities in your finances, whether it be the best way to pay for college, managing tax credits, to understanding the new risks. We are covering our top 3 financial tips you must know if you have kids in college in this episode of the Wise Money Show.
Season 7 Episode 5

Saturday Sep 11, 2021
What Happens When You Inherit an HSA?
Saturday Sep 11, 2021
Saturday Sep 11, 2021
As High Deductible Health Plans have grown in popularity over the past decade, more and more people are contributing to a Health Savings Account (HSA) for a versatile financial tool in their financial plan. But how does an HSA work when it’s inherited by someone after the owner passes away? Does it work like an IRA or Roth, or is it different? The answers might surprise you and may influence how you use and fund your HSA. That and more coming up on this episode of the Wise Money Show!
Season 7 Episode 3

Saturday Sep 04, 2021
The Balance Between Wealth and Health
Saturday Sep 04, 2021
Saturday Sep 04, 2021
It’s common to neglect your health to build up wealth, and then use your wealth to (try) regain your health. How can you avoid that cycle and instead obtain a good balance between building wealth and staying healthy? What are ways that you can manage this tension? We have those answers for you and more in this episode of the Wise Money Show!
Season 7 Episode 2

Saturday Aug 28, 2021
At What Age Do Most People Retire?
Saturday Aug 28, 2021
Saturday Aug 28, 2021
What’s the most popular retirement age? What’s the best age for you to retire and how do you determine it? What do the trends say and are you on track? We’re helping with that and more on this week's episode of the Wise Money Show.
Season 7 Episode 1
Related articles:
https://news.gallup.com/poll/234302/snapshot-americans-project-average-retirement-age.aspx
https://www.yahoo.com/now/average-retirement-age-every-state-160000077.html