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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
May 29, 2021
May 29, 2021
42 min
This week we’re discussing the creative financial planning strategies for those of you looking to retire before age 59 ½. Where can you get access to cash and avoid the 10% early withdrawal penalty? We share our ideas in this episode of Wise Money!
Season 6 Episode 40
May 22, 2021
May 22, 2021
42 min
Long-term financial success is much more attainable if you start on the right track. Therefore, once graduating high school, how do you financially navigate your three choices of what to do next? Each of these choices has different financial ramifications, so we want to help you, or your son or daughter, succeed financially by getting started on the right path. That and more in this episode of Wise Money!
Season 6 Episode 39
May 15, 2021
May 15, 2021
42 min
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
Apr 17, 2021
Apr 17, 2021
42 min
The SECURE Act introduced the 10-Year Rule for withdrawing inherited retirement accounts and it is going to represent a significant tax increase for your beneficiaries on your hard-earned savings. What are some creative financial planning strategies to manage the 10-Year Rule? We are covering that and more in this episode of the Wise Money Show!
Season 6 Episode 34
Apr 10, 2021
Apr 10, 2021
42 min
The Biden Administration has been floating ideas about how they plan to increase taxes to help cover more spending in the future. What are the ways you can prepare for higher tax rates in the future? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 33
Apr 3, 2021
Apr 3, 2021
42 min
What’s the right age to begin talking to your kids about money? Do you wait until they get a job, or when they are in high school or college? How do you do so effectively so that they avoid the common financial mistakes that young adults make? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 32
Mar 20, 2021
Mar 20, 2021
42 min
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
Mar 13, 2021
Mar 13, 2021
42 min
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
Mar 6, 2021
Mar 6, 2021
42 min
Part 2 of the biggest tax questions from the pandemic, joined once again by CPA Ryan Fair. During the pandemic, many employees shifted to working from home - can you get a write-off on your taxes for it? What about all those home DIY projects you completed? Those questions and more on this episode of Wise Money!
Season 6 Episode 28
Feb 13, 2021
Feb 13, 2021
42 min
Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you have to pay tax on your unemployment? What can I deduct for home office expenses? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 25