Podcast Episodes
Back to SearchHow The SECURE Act 2.0 Impacts Your 401k and Retirement
Season 8 Episode 30
The SECURE Act 2.0 created many changes that will impact employers, employees, and their retirement plans. From expanded retirement plan access to increased flexibility in retirement savings, we will…
Published on 2 years, 9 months ago
The State of the Consumer in 2023
Season 8 Episode 29
Accounting for over 70% of GDP, the consumer's financial condition is vital to the stock market and economy. After significant inflation and higher borrowing costs, is the consumer strong, or are the…
Published on 2 years, 9 months ago
3 Questions to Ask Every Year for Optimal Tax Planning
Season 8 Episode 28
Every year before you finalize your tax return, you must ask yourself three crucial tax planning questions. From maximizing deductions to strategizing retirement contributions, these key questions ca…
Published on 2 years, 9 months ago
Debt in Retirement: Tips and Strategies for Managing Debt
Season 8 Episode 27
Managing debt in retirement can be challenging, but there are ways to ease the burden. In this episode of the Wise Money Show, we'll cover tips and strategies for how retirees can take control of the…
Published on 2 years, 9 months ago
Understanding the Changes to Roth Accounts and Maximizing Your Retirement Savings
Season 8 Episode 26
Recent changes to Roth IRAs and Roth 401ks by the SECURE Act 2.0 are encouraging more Roth-style contributions. We'll explore these changes' benefits and potential drawbacks and discuss how they may …
Published on 2 years, 10 months ago
Biggest Ways the SECURE Act 2.0 Will Impact Your Finances
Season 8 Episode 25
The SECURE Act 2.0 will impact every American's financial life and financial decisions. We're taking the issue head-on and helping you understand the biggest ways the SECURE Act 2.0 will impact your …
Published on 2 years, 10 months ago
Tax Law Changes From the SECURE Act 2.0
Season 8 Episode 24
As the 2023 tax season gets underway, it’s important to begin planning for how your tax picture will change as the SECURE Act 2.0 begins to be implemented. Helping us unpack the tax changes you need …
Published on 2 years, 10 months ago
Traps to Avoid When Going From an HSA to Medicare
Season 8 Episode 23
More and more people have an HSA-eligible High Deductible Health Plan and are funding an HSA. While we love the tax benefits that the HSA offers, funding an HSA right before transitioning onto Medica…
Published on 2 years, 10 months ago
What Changes Should You Make in Your Investments for 2023
Season 8 Episode 22
2022 was the most turbulent year in the stock market since 2008 and the worst year on record in the bond index. With such a challenging year behind us and most economists forecasting a challenging ye…
Published on 2 years, 11 months ago
How to Avoid Paying Tax on Your Social Security
Season 8 Episode 21
More and more people are paying taxes on their Social Security each year. What can you do today to avoid paying taxes on your Social Security in the future? We're sharing our strategies and more on t…
Published on 2 years, 11 months ago