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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 Jan 22, 2022
Saturday Jan 22, 2022
Are there gaps in your retirement savings? Inevitably there will be times in your life when you’re unable to save what you hoped, or a retirement plan is unavailable to you through your employer. What are your options then and what action should you take? We're helping you with that on today's episode of Wise Money!
Season 7 Episode 22
Saturday Jan 15, 2022
Saturday Jan 15, 2022
2021 was one of the best years in Stock Market history with index performance more than double the long-term average and volatility well below normal. What should we expect for 2022 and how should you position your investments for the new year? We're hitting all of that and more this hour on Wise Money!
Season 7 Episode 21
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 25, 2021
Saturday Dec 25, 2021
Merry Christmas from the Wise Money Show!
How can you eliminate the financial stress that tends to be ever-present this time of year? The holidays don’t have to be that way with the right financial structure. We’ll address the 3 most common areas of financial stress over the holidays to help you eliminate them for good in this episode of the Wise Money Show.
Season 7 Episode 18
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
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