Podcast Episodes
Back to SearchStill Have Debt in Your 50s? How to Retire Confidently
Season 11 Episode 13
Retiring with debt in your 50s can feel like a dead end, but it doesn't have to be. In this episode of Wise Money, we unpack how to balance paying of…
3 months, 3 weeks ago
Choosing the Right Investment Mix in Retirement
Season 11 Episode 12
When you retire, your investment strategy shouldn't look the same as it did during your working years. The way down the mountain is different and mor…
4 months ago
2025 Tax Planning Playbook: Wise Moves Before Year-End
Season 11 Episode 11
As 2025 wraps up, so does your chance to make smart, proactive tax moves before the year is over. In this episode of Wise Money, we walk through your…
4 months, 1 week ago
Is There a Maximum Age for Catch-Up Contributions?
Season 11 Episode 10
On this special Listener Question episode of Wise Money, we're answering your financial questions. From the new catch-up contribution rules and "supe…
4 months, 1 week ago
Money Hacks to Save More and Build Wealth Faster
Season 11 Episode 9
Many people believe that earning more income will automatically lead to wealth, but that's not how financial freedom works. Real wealth isn't about h…
4 months, 2 weeks ago
Bonus Episode: Responding to Your Social Security Questions & Comments
Season 11 Episode 236
When it comes to Social Security, everyone has an opinion, but what does the math (and financial planning) actually say? We searched our YouTube comm…
4 months, 3 weeks ago
The 5 Best Times to Do a Roth Conversion (and When You Shouldn't)
Season 11 Episode 8
Most people have heard that Roth IRAs can be a powerful tool, but many don't realize that the timing of a Roth conversion is just as important as the…
4 months, 3 weeks ago
Big Medicare Changes Ahead: What It Means for Your Retirement Plan
Season 11 Episode 7
Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums …
5 months ago
7 Costly Financial Mistakes People Make in Their 50s
Season 11 Episode 6
Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early …
5 months, 1 week ago
Do You Still Need Life Insurance in Retirement?
Season 11 Episode 5
Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still…
5 months, 2 weeks ago