Podcast Episodes

Holes in Your Retirement Savings and How to Fill Them

Season 7 Episode 22

Are there gaps in your retirement savings? Inevitably there will be times in your life when you’re unable to save what you hoped, or a retirement plan is unavailable to you through your employer. Wha…

Published on 3 years, 10 months ago

2021 Market Review & 2022 Investment Outlook

Season 7 Episode 21

2021 was one of the best years in Stock Market history with index performance more than double the long-term average and volatility well below normal. What should we expect for 2022 and how should yo…

Published on 3 years, 11 months ago

What to Do With Your 401k at Your Old Job - The Great Resignation

Season 7 Episode 20

Lots of people are leaving the workforce or changing jobs, a phenomenon called the Great Resignation. With the Great Resignation there is the great decision - what do you do with your 401(k) at your …

Published on 3 years, 11 months ago

The Financial Goal Planning Process

Season 7 Episode 19

Start the new year out right by learning and putting to use the Wise Money Financial Goal Planning Process. Whether you have a New Years' resolution you're hoping to achieve in 2022 or simply need to…

Published on 3 years, 11 months ago

How To Eliminate The Financial Stress of Christmas

Season 7 Episode 18

Merry Christmas from the Wise Money Show!

How can you eliminate the financial stress that tends to be ever-present this time of year? The holidays don’t have to be that way with the right financial s…

Published on 3 years, 11 months ago

Tax Shelter Limits and Strategies for 2022

Season 7 Episode 17

What are the contribution limits to IRA’s, 401(k)’s, and HSA’s for 2022 and how should that influence your tax shelter strategy? We’ve got those answers coming up, but more important than that, what …

Published on 4 years ago

Ways To Maximize The New Family Tax Credits

Season 7 Episode 16

Two tax credits got a facelift for 2022 and are now significantly more beneficial to families, only if you’re eligible. In this episode of The Wise Money Show, we’re going to explain the important ch…

Published on 4 years ago

Top 5 Financial Action Items Before Year‘s End

Season 7 Episode 15

Another year is coming to a close and so are many financial strategies that have a December 31st deadline. What action steps do you need to take in your finances before the year is up? We’ve got our …

Published on 4 years ago

Best Investment Solutions For The Short Term

Season 7 Episode 14

What is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time highs, is it a good idea to invest this money in st…

Published on 4 years ago

Mistakes to Avoid When Choosing a Financial Planner

Season 7 Episode 13

Choosing the right financial planner can be the difference between you achieving your definition of financial peace or not. What are the most common mistakes that are made when choosing this importan…

Published on 4 years, 1 month ago