Podcast Episodes
Back to SearchHow the New Tax Laws Impact Your Financial Planning
Season 10 Episode 48
Big changes are coming with the new tax law, the One Big Beautiful Bill Act (OBBBA), and you need to know how they will impact your financial life. In this episode of Wise Money, we are breaking down…
Published on 1 month, 3 weeks ago
How Much Guaranteed Income Should You Have in Retirement?
Season 10 Episode 47
How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and flexibility is key to a successful, confident retirement. I…
Published on 2 months ago
5 Steps to Financial Independence
Season 10 Episode 46
Financial independence isn't just about retiring early. It's about gaining freedom, flexibility, and the ability to choose how you live and work. In this episode of The Wise Money Show, we break down…
Published on 2 months, 1 week ago
Inherited IRA Rules for Spouses Under the Age of 59.5
Season 10 Episode 45
Losing a spouse is emotionally devastating, and it also comes with complex financial decisions. If you've inherited an IRA and you're under age 59 1/2, the choices you make could significantly impact…
Published on 2 months, 2 weeks ago
ICHRAs - A New Option for Health Insurance
Season 10 Episode 44
Health insurance is a major decision and a growing trend is reshaping how some employers provide it. Enter the ICHRA, or Individual Coverage Health Reimbursement Arrangement. What is an ICHRA, why ar…
Published on 2 months, 3 weeks ago
Retiring Early? How to Plan for Health Insurance
Season 10 Episode 43
If you're planning to retire before you're eligible for Medicare at age 65, one of the biggest questions you'll face is: What do I do about health insurance? In this episode of The Wise Money Show, w…
Published on 2 months, 4 weeks ago
Answering The Top 10 Most Common Social Security Questions
Season 10 Episode 42
Are you confused about Social Security? You're not alone. In this episode of Wise Money, we're answering the top 10 most common Social Security questions—the ones we hear all the time from people pla…
Published on 3 months ago
Should I Pay Off My Mortgage With an Inheritance?
Season 10 Episode 41
When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is deciding whether to pay off his home, invest for r…
Published on 3 months, 1 week ago
How Financial Planners Prepare for Retirement 5 Years Out
Season 10 Episode 40
The last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning what you want your next chapter to look like. In …
Published on 3 months, 2 weeks ago
Tariffs, Markets, and Being Recession Ready
Season 10 Episode 39
Uncertainty has been the theme thus far in the economy and markets. Personally, what are the key decisions in your finances you need to get right during this uncertain time, and how do you prepare sh…
Published on 3 months, 3 weeks ago