Podcast Episodes
Back to SearchHow 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, 3 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 …
2 years, 3 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 …
2 years, 3 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…
2 years, 4 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…
2 years, 4 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 disc…
2 years, 4 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…
2 years, 4 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 f…
2 years, 5 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 …
2 years, 5 months ago
What Is Your Retirement Score?
Season 9 Episode 18
A ranking of the world's retirement systems scored the U.S. a C+ in retirement. What factors contributed to this score, and more importantly, what is…
2 years, 5 months ago