Podcast Episodes
Back to SearchPlanning to Retire in 2026? Your Complete Retirement Checklist
Season 11 Episode 18
Are you planning to retire in 2026? In this episode of Wise Money, we cover the most important decisions to make in the final stretch before retirement. Learn how to stress-test your plan, align your…
Published on 5 hours ago
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
Season 11 Episode 17
Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the 22% or 24% tax bracket can make sense and when the…
Published on 1 week ago
Bonus Episode: Will Long-Term Care Wreck Your Retirement?
Season 11
Long-term care is one of the biggest risks to your retirement. In this bonus episode of Wise Money, we are joined by Zach Broadwick, CFP®, to break down how to know whether you need long-term care in…
Published on 1 week, 3 days ago
The Ultimate Year-End Financial Planning Checklist
Season 11 Episode 16
As the year comes to a close, it's easy to get swept up in the holidays and forget key financial to-dos that could make a huge impact on your taxes, retirement, and financial confidence. In this epis…
Published on 2 weeks ago
How to Be Generous and Still Save On Taxes
Season 11 Episode 15
It's the season of giving, but are you giving in the most impactful and tax-efficient way? In this episode of the Wise Money Show, we break down smart charitable giving strategies that help you suppo…
Published on 3 weeks ago
Roth IRA Rules People Get Wrong
Season 11 Episode 14
Roth IRAs are powerful, but also misunderstood. In this episode of Wise Money, we break down the most common Roth IRA questions we hear. From age limits and income rules to the two different 5-year r…
Published on 4 weeks ago
Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retirement
Season 11
Retiring before Medicare? You might face a tricky balancing act between doing Roth conversions and keeping your health insurance subsidies through the Affordable Care Act (ACA). Tanner Watson, CFP®, …
Published on 1 month ago
Still Have Debt in Your 50s? How to Retire Confidently
Season 11 Episode 13
Retiring with debt in your 50s can feel like a dead end, but it doesn't have to be. In this episode of Wise Money, we unpack how to balance paying off debt while still making that final push toward a…
Published on 1 month ago
Choosing the Right Investment Mix in Retirement
Season 11 Episode 12
When you retire, your investment strategy shouldn't look the same as it did during your working years. The way down the mountain is different and more challenging than the climb up. In this episode o…
Published on 1 month, 1 week ago
2025 Tax Planning Playbook: Wise Moves Before Year-End
Season 11 Episode 11
As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your 2025 fall tax planning playbook and checklist for…
Published on 1 month, 2 weeks ago