Podcast Episodes
Back to SearchIs the Stock Market Too Hot Right Now? What Investors Should Do Next
Season 11 Episode 23
After a powerful run in the markets, many investors are asking whether the stock market is too hot and what that means for their portfolio. In this e…
3 months, 3 weeks ago
How a 529 Plan Could Turn Into a $1 Million Tax-Free Retirement Strategy
Season 11 Episode 22
Financial planning with 529 plans has changed in a big way. What was once just a college savings tool can now become a powerful strategy for long-ter…
3 months, 4 weeks ago
Bonus Episode: What's the Best Retirement Move at 50? 401k, Roth, or HSA
Season 11 Episode 237
If you're 50 years old, how do you decide whether to max out your 401(k), Roth IRA, or HSA? The right answer depends on more than just tax benefits; …
4 months ago
Answers to the 7 Most Common Financial Questions Everyone Is Asking
Season 11 Episode 21
As the year gets underway, we're answering the seven financial questions people ask us most, covering investing, retirement, taxes, Roth strategies, …
4 months ago
5 Financial Resolutions That Pay Off
Season 11 Episode 20
As a new year begins, many financial resolutions start strong but fade quickly without a clear plan. In this episode of Wise Money, we break down fiv…
4 months, 1 week ago
How to Build a Cash Flow System That Actually Works
Season 11 Episode 19
Most people think financial stress is about income, but it's usually a broken cash flow system. In this episode of Wise Money, we walk through the th…
4 months, 2 weeks ago
Planning to Retire in 2026? Your Complete Retirement Checklist
Season 11 Episode 18
Are you planning to retire in 2026? In this episode of Wise Money, we cover the most important decisions to make in the final stretch before retireme…
4 months, 3 weeks ago
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
Season 11 Episode 17
Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of Wise Money, we explain when Roth conversions in the …
5 months ago
Bonus Episode: Will Long-Term Care Wreck Your Retirement?
Season 11
Long-term care is one of the biggest risks to your retirement. In this bonus episode of Wise Money, we are joined by Zach Broadwick, CFP®, to break d…
5 months ago
The Ultimate Year-End Financial Planning Checklist
Season 11 Episode 16
As the year comes to a close, it's easy to get swept up in the holidays and forget key financial to-dos that could make a huge impact on your taxes, …
5 months, 1 week ago