Podcast Episodes
Back to SearchPros 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 Mark…
1 year, 11 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 le…
1 year, 11 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 awa…
2 years ago
The 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 r…
2 years 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 a…
2 years 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 …
2 years 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 …
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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 disc…
2 years, 1 month ago