Podcast Episodes
Back to SearchHow 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…
3 years 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…
3 years 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…
3 years, 1 month 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 shi…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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, 2 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 strategizin…
3 years, 2 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 s…
3 years, 2 months ago