Podcast Episodes
Back to SearchThe Right Entity Structure For Your Small Business
Season 9 Episode 28
From risk management to tax planning, the entity structure of your small business plays a big role in your financial life and planning. What is the right entity structure for your small business? We'…
Published on 1 year, 9 months ago
How to Invest Tax-Efficiently
Season 9 Episode 27
Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you answer those questions as well as other questions s…
Published on 1 year, 9 months ago
5 Truths About Recessions
Season 9 Episode 26
Many economists predicted a recession in 2023 that never came. How important is it to stay on guarded watch for a recession, and what impact does it make in your financial life? In this episode, we'r…
Published on 1 year, 10 months ago
Tax Surprises for Your 2023 Tax Return
Season 9 Episode 25
This tax season has very few law changes compared to the previous three years. However, that doesn't mean it won't be full of tax surprises that may wreak havoc on your finances. We're covering those…
Published on 1 year, 10 months ago
Understanding the Partial-Year Rules for HSA
Season 9 Episode 24
When you are covered by an HSA-eligible high-deductible health plan for part of a year instead of the full calendar year, what amount are you allowed to contribute? What happens if you contribute too…
Published on 1 year, 10 months ago
Tax Planning Strategies to Maximize Your 2023 Tax Return
Season 9 Episode 23
As tax season kicks off, what are the tax strategies you need to consider before you finalize your tax return? We're discussing those and this year's surprising tax rule changes on this episode of Wi…
Published on 1 year, 10 months ago
Solutions for Today's Greatest Risks
Season 9 Episode 22
What can you do to help shelter yourself from some of life's greatest financial risks outside your control? In today's episode of Wise Money, we discuss what those risks are and how you can help limi…
Published on 1 year, 11 months ago
2023 Investment Recap and 2024 Market Outlook
Season 9 Episode 21
The stock market in 2023 didn't meet anyone's expectations, thankfully, in a good way. How did the performance catch so many experts by surprise, and what can you expect from the markets in 2024? We'…
Published on 1 year, 11 months ago
Best Ways to Save for Retirement Without a 401k
Season 9 Episode 20
If you don't have a 401(k) available to you at work, or you have one but no company match is offered, what are the best strategies to help you save for retirement? We're discussing the strategies out…
Published on 1 year, 11 months ago
The Most Common Financial Goals for 2024
Season 9 Episode 19
As the year comes to a close, what do you have your sights on to achieve in your finances in the year ahead? We're sharing the top 3 financial goals people have for 2024 and the strategies for how to…
Published on 1 year, 11 months ago