Podcast Episodes
Back to SearchRetire Confidently in Uncertain Times
Season 8 Episode 10
Were you hoping to retire at the end of 2022 or in the near future, but now unsure if you can do so given this year's stock market performance? How can you still retire with confidence despite the un…
Published on 3 years, 1 month ago
Should You Get Life Insurance For Your Kids?
Season 8 Episode 9
Should you carry life insurance on your young, dependent children? Emotionally you may feel that you absolutely should, but financially, is this a wise move? If you should get this coverage, where is…
Published on 3 years, 1 month ago
Financial Planning Opportunities in Down Markets
Season 8 Episode 8
The market downturn thus far in 2022 is emotionally challenging to handle, however, it does present savvy investors with unique financial planning opportunities. How can you be opportunistic during t…
Published on 3 years, 2 months ago
What Is IRMAA and How to Avoid It
Season 8 Episode 7
If your income is above certain thresholds leading up to or in retirement, you may be required to pay a higher amount for your Medicare parts B and D. This charge is known as IRMAA, or Income Related…
Published on 3 years, 2 months ago
Where to Draw Money From When Retiring Before Age 59.5
Season 8 Episode 6
Saving up for retirement using your 401(k), 403(b), IRA, and Roth IRA, all have one common limitation: withdrawing money from them before age 59.5 could cause you to pay a penalty. If you plan to ret…
Published on 3 years, 2 months ago
UnRetiring - Financial Impact of Returning to Work After Retiring
Season 8 Episode 5
More than ever people are returning back to work after retiring. Though most people plan to retire only once, should you reenter the workforce after retiring, what financial planning strategies exist…
Published on 3 years, 2 months ago
Crucial Financial Decisions Part 2
Season 8 Episode 4
Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial financial decisions". In this part 2 episode of Wi…
Published on 3 years, 3 months ago
Top 5 Crucial Financial Decisions
Season 8 Episode 3
Some financial decisions are more important than others - if you get the decision wrong, it could have enormous consequences. We call those "crucial financial decisions". In this episode of Wise Mone…
Published on 3 years, 3 months ago
Student Loan Cancellation - The Details and How to Make the Most of It
Season 8 Episode 2
The White House has announced the cancellation of up to $20,000 of Federal student loans for eligible borrowers. What are the details of the cancellation, what are the next steps, and what should be …
Published on 3 years, 3 months ago
The Step Before Budgeting Most People Miss
Season 8 Episode 1
Budgeting can often time be the difference maker between having long-term financial balance and not. If you're ready to get started budgeting, there's a critical step that you need to take before you…
Published on 3 years, 3 months ago