Podcast Episodes
Back to SearchShould You Tap Your Retirement Accounts to Buy a House? And Other Listener Questions
Season 11 Episode 2
Thinking about tapping into your retirement accounts to buy a home or cover a big move? In this episode of Wise Money, we break down the pros and cons of using IRA or Roth IRA funds for non-retiremen…
Published on 3 months, 2 weeks ago
Top Tax Myths That Could Be Costing You Money
Season 11 Episode 1
Think you know taxes? Think again. In this episode of Wise Money, we uncover the most common tax misconceptions that could be hurting your financial plan. From mortgage interest myths to the truth ab…
Published on 3 months, 3 weeks ago
How to Invest Your HSA & Other Listener Questions Answered
Season 10 Episode 52
Should you invest your HSA (Health Savings Account), and if so, how do you actually do it? In this episode of Wise Money, we're answering listener questions on some of the most important areas of you…
Published on 4 months ago
Bonus Episode: Exit Planning For Selling Your Business
Season 10
Selling your business isn't just about the top-line sale price; it's about how much you actually get to keep after taxes, debt payoff, and transition costs. In this Wise Money Spotlight, CFP®, CEPA J…
Published on 4 months, 1 week ago
Can You Retire with Just $1 Million?
Season 10 Episode 51
Is $1 million enough to retire? It's a question nearly every saver has wondered, and the answer might surprise you. In this episode of Wise Money, we dig into the $1 million retirement goal. What doe…
Published on 4 months, 1 week ago
Get More Tax-Free Growth Before You Retire
Season 10 Episode 50
Are you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of Wise Money, we're answering a question from a listener who wants to max…
Published on 4 months, 2 weeks ago
5 Signs You're Not as Financially Secure as You Think
Season 10 Episode 49
Are you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we're revealing five hidden signs that you may not be financially …
Published on 4 months, 3 weeks ago
Bonus Episode: Why Pastors Need a Special Financial Plan for Retirement
Season 10
Taxes, savings, and retirement planning work differently for pastors, and if you're in ministry, you need to understand how these unique rules impact your financial plan. In our first Wise Money Spot…
Published on 4 months, 3 weeks ago
How the New Tax Laws Impact Your Financial Planning
Season 10 Episode 48
Big changes are coming with the new tax law, the One Big Beautiful Bill Act (OBBBA), and you need to know how they will impact your financial life. In this episode of Wise Money, we are breaking down…
Published on 5 months ago
How Much Guaranteed Income Should You Have in Retirement?
Season 10 Episode 47
How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and flexibility is key to a successful, confident retirement. I…
Published on 5 months, 1 week ago