Podcast Episodes
Back to Search3 Financial Scams to Lookout For
Season 9 Episode 51
The latest in financial scams that hackers are using to try and defraud you out of your hard-earned money. It is always prudent to be on guard for so…
1 year, 7 months ago
Top Reasons to Draw Social Security Early and When Not To
Season 9 Episode 50
Choosing when to claim Social Security is one of the biggest financial decisions you'll make in your life. The impact is far bigger than many realize…
1 year, 7 months ago
3 Unique Retirement Planning Issues for Government Workers
Season 9 Episode 49
While there are common factors and variables that apply to all of us as we plan for retirement, teachers and many government workers have a handful o…
1 year, 7 months ago
How to Reduce Capital Gains Tax
Season 9 Episode 48
If you own an asset that has grown in value, you likely will be subject to a considerable amount of capital gains tax when you sell it. In this episo…
1 year, 7 months ago
Stock Market Halftime Report 2024
Season 9 Episode 47
The stock market has surpassed just about everyone's expectations in the first half of 2024. What has caused the strong returns, and what should inve…
1 year, 7 months ago
How to Achieve Financial Freedom
Season 9 Episode 46
As we celebrate our nation's freedom, what are some things you can do to be on the path to financial freedom? We're taking a fresh look at the Americ…
1 year, 8 months ago
The Habits That Lead to Long-Term Financial Success
Season 9 Episode 45
What are the financial habits that lead to long-term financial success? In today's episode, we are joined by CFPs Rob Hoxton and Larry Maddox to shar…
1 year, 8 months ago
Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company
Season 9 Episode 44
Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their …
1 year, 8 months ago
Navigating the Great Wealth Transfer: Strategies for Success
Season 9 Episode 43
Over the next 20 years it is projected that over $84 trillion dollars will pass from one generation to the next. This "Great Wealth Transfer" will im…
1 year, 8 months ago
The Impact of Tax Laws on Your Wallet
Season 9 Episode 42
From 401(k) contribution limits to tax credits and phaseouts, tax laws can make a huge impact on your financial life. In this episode of Wise Money, …
1 year, 9 months ago