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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 May 15, 2021
Saturday May 15, 2021
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
Saturday May 08, 2021
Saturday May 08, 2021
Where are the biggest financial gaps that a comprehensive approach to your finances fills in? How can you fill in those gaps and avoid unforced financial mistakes? We're covering that and more in this episode of Wise Money!
Season 6 Episode 37
Saturday May 01, 2021
Saturday May 01, 2021
What’s the best way to protect yourself and your finances from Identity theft? Is it best to purchase identity theft insurance, or is it not actually necessary? If you find yourself a victim of identity theft, what should you do? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 36
Saturday Apr 24, 2021
Saturday Apr 24, 2021
We all understand the concept of saving up for retirement, but what about investing in retirement? Should your investment approach and risk level change as you near and enter retirement? We're hitting that and more in this episode of Wise Money!
Season 6 Episode 35
Saturday Apr 17, 2021
Saturday Apr 17, 2021
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
Saturday Apr 10, 2021
Saturday Apr 10, 2021
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
Saturday Apr 03, 2021
Saturday Apr 03, 2021
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
Saturday Mar 27, 2021
Saturday Mar 27, 2021
At what point should you begin discussing finances with your family? You don't want to wait until it's too late, but some family members may not be ready. Follow the 70/40 Rule as a benchmark for when to start discussing this sensitive topic. We’re hitting that and more in this episode of the Wise Money Show!
Season 6 Episode 31
Saturday Mar 20, 2021
Saturday Mar 20, 2021
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
Saturday Mar 13, 2021
Saturday Mar 13, 2021
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