Podcast Episodes
Back to SearchDo These 5 Things if You Plan to Retire in 2023
Season 8 Episode 20
What should you do with your finances if you are planning to retire in 2023? We're talking through the 5 items you need to focus on today to reach that goal during this episode of the Wise Money Show…
Published on 2 years, 11 months ago
How to Thrive Financially in 2023 - Recession or Not
Season 8 Episode 19
Most economists anticipate a recession in 2023, so what steps should you take in your finances today to ensure you thrive in the new year, whether we face a recession or not. We're helping you with t…
Published on 2 years, 11 months ago
Financial Lessons from Past, Present, and Future
Season 8 Episode 19
We've all made past financial mistakes; the hope is to learn from them and not repeat them. From a unique perspective today, we're helping you overcome common financial mistakes to avoid an unpleasan…
Published on 2 years, 11 months ago
How to Raise Financially Responsible Kids
Season 8 Episode 17
What habits should you be instilling in your young children, and how much help or support should you be providing to your grown children? We're providing you with timeless principles to help you rais…
Published on 3 years ago
How to Invest if Nearing Retirement
Season 8 Episode 16
Retiring in the midst of financial turmoil can be a daunting task, but with the right strategy and comprehensive approach to your financial life, it doesn't have to be. Structuring your investments f…
Published on 3 years ago
End of Year Tax Planning Strategies for 2022
Season 8 Episode 15
As the end of 2022 approaches, it leaves just a few weeks to complete some essential tax planning before it's too late. Roth Conversions, tax loss harvesting, and depreciation planning are just a few…
Published on 3 years ago
3 Tax Planning Strategies Are Getting Better in 2023
Season 8 Episode 14
There are 3 tax planning strategies that are being enhanced in 2023. In today's episode, we're discussing how they are being improved, what the benefit is for you, and how you should implement these …
Published on 3 years ago
Will the Social Security COLA Raise Your Taxes?
Season 8 Episode 13
Social Security recipients will be receiving a significant Cost of Living increase for 2023. While this is a welcome benefit to retirees, it could mean a higher tax bill due to the unique way in whic…
Published on 3 years, 1 month ago
5 Ways to Catch Up on Retirement Savings
Season 8 Episode 12
The new retirement plan contribution limits are out for 2023 and it’s great news if you need to catch up on your retirement contributions. What are some ways you can catch up on your retirement savin…
Published on 3 years, 1 month ago
Medicare Rates and Open Enrollment for 2023
Season 8 Episode 11
Medicare Open Enrollment for 2023 is from October 15 through December 7th. We're covering what you need to know about open enrollment, what actions you need to take, and how Medicare rates are surpri…
Published on 3 years, 1 month ago