Podcast Episodes
Back to SearchWill Tax Rates Sunset in 2026? How to Plan Ahead
Season 8 Episode 40
The current tax rates are set to expire in 2026, which could significantly impact your finances. Not only could your tax bill be significantly higher, but the changes in the tax laws could also affec…
Published on 2 years, 6 months ago
4 Ways to Use a 529 Plan
Season 8 Episode 39
529 plans have traditionally been thought of and used as a college savings account. Thanks to recent law changes, the 529 plan is now a more versatile tax shelter tool in your financial plan. In toda…
Published on 2 years, 7 months ago
Five 401k Decisions You Must Make
Season 8 Episode 38
This episode explores the crucial financial decisions you must make regarding your 401k retirement plan. Gain the knowledge and confidence to navigate your 401k, 403b, or other employer retirement ac…
Published on 2 years, 7 months ago
5 Challenges Every Business Faces With Their Retirement Plan
Season 8 Episode 37
If you own or manage a small business, you know running the company's retirement plan and benefits is complex and cumbersome. We're discussing the five challenges every business faces with their reti…
Published on 2 years, 7 months ago
How the Banking Crisis Impacts Your Finances
Season 8 Episode 36
We're diving into the current banking crisis and how it can impact your finances, including savings, investments, and retirement planning. We're providing practical tips that can help you protect you…
Published on 2 years, 7 months ago
How Tax Planning Can Make for a Better Tax Return
Season 8 Episode 35
We're breaking down the key tax planning strategies that can be used to maximize tax deductions, credits, and exemptions and minimize tax liabilities. Learn how to take a proactive approach with your…
Published on 2 years, 7 months ago
Financial Advice for Graduates | Wise Money Commencement Speech
Season 8 Episode 34
It's graduation season, and the next generation is about to enter the workforce, start their careers, and start their financial life. We're providing the financial advice all graduates need to hear i…
Published on 2 years, 8 months ago
College Planning Changes for 2023
Season 8 Episode 33
What is the best approach to help your children or grandchildren achieve their college dreams, even as the world of college planning continues to shift? Join us as we break down the most recent chang…
Published on 2 years, 8 months ago
What Happens to a 401k Loan if You Switch Jobs?
Season 8 Episode 32
What happens to your 401k loan when you switch jobs? We dive into that and other financial questions submitted by listeners. Join us as we demystify the process and provide guidance to help you make …
Published on 2 years, 8 months ago
4 Potential Changes Coming To Social Security
Season 8 Episode 31
Dive into the world of Social Security reform as we discuss the top 4 potential changes proposed by lawmakers. Learn about raising the retirement age, altering the benefit calculation, modifying payr…
Published on 2 years, 8 months ago