343.5K
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 Feb 06, 2021
Saturday Feb 06, 2021
Should you have a different investment strategy for your Roth IRA as you do for your 401(k)? Do certain investment strategies make sense in some accounts but not others? This episode we're discussing whether it makes sense to use a different investment strategy for your different types of investment accounts.
Season 6 Episode 24
Saturday Jan 30, 2021
Saturday Jan 30, 2021
How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more important than ever to ensure you have the right clarity on how much house you can afford. We're covering that and more in this episode of Wise Money!
Season 6 Episode 23
Saturday Jan 23, 2021
Saturday Jan 23, 2021
Health insurance remains one of the most important factors in someone's ability and timing of retirement. If you are retiring before age 65, what are your options for health insurance and how would you rank or prioritize those options? We are hitting that and more in this episode of the Wise Money Show!
Season 6 Episode 22
Saturday Jan 16, 2021
Saturday Jan 16, 2021
We are in a Retirement Boom...more people are retiring now than ever before. Due to the risks and challenges in a coronavirus world, and inflated stock prices, people are retiring earlier than they planned. Wherever that hits you, how do you know if you’re ready? We're covering that and more in today's episode of Wise Money!
Season 6 Episode 21
Saturday Jan 09, 2021
Saturday Jan 09, 2021
2020 will go down as one of the most unusual years in stock market history. What investment opportunities should you watch out for in 2021 and what moves should you make in your portfolio? We are covering that and more in this episode!
Season 6 Episode 20
Saturday Jan 02, 2021
Saturday Jan 02, 2021
If you were to look back on the year, how would you grade 2020 in your financial life? We are giving you financial tips that you can begin doing right now to make sure 2021 gets a better grade. We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 19
Saturday Dec 26, 2020
Saturday Dec 26, 2020
With 2020 almost over, some critical tax planning opportunities are about to expire as well. What are the tax planning steps you need to consider taking right now before they’re gone? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 18
Saturday Dec 19, 2020
Saturday Dec 19, 2020
Many people hope to retire early, a trend only increased thanks to the Covid-19 pandemic. Few, however, can actually pull it off successfully. What are the main financial challenges you must overcome in order to retire early? We’re hitting that and more in this episode of Wise Money!
Season 6 Episode 17
Saturday Dec 12, 2020
Saturday Dec 12, 2020
How much money can I gift to a child or family member? It’s the season of giving and that’s actually one of the most common questions we get. We’re going to answer that question and provide clarity to the entire gift-giving process today on this episode of Wise Money!
Season 6 Episode 16
Saturday Dec 05, 2020
Saturday Dec 05, 2020
It’s supposed to be the most wonderful time of the year, but for many people, it is the most stressful time of the year when it comes to your finances. We’re going to solve this today by helping you put in place some habits to permanently relieve the holiday financial stress and put the joy back in this season.
Season 6 Episode 15