Podcast Episodes
Back to SearchRetiring at 58: The Real Challenges You Might Not Be Prepared For
Season 12 Episode 4
Retiring at 58 can be possible, but it takes more than building a large retirement account. In this episode of Wise Money, we break down the key fact…
22 hours ago
Starting Over Financially: What We'd Do Differently at Every Stage of Life
Season 12 Episode 3
What would you do differently if you had the chance to start your financial life over? Whether it's caused by divorce, job loss, a major life change,…
1 week ago
Millionaire Habits: How to Build and Keep a 7-Figure Net Worth
Season 12 Episode 2
There are more millionaires than ever, but is $1 million still enough to retire comfortably? In this episode of Wise Money, we break down what it rea…
2 weeks ago
Financial Planning in the Age of AI: Intelligence vs. Wisdom with Chris Johnson
Season 12 Episode 1
AI is changing the way we invest, manage money, protect against financial scams, and make financial decisions. In this episode of Wise Money, we expl…
3 weeks ago
Inheriting a Roth IRA? Avoid the 5-Year Beneficiary Nightmare
Season 11 Episode 52
Think you have 10 years to empty an inherited IRA? That may not always be the case. In this episode of Wise Money, we break down the lesser-known 5-y…
4 weeks ago
The Correct Way to Plan for Healthcare in Retirement
Season 11 Episode 51
Healthcare could be one of your biggest expenses in retirement, but are you actually planning for it? In this episode of Wise Money, we break down ho…
1 month ago
The Biggest Life Transitions That Can Derail Your Financial Plan
Season 11 Episode 50
our 50s are filled with major life changes that can have a lasting impact on your financial future. From helping kids through college to becoming an …
1 month, 1 week ago
Stuck With a Huge 401k? How to Reduce Retirement Taxes
Season 11 Episode 49
If you've spent years building your 401(k), you could be heading toward a retirement tax problem you never saw coming. In this episode of Wise Money,…
1 month, 2 weeks ago
The Four Levels of Tax Planning with Patrick Lonergan
Season 11 Episode 48
Tax planning is about much more than filing your tax return each year. In this episode of the Wise Money Show, we break down the four levels of tax p…
1 month, 3 weeks ago
Most People Retire Sooner Than Expected - Don't Get Caught Off Guard
Season 11 Episode 47
If you're planning to retire at 65, the data suggest there's a good chance life may have other plans. In this episode of The Wise Money Show, we expl…
2 months ago