Podcast Episodes
Back to SearchWhat to Do With an Old 401(k)
Episode 182
On average, employees in the US change jobs 12 times over the course of their careers—changing employers about every 5 years. In most cases, that change means deciding what to do with an old retireme…
Published on 5 years, 7 months ago
Should You Have A Mortgage In Retirement?
Episode 181
Many people have a goal of entering retirement debt-free, which means finding a way of getting the mortgage paid off while also aggressively saving into retirement accounts. Is that the best strategy…
Published on 5 years, 7 months ago
How Often Should You Review Your Home and Auto Insurance?
Episode 180
How often should you review your home and auto insurance? Not the cost, but rather the coverage? Most people set it and forget it, but is that the best approach? Insurance Advisor Alysia Boehner join…
Published on 5 years, 8 months ago
How the CARES Act Impacts Small Businesses
Episode 179
How does the CARES Act impact your small business? The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial dec…
Published on 5 years, 8 months ago
How the CARES Act Impacts You
Episode 178
The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial decisions that you need to make. This is the first of …
Published on 5 years, 8 months ago
Your Most Common Tax Questions Answered
Episode 177
Despite recent efforts to simplify the US tax code, it seems it is more complicated than ever before. As a result, tax time can be confusing—and frustrating—for taxpayers. On today’s episode of The W…
Published on 5 years, 8 months ago
How to Build Your Financial Skill Stack
Episode 176
Your Financial Skill Stack includes a wide range of knowledge and specific capabilities that can help you achieve your version of financial success. On today’s episode of The Wise Money Show, Mike, J…
Published on 5 years, 9 months ago
5 Responses to the Stock Market Uncertainty
Episode 175
Investors have reacted sharply to the combination of the coronavirus and OPEC’s failure to reach an agreement on oil prices and production. The result has been a dramatic tumble in the stock market t…
Published on 5 years, 9 months ago
Tax Tips for Your 2019 Tax Return
Episode 174
Unlike 2018, 2019 didn’t deliver any major changes to the tax law. However, in this final stretch of tax season, there are still things you need to know to be sure your taxes reflect any changes in y…
Published on 5 years, 9 months ago
A Trick to Withdrawing Your 401(k) Early
Episode 173
The 401(k) is one of the most powerful wealth-building tools available, especially when planning for financial freedom in retirement. It’s no wonder 401(k) accounts hold more than $6 trillion dollar…
Published on 5 years, 9 months ago