Podcast Episodes
Back to SearchThese 3 Tax Hacks Sound Fake (But They'll Save You Thousands)
Season 11 Episode 31
Are you leaving thousands on the table because you think certain tax breaks are off-limits for your family? In this episode of The Wise Money Show, w…
1 month, 3 weeks ago
Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead
Season 11 Episode 30
Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transf…
2 months ago
Bonus Episode: How to Budget at Any Income Level | Even High Earners
Season 11
Budgeting is not just for people starting out. In this Wise Money bonus episode, we are joined by Ben Chambers and explain why budgeting still matter…
2 months ago
Investing When You're Nervous About the Stock Market
Season 11 Episode 29
If you're approaching retirement and feeling nervous about the stock market, you're not alone. In this episode of the Wise Money Show, we tackle a re…
2 months, 1 week ago
Are Your Finances Working Together or Against You? 6 Warning Signs
Season 11 Episode 28
Are your finances truly working together, or are you unknowingly creating tradeoffs? In this episode of Wise Money, we break down the six areas of yo…
2 months, 2 weeks ago
5 Early Retirement Mistakes That Could Derail Your Entire Plan
Season 11 Episode 27
Small mistakes early in retirement can quietly derail even the best financial plan. In this episode of The Wise Money Show, we share five of the most…
2 months, 3 weeks ago
What's The Best Age to Retire? It's Not What You Think
Episode 238
Is age 65 still the right retirement age, or has that idea become outdated? In this episode of the Wise Money Show, we break down the key retirement …
3 months ago
Bonus Episode: Worried About Taxes in Retirement? Here's What to Do
Season 11
Taxes in retirement could be one of your largest expenses, especially if most of your savings are in pre-tax accounts. In this bonus episode of Wise …
3 months ago
Are Target Date Funds a Wise Choice? What to Do When They Aren't
Season 11 Episode 25
Target date funds are one of the most popular investment options inside a 401(k), but are they actually the right choice for your retirement plan? In…
3 months, 1 week ago
The Biggest Tax Law Changes You Need to Plan For Right Now
Season 11 Episode 24
Before you file your taxes, there are critical financial planning moves you need to understand. In this episode of the Wise Money Show, we break down…
3 months, 2 weeks ago