Podcast Episodes
Back to SearchHow to Reduce Medicare Premium Surprises - IRMAA Planning
Season 11 Episode 37
IRMAA planning is an important part of retirement planning because even a small increase in income can trigger significantly higher Medicare premiums…
4 months, 1 week ago
Social Security Changes Are Coming - Are You Ready?
Season 11 Episode 36
Social Security changes may be coming sooner than many retirees expect. In this episode of the Wise Money Show, we explain what Social Security insol…
4 months, 2 weeks ago
Answering Your Questions on 529 Plans, Moving in Retirement, and CFPs
Season 11 Episode 35
529 plans keep evolving, and the latest rule changes could impact how you save and spend for education. In this episode of the Wise Money Show, we an…
4 months, 3 weeks ago
What Retirement Readiness Really Looks Like in 2026
Season 11 Episode 34
Retirement planning in 2026 looks different than what it did for previous generations, and that means your strategy may need to change, too. In this …
5 months ago
Bonus Episode: Retiring Before 65? The Health Insurance Decision Before Medicare
Season 11
If you're planning to retire before Medicare, choosing the right health insurance strategy is critical. In this Wise Money bonus episode, Ben Bulgrie…
5 months ago
Your 2026 Tax Planning Checklist Starts Now - Plus 5 Moves to Make Before April 15
Season 11 Episode 33
Before you file your taxes, make a few decisions that could impact your financial future. In this episode of The Wise Money Show, we walk through the…
5 months, 1 week ago
Want Passive Income From Rental Property? Know These 4 Rules
Season 11 Episode 32
Thinking about turning your current home into a rental property? In this episode of the Wise Money Show, we break down the four laws of rental real e…
5 months, 2 weeks ago
These 3 Tax Hacks Sound Fake (But They'll Save You Thousands)
Season 11 Episode 31
Are you leaving thousands on the table because you think certain tax breaks are off-limits for your family? In this episode of The Wise Money Show, w…
5 months, 3 weeks ago
Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead
Season 11 Episode 30
Are you planning to leave an inheritance for your kids or grandkids? New tax rules have opened the door to smarter, more tax-efficient ways to transf…
6 months ago
Bonus Episode: How to Budget at Any Income Level | Even High Earners
Season 11
Budgeting is not just for people starting out. In this Wise Money bonus episode, we are joined by Ben Chambers and explain why budgeting still matter…
6 months ago