Podcast Episodes
Back to SearchInherited IRAs and the 10-Year Rule: Key Strategies for Your Finances
Season 10 Episode 2
After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or p…
1 year, 8 months ago
Why You Need a Comprehensive Approach to Your Finances
Season 10 Episode 1
What does it mean to be "wise" about your money? We're kicking off the 10th season of The Wise Money Show, and to do so, we're resetting the purpose …
1 year, 8 months ago
How Your Views Influence Your Financial Success
Season 9 Episode 52
What if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financi…
1 year, 8 months ago
3 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, 9 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, 9 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, 9 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, 9 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, 10 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, 10 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, 10 months ago