Podcast Episodes
Back to SearchHow to Create More Financial Independence
Season 11 Episode 46
Financial independence isn't just about retirement. It's about creating the freedom to make financial decisions with confidence and without being hel…
2 months, 1 week ago
How to Position Your Portfolio for the Second Half of 2026 - Stock Market Outlook
Season 11 Episode 45
The stock market has exceeded expectations in 2026, but rising recession warnings have many investors wondering what comes next. In this episode of t…
2 months, 2 weeks ago
NUA Explained: How to Reduce Taxes on Company Stock in Your 401k
Season 11 Episode 44
Could a little-known tax strategy save you thousands in retirement? In this episode of the Wise Money Show, we break down Net Unrealized Appreciation…
2 months, 3 weeks ago
Is Your Retirement Plan Missing These 3 Critical Components?
Season 11 Episode 43
Are you on track for a successful retirement? While most people focus on how much they've saved, retirement success depends on much more than your ac…
3 months ago
The Biggest Risks to Your Family's Wealth Transfer
Season 11 Episode 42
Over the next two decades, trillions of dollars are expected to pass from one generation to the next, but how much of that wealth will actually make …
3 months, 1 week ago
Stretching the Inherited IRA 10-Year Rule
Season 11 Episode 41
The inherited IRA 10-year rule has changed the way many families pass wealth from one generation to the next, creating new tax planning challenges an…
3 months, 2 weeks ago
The Midlife Money Squeeze: Helping Kids AND Parents at the Same Time
Season 11 Episode 40
Are you part of the sandwich generation? In this episode of the Wise Money Show, we discuss how to navigate the financial pressure of supporting both…
3 months, 3 weeks ago
Roth vs Traditional IRA: Which Retirement Strategy Wins?
Season 11 Episode 39
Roth vs traditional IRA decisions can have a major impact on your future taxes, retirement income, and long-term financial flexibility. In this episo…
3 months, 4 weeks ago
4 Principles to Build Lasting Wealth
Season 11 Episode 38
What does it really take to build lasting financial success? In this episode of the Wise Money Show, we break down the four key principles that help …
4 months ago
Bonus Episode: Preparing Your Finances for Parenthood
Season 11
Are you ever truly financially ready to have kids? In this Wise Money bonus episode, CERTIFIED FINANCIAL PLANNERS™ Mike Bernard and Amy Masters discu…
4 months, 1 week ago