Podcast Episodes
Back to SearchHow to Adjust Your Financial Plan
Episode 172
Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and through, retirement. On today’s episode of The Wise …
Published on 5 years, 9 months ago
Top Five Tax Tips for Your Side Job
Episode 171
If you've ever had a side hustle or ever thought about starting one, do you know how it will affect your taxes? It is becoming more and more common to have side income that you need to report on your…
Published on 5 years, 10 months ago
What You Need to Know Before You Prepare Your Taxes
Episode 170
The 2019 tax season is officially underway! To make sure you are getting the most from your return, we are covering the most important items you need to look out for. While there aren't big tax law c…
Published on 5 years, 10 months ago
How Car Insurance Works Crossing State Lines
Episode 169
Have you ever wondered what would happen if you were in a car accident in a different state? Does your car insurance still cover you if you drive across state lines? Do you really need to get the ext…
Published on 5 years, 10 months ago
How the SECURE Act Impacts Your Financial Plan
Episode 168
Big changes were signed into law in December through the SECURE ACT (Setting Every Community Up for Retirement Enhancement) and it will impact your financial life and the decisions you make about ret…
Published on 5 years, 10 months ago
2019 Investment Review and What to Expect in 2020
Episode 167
Many investors were surprised by the incredible stock market performance in 2019. Should you be skeptical about where the markets are heading in 2020? In this episode, we are sharing our thoughts on …
Published on 5 years, 11 months ago
Defining Financial Success and How to Achieve It
Episode 166
How do you define financial success, and how do you know if you’re on track towards achieving it? We’re all striving for financial success, however, it has a different meaning for all of us. We are h…
Published on 5 years, 11 months ago
How to Create the Right Spending Plan
Episode 165
The start of a new year is a great time to update your budget. That said, we’re going to challenge you to a higher level of a budget by teaching and helping you create a Spending Plan, something we c…
Published on 5 years, 11 months ago
Your Primary Aim | How to Set the Right Financial Goals
Episode 164
As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vision for your life, something we call your Primary …
Published on 5 years, 11 months ago
Year-End Financial Planning
Episode 163
We’re approaching the end of another year, and now is a great time to do a quick financial inventory to ensure that you address all of the time-sensitive financial items before it’s too late. We’re s…
Published on 6 years ago