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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 Apr 30, 2022
Worst Ways to Draw Money From Retirement Accounts
Saturday Apr 30, 2022
Saturday Apr 30, 2022
When you need to start drawing money from your retirement accounts, there are good ways to do it and there are not so good ways to do it. We are telling you the worst ways to withdraw money from retirement accounts so you can avoid it on this episode of Wise Money.
Season 7 Episode 36
Saturday Apr 23, 2022
Biggest Financial Surprises in Retirement
Saturday Apr 23, 2022
Saturday Apr 23, 2022
When you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and decisions you'll face when you get into retirement? We've helped thousands of people retire and from that experience, we want to share what the biggest surprises are in retirement and how to prepare for them during this episode of the Wise Money Show.
Season 7 Episode 35
Saturday Apr 16, 2022
Is Now the Time to Lease a Car?
Saturday Apr 16, 2022
Saturday Apr 16, 2022
Car prices have absolutely skyrocketed over the past year -- car lots are empty and used cars are going up in value, not down. Is now the time to consider leasing a vehicle? We'll help you decide in this episode of the Wise Money Show!
Season 7 Episode 34
Saturday Apr 09, 2022
How a Password Manager Can Help Your Estate Plan
Saturday Apr 09, 2022
Saturday Apr 09, 2022
A password manager is a helpful tool that not only keeps your passwords safe but can also be a huge benefit for your estate plan. We'll explain what a password manager is and how they work in this episode of the Wise Money Show.
Season 7 Episode 33
Saturday Apr 02, 2022
How to Pay Off Your Mortgage Near Retirement
Saturday Apr 02, 2022
Saturday Apr 02, 2022
With house prices going up, it is likely to become more common to have a mortgage in retirement. Should you avoid having a mortgage in retirement? What strategies should you consider to pay off your mortgage near or in early retirement? We are covering that and more in this episode of the Wise Money Show.
Season 7 Episode 32
Saturday Mar 26, 2022
Areas of Your Finances You Don’t Realize Are Connected
Saturday Mar 26, 2022
Saturday Mar 26, 2022
Your financial life is more interconnected than you realize, which is why it is essential that you take a comprehensive financial planning approach to your financial life and decisions. What are the most common areas of your financial life that you didn't realize were actually connected and why? We'll explain in this episode of the Wise Money Show.
Season 7 Episode 31
Saturday Mar 19, 2022
3 Ways Assets Transfer at Death
Saturday Mar 19, 2022
Saturday Mar 19, 2022
When you pass away, who gets your assets and how they get them is critically important. The decisions -- hopefully the proactive, planful decisions -- that you make can influence the amount of stress and cost there is during this emotional time. In this episode, we share the three ways that assets transfer when you die, which one is preferred, and how to proactively structure your assets for a prudent estate plan.
Season 7 Episode 30
Saturday Mar 12, 2022
Tax Changes You Need to Be Aware of BEFORE You File
Saturday Mar 12, 2022
Saturday Mar 12, 2022
Did you trade cryptocurrency in 2021? What about repaying a Coronavirus Related Distribution? Those are just a couple of the unique issues you may face when filing your taxes this year. Guest Ryan Fair, CPA, CFP® joins us to bring clarity to these tax changes and others on this week's episode of Wise Money!
Season 7 Episode 29
Saturday Mar 05, 2022
3 Ways to Optimize How You Contribute to an HSA
Saturday Mar 05, 2022
Saturday Mar 05, 2022
As HSA (Health Savings Account) eligible High Deductible Health Plans become more popular, and as tax laws adapt such that the HSA is an even more versatile tool for your finances, how can you optimize the way you contribute and use your HSA? We're sharing three unique ways that you should consider implementing in your finances on this episode of Wise Money.
Season 7 Episode 28
Saturday Feb 26, 2022
How Stocks Perform With Rising Interest Rates
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