Podcast Episodes
Back to SearchAnswers to the 7 Most Common Financial Questions Everyone Is Asking
Season 11 Episode 21
As the year gets underway, we're answering the seven financial questions people ask us most, covering investing, retirement, taxes, Roth strategies, …
1 month, 3 weeks ago
5 Financial Resolutions That Pay Off
Season 11 Episode 20
As a new year begins, many financial resolutions start strong but fade quickly without a clear plan. In this episode of Wise Money, we break down fiv…
2 months ago
How to Build a Cash Flow System That Actually Works
Season 11 Episode 19
Most people think financial stress is about income, but it's usually a broken cash flow system. In this episode of Wise Money, we walk through the th…
2 months, 1 week ago
Planning to Retire in 2026? Your Complete Retirement Checklist
Season 11 Episode 18
Are you planning to retire in 2026? In this episode of Wise Money, we cover the most important decisions to make in the final stretch before retireme…
2 months, 2 weeks ago
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
Season 11 Episode 17
Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the …
2 months, 3 weeks ago
Bonus Episode: Will Long-Term Care Wreck Your Retirement?
Season 11
Long-term care is one of the biggest risks to your retirement. In this bonus episode of Wise Money, we are joined by Zach Broadwick, CFP®, to break d…
2 months, 3 weeks ago
The Ultimate Year-End Financial Planning Checklist
Season 11 Episode 16
As the year comes to a close, it's easy to get swept up in the holidays and forget key financial to-dos that could make a huge impact on your taxes, …
3 months ago
How to Be Generous and Still Save On Taxes
Season 11 Episode 15
It's the season of giving, but are you giving in the most impactful and tax-efficient way? In this episode of the Wise Money Show, we break down smar…
3 months, 1 week ago
Roth IRA Rules People Get Wrong
Season 11 Episode 14
Roth IRAs are powerful, but also misunderstood. In this episode of Wise Money, we break down the most common Roth IRA questions we hear. From age lim…
3 months, 1 week ago
Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retirement
Season 11
Retiring before Medicare? You might face a tricky balancing act between doing Roth conversions and keeping your health insurance subsidies through th…
3 months, 2 weeks ago