Podcast Episodes
Back to Search3 Ways to Optimize How You Contribute to an HSA
Season 7 Episode 28
As HSA (Health Savings Account) eligible High Deductible Health Plans become more popular, and as tax laws adapt such that the HSA is an even more ve…
4 years, 2 months ago
How Stocks Perform With Rising Interest Rates
Season 7 Episode 27
To combat inflation, the Fed is set to increase interest rates multiple times this year. What happens to stocks when the Fed is raising rates, and wh…
4 years, 2 months ago
Tax Strategies To Implement For This Tax Season
Season 7 Episode 26
It's tax season again, and this one comes with a host of new rules just like the last several. What tax planning strategies should you be on the look…
4 years, 2 months ago
Important Ages in Your Financial Life
Season 7 Episode 25
Your age can influence what financial options are available to you and therefore can influence your financial plan and decision making. What are thos…
4 years, 3 months ago
The Best Place to Get Your Down Payment for a House
Season 7 Episode 24
When you are moving, it’s imperative that you act fast in today’s housing market. Often times that means you start the buying process before you star…
4 years, 3 months ago
How To Manage Today’s Stock Market Volatility
Season 7 Episode 23
The stock market when from unusually calm to extremely turbulent in just a matter of days. What is causing the recent volatility and what's the best …
4 years, 3 months ago
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 pla…
4 years, 3 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…
4 years, 4 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 d…
4 years, 4 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 …
4 years, 4 months ago