Podcast Episodes
Back to SearchIs There a Maximum Age for Catch-Up Contributions?
Season 11 Episode 10
On this special Listener Question episode of Wise Money, we're answering your financial questions. From the new catch-up contribution rules and "super" catch-ups at age 60, to whether it ever makes s…
Published on 1 month, 3 weeks ago
Money Hacks to Save More and Build Wealth Faster
Season 11 Episode 9
Many people believe that earning more income will automatically lead to wealth, but that's not how financial freedom works. Real wealth isn't about how much you make, it's about how much you keep and…
Published on 2 months ago
Bonus Episode: Responding to Your Social Security Questions & Comments
Season 11 Episode 236
When it comes to Social Security, everyone has an opinion, but what does the math (and financial planning) actually say? We searched our YouTube comments to respond to your most common frustrations a…
Published on 2 months ago
The 5 Best Times to Do a Roth Conversion (and When You Shouldn't)
Season 11 Episode 8
Most people have heard that Roth IRAs can be a powerful tool, but many don't realize that the timing of a Roth conversion is just as important as the strategy itself. If done right, a Roth conversion…
Published on 2 months, 1 week ago
Big Medicare Changes Ahead: What It Means for Your Retirement Plan
Season 11 Episode 7
Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums for Medicare supplement prescription drug plans ar…
Published on 2 months, 2 weeks ago
7 Costly Financial Mistakes People Make in Their 50s
Season 11 Episode 6
Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early to overlooking critical tax strategies, these mist…
Published on 2 months, 3 weeks ago
Do You Still Need Life Insurance in Retirement?
Season 11 Episode 5
Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still makes sense in retirement, when it doesn't, and h…
Published on 3 months ago
Bonus Episode: How to Handle Finances After Losing a Partner
Season 11
Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss the unique financial challenges widows and widowers…
Published on 3 months ago
Leverage the Latest Tax Law Changes to Save Big
Season 11 Episode 4
Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the most important updates from the Secure Act 2.0 and On…
Published on 3 months, 1 week ago
College Planning 101: 529 Plans, Tax Credits & Smarter Student Loans
Season 11 Episode 3
College planning doesn't have to break the bank. From 529 plans and tax credits to student loans and smart money habits, this episode of the Wise Money Show walks you through practical strategies to …
Published on 3 months, 2 weeks ago