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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 Aug 08, 2020
Saturday Aug 08, 2020
We’re discussing the number one financial regret that families had as the coronavirus recession started. We’ll tell you not only what it was, but also help you avoid having this regret in your life. That and more coming up in this episode of Wise Money.
Season 5 Episode 50
Saturday Aug 01, 2020
Saturday Aug 01, 2020
In John Templeton’s timeless “16 Rules for Investment Success” he writes that the four most costly words in investing are “This Time It's Different.” Well, it is finally true in this instance? Is the stock market truly different this time? That and more coming up in this episode of Wise Money!
Season 5 Episode 49
Saturday Jul 25, 2020
Saturday Jul 25, 2020
Today’s recession is putting even more strain on an already broken Social Security system. With the current projection showing that Social Security would be insolvent within 15 years, what options are there to fix the problem, and how should this influence your financial plan? That and listener questions in this episode of Wise Money!
Season 5 Episode 48
Saturday Jul 18, 2020
Saturday Jul 18, 2020
How are your investments performing so far this year? The stock market in 2020 will go down in the history books, and we’re only halfway through the year. The big question is after the huge swings in the 1st and 2nd quarters, what should you expect from the markets the rest of this year and how should that influence your investment decisions? We are providing a Stock Market Update in this episode of Wise Money!
Season 5 Episode 47
Saturday Jul 11, 2020
Saturday Jul 11, 2020
Not all financial planners and financial advisors are made equal. Depending on their process, convictions, and core beliefs, you could have a very different experience and achieve very different results depending on who you work with. We’re helping you find the right fit for you by sharing the best questions you need to ask a prospective financial planner on today’s episode.
Season 5 Episode 46
Saturday Jul 04, 2020
Saturday Jul 04, 2020
Happy Independence Day! Comprehensive Financial Planning is all about helping you achieve your own version of financial freedom. What’s that look like for you and what steps do you need to take in all 6 areas to help you reach the peace of mind that comes from Financial Freedom? We are helping you determine that in today's episode!
Season 5 Episode 45
Saturday Jun 27, 2020
Saturday Jun 27, 2020
No-Fault auto insurance laws are changing! Residents of Michigan have loathed their No-Fault insurance for decades, but reform is finally happening on July 2, 2020. We invite insurance advisor Alysia Boehner back to this episode to discuss these changing laws, the key decision you need to make, and answer other insurance questions!
Season 5 Episode 44
Saturday Jun 20, 2020
Saturday Jun 20, 2020
Social Security is an extremely important financial benefit, but it is also extremely confusing. Make sure you don’t inadvertently penalize your Social Security by taking the wrong steps in your financial life. We will tell you what Social Security traps to watch out for in this episode of Wise Money!
Season 5 Episode 43
Saturday Jun 13, 2020
Saturday Jun 13, 2020
What’s the best overall investment strategy? How did you decide what to invest in within your 401(k), and how should you invest your IRA’s, Roth’s, 529 plans, and other accounts? We will help you decide what is best for your financial plan in this episode of Wise Money!
Season 5 Episode 42
Saturday Jun 06, 2020
Saturday Jun 06, 2020
Is it possible to pay tax on capital gains if you never sold any investments? The answer is yes due to the different types of capital gains there are on various investments. We'll help you understand this unique circumstance, and let you know how to avoid it in this episode of Wise Money!
Season 5 Episode 41