Podcast Episodes

Roth vs Traditional IRA: Which Retirement Strategy Wins?

Season 11 Episode 39

Roth vs traditional IRA decisions can have a major impact on your future taxes, retirement income, and long-term financial flexibility. In this episo…

12 hours ago

View Episode

4 Principles to Build Lasting Wealth

Season 11 Episode 38

What does it really take to build lasting financial success? In this episode of the Wise Money Show, we break down the four key principles that help …

1 week ago

View Episode

Bonus Episode: Preparing Your Finances for Parenthood

Season 11

Are you ever truly financially ready to have kids? In this Wise Money bonus episode, CERTIFIED FINANCIAL PLANNERS™ Mike Bernard and Amy Masters discu…

1 week, 3 days ago

View Episode

How to Reduce Medicare Premium Surprises - IRMAA Planning

Season 11 Episode 37

IRMAA planning is an important part of retirement planning because even a small increase in income can trigger significantly higher Medicare premiums…

2 weeks ago

View Episode

Social Security Changes Are Coming - Are You Ready?

Season 11 Episode 36

Social Security changes may be coming sooner than many retirees expect. In this episode of the Wise Money Show, we explain what Social Security insol…

3 weeks ago

View Episode

Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs

Season 11 Episode 35

529 plans keep evolving, and the latest rule changes could impact how you save and spend for education. In this episode of the Wise Money Show, we an…

4 weeks ago

View Episode

What Retirement Readiness Really Looks Like in 2026

Season 11 Episode 34

Retirement planning in 2026 looks different than what it did for previous generations, and that means your strategy may need to change, too. In this …

1 month ago

View Episode

Bonus Episode: Retiring Before 65? The Health Insurance Decision Before Medicare

Season 11

If you're planning to retire before Medicare, choosing the right health insurance strategy is critical. In this Wise Money bonus episode, Ben Bulgrie…

1 month, 1 week ago

View Episode

Your 2026 Tax Planning Checklist Starts Now - Plus 5 Moves to Make Before April 15

Season 11 Episode 33

Before you file your taxes, make a few decisions that could impact your financial future. In this episode of The Wise Money Show, we walk through the…

1 month, 1 week ago

View Episode

Want Passive Income From Rental Property? Know These 4 Rules

Season 11 Episode 32

Thinking about turning your current home into a rental property? In this episode of the Wise Money Show, we break down the four laws of rental real e…

1 month, 2 weeks ago

View Episode