Podcast Episodes
Back to SearchAdvanced Planning Strategies Using the Donor Advised Fund
Season 10 Episode 38
Donor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial planning tool for tax optimization, estate planning, an…
Published on 4 months ago
How to Plan and Save for Your Child's College Education
Season 10 Episode 34
Planning for your child's college education can feel overwhelming, but it doesn't have to be. In this episode of Wise Money, we walk through the key steps every parent or grandparent should take when…
Published on 4 months, 1 week ago
Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving
Season 10 Episode 36
Is your teen about to start driving? Buckle up because it's not just their world that's changing; it's your insurance and your wallet, too. We're joined by insurance expert Alysia Boehner to break do…
Published on 4 months, 2 weeks ago
Sudden Wealth? How to Build a Game Plan for Long-Term Success
Season 10 Episode 35
Whether it's a signing bonus, inheritance, business sale, or a lucky break, sudden wealth can change your life—but only if you manage it wisely. With the NFL Draft happening this coming week, we're u…
Published on 4 months, 3 weeks ago
Should You Only Hold Dividend Stocks in Retirement
Season 10 Episode 34
Is it wise to rely solely on dividend-paying stocks in retirement, or could that strategy backfire? Conventional wisdom says to reduce stock exposure as you age, but what if your dividend income cove…
Published on 5 months ago
What's The Right Emergency Fund for Your Financial Confidence
Season 10 Episode 33
In today's financial landscape, having the right emergency fund is more crucial than ever for maintaining your financial confidence. In this episode of Wise Money, we are diving deep into the essenti…
Published on 5 months, 1 week ago
Essential Planning for Homeowners Insurance When Moving
Season 10 Episode 32
Are you planning to move into a new home? Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money, we dive into the essential considerations and planning st…
Published on 5 months, 2 weeks ago
Tax Planning Successes and Misses You Should Learn From
Season 10 Episode 31
Tax planning is one of the six areas of your financial plan, and yet, unlike tax preparation, there is no requirement or deadline to complete your tax planning. In this episode, we are sharing storie…
Published on 5 months, 3 weeks ago
Your Roth IRA Questions Answered!
Season 10 Episode 30
The Roth IRA is a fantastic and versatile tool for your financial future. However, it has intricate rules that can cause confusion and uncertainty on how best to utilize this tool. In this episode of…
Published on 5 months, 4 weeks ago
Pro Tips for Managing Your Old 401k
Season 10 Episode 29
Navigating the options for an old 401(k) from a previous employer is a crucial step in optimizing your long-term financial strategy. From rolling it over to a new employer's plan, transferring it to …
Published on 6 months ago