Podcast Episodes
Back to SearchChanges to Medicare From Inflation Reduction Act
Season 9 Episode 8
Medicare Open Enrollment starts October 15, and this year, with some changes from the Inflation Reduction Act. Joined by Health Insurance Advisor, Ben Bulgrien, we are covering those changes and what…
Published on 2 years, 2 months ago
How to Stay Motivated for Long-Term Financial Goals
Season 9 Episode 7
Have you ever found yourself in a rut financially, where all of your financial goals are long-term, and you find yourself losing motivation since they are so far in the future? We're sharing our tips…
Published on 2 years, 2 months ago
5 Biggest Social Security Questions Answered
Season 9 Episode 6
Social Security is a vitally important retirement resource that you should be planning ahead for how to optimize as part of your financial plan. As CFPs doing comprehensive financial planning, we’ve …
Published on 2 years, 2 months ago
How to Get Your Cash Working Harder for You
Season 9 Episode 5
With interest rates rising over the past 18 months, has the interest rate you're earning on your cash also increased? Many banks are still paying a dismal rate, so what can you do to make your cash w…
Published on 2 years, 2 months ago
How Much Money Do You Need to Retire?
Season 9 Episode 4
Several surveys are done each year to clarify how much the average person needs to have saved up to retire. To have a confident retirement, there is more than just knowing how much you need to have s…
Published on 2 years, 3 months ago
Most Confusing Issues When Planning for Retirement
Season 9 Episode 3
When planning for retirement, the most confusing issues are connected to some of the most important decisions you'll have to make. In today's episode, we're covering the confusing issues of how much …
Published on 2 years, 3 months ago
Advanced Planning Strategies Using a Donor Advised Fund
Season 9 Episode 2
Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In this episode of Wise Money, we'll cover the basics of…
Published on 2 years, 3 months ago
How to Avoid Paying Taxes in Retirement
Season 9 Episode 1
No one likes paying taxes, but paying taxes in retirement can eat into your available income and leave you with less to live on. While taxes don't stop once you're retired, there are ways you can avo…
Published on 2 years, 3 months ago
How to Avoid RMD in Retirement
Season 8 Episode 52
Once you reach age 73, soon to be 75, you must withdraw at least a minimum amount from your pre-tax retirement accounts each year, known as a Required Minimum Distribution (RMD). Given that it is “re…
Published on 2 years, 4 months ago
Student Loan Repayment Strategies
Season 8 Episode 51
After 3 years of forbearance, student loan payments are scheduled to restart this fall after the student loan forgiveness plan fell through. What is your repayment strategy for your student loans, or…
Published on 2 years, 4 months ago