Podcast Episodes
Back to SearchInsurance 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, 10 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, 11 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, 11 months ago
Understanding the Finances of Your Small Business
Season 9 Episode 41
If you own or run a small business, are self-employed, or are considering starting your own small business, what financial statements should you be m…
1 year, 11 months ago
Financial Planning Strategies if Tax Cuts Expire
Season 9 Episode 40
The Tax Cuts and Jobs Act passed in 2017 made significant tax law changes and reduced taxes and tax rates. If no congressional action is taken, these…
1 year, 11 months ago
How to Invest During Election Years
Episode 231
Election years seem more volatile and pivotable for the world, but certainly the US economy and stock market. For this reason, many people get concer…
1 year, 11 months ago
Should 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 tha…
2 years 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. …
2 years 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 …
2 years 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 thi…
2 years ago