Podcast Episodes
Back to SearchCollege 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 shi…
2 years, 11 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 …
2 years, 11 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…
2 years, 11 months ago
How 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 in…
2 years, 11 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 b…
3 years 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 strategizin…
3 years 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 s…
3 years 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…
3 years 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…
3 years, 1 month 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 implem…
3 years, 1 month ago