Podcast Episodes
Back to SearchShould You Invest Your 401k and Roth IRA Differently?
Season 8 Episode 43
When managing your investment portfolio, should each account be invested the same way, or is it better to have certain accounts invested differently …
2 years, 8 months ago
Insurance Needs for Using Your Home or Car for Business
Season 8 Episode 42
Do you use part of your home for a business? What about using your vehicle for work? Some parts of your life overlap, and in those instances, it's ea…
2 years, 9 months ago
How to Keep Your Home & Auto Insurance Rates Low
Season 8 Episode 41
Home and auto insurance rates have been rising over the past year nationwide. Is inflation to blame, or are there more factors that play into your pr…
2 years, 9 months ago
Will 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…
2 years, 9 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 versatil…
2 years, 9 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 navigat…
2 years, 9 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 fi…
2 years, 10 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 prov…
2 years, 10 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…
2 years, 10 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…
2 years, 10 months ago