Podcast Episodes
Back to SearchShould You Plan for an Inheritance?
Season 9 Episode 38
If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering that question and breaking down the ways an inheritan…
Published on 1 year, 7 months ago
Insuring Your Small Business: Closing the Coverage Gaps
Season 9 Episode 34
One common problem with not taking a comprehensive approach to your finances is having your insurance get out of sync with your financial situation. This gets especially problematic if you're a small…
Published on 1 year, 7 months ago
Medicare Mistakes to Avoid When Working Past 65
Season 9 Episode 36
Working past age 65 has its benefits, though it can cause confusion when transitioning onto Medicare. We're discussing the biggest mistakes you need to avoid when getting onto Medicare while still wo…
Published on 1 year, 7 months ago
Record Number of 401k Early Withdrawals - How to Avoid This
Season 9 Episode 35
Despite a strong labor and stock market, data showed that a record number of people took early hardship withdrawals from their 401(k) in 2023. In this episode of Wise Money, we're discussing why this…
Published on 1 year, 8 months ago
Tax Planning Changes for 2024
Season 9 Episode 34
As the tax filing season for 2023 comes to a close, it's not too early to start thinking about your 2024 taxes. What tax planning changes should be on your radar, and what strategies should you adopt…
Published on 1 year, 8 months ago
How to Become a 401k Millionaire
Season 9 Episode 33
Do you have a goal of having $1 million saved up inside your 401(k) and other retirement accounts? Data from the end of 2023 showed the number of people achieving this milestone skyrocketed. We're sh…
Published on 1 year, 8 months ago
The Right Retirement Plan for Self-Employed
Season 9 Episode 32
When you own your own business or are self-employed, one of the key financial decisions you need to make is what type of retirement plan to set up. With all of the different options and new lucrative…
Published on 1 year, 8 months ago
Pros and Cons of Health Insurance on Marketplace
Season 9 Episode 30
If you find yourself between jobs, retiring early, or are self-employed, you'll likely need to explore getting your health insurance through the Marketplace (Affordable Care Act). We're sharing the p…
Published on 1 year, 8 months ago
How to Help Your Kids Develop Money Skills
Season 9 Episode 30
What should you do when your kids appear to lack the skills and maturity to handle money well? As a parent, should you step in and help, or do you let your kid learn their own lesson? Whether you're …
Published on 1 year, 9 months ago
Top Tax Strategies for Retirement
Season 9 Episode 29
Tax planning is one of the six areas of everyone's financial life and needs to be considered when making financial decisions. Being proactive and aware of how you can structure your wealth to pay les…
Published on 1 year, 9 months ago