Podcast Episodes
Back to SearchThe Financial Do's and Don'ts Before Having a Baby
Episode 122
Season 4 Episode 28
Having a baby is one of the most exciting experiences you’ll have in your life. However, along with that joy comes dirty diapers, lack of sleep, and new financial challenges. We’l…
Published on 6 years, 9 months ago
Seven Promises For This Year's Taxes
Episode 121
Season 4 Episode 27
Your tax return is both complicated and emotional, and the changes in the tax law this year will strain both. Join Mike and Kevin as they welcome back special guest CPA Ryan Fair …
Published on 6 years, 9 months ago
The Retirement Spending Gap
Episode 120
Season 4 Episode 26
More research was just released showing the gap is widening between what retirees actually spend and how much they can afford to. Mike and Josh discuss the current findings and ho…
Published on 6 years, 9 months ago
Retirement Withdrawal Strategies
Episode 119
Season 4 Episode 25
Most savers spend their working careers focused on saving money, but when it’s time to retire, it’s difficult to transition to withdrawing that money. In this week’s episode of Wi…
Published on 6 years, 10 months ago
The Dangers of Preparing Your Own Tax Return
Episode 118
Season 4 Episode 24
A year ago, tax reform was unveiled with the promise of making our complicated tax system so much easier that you could file your return on the back of a postcard. Unfortunately, …
Published on 6 years, 10 months ago
Should You Retire at the Same Time as Your Spouse?
Episode 117
Season 4 Episode 23
A recent study found that fewer and fewer couples are retiring at the same time. Does this create advantages or disadvantages when it comes to preparing to retire? We answer that …
Published on 6 years, 10 months ago
When Are You Allowed to Contribute to a Health Savings Account?
Episode 116
Season 4 Episode 22
The Health Savings Account (HSA) has become a much more popular financial instrument over the last decade, but confusion remains over when you can and cannot use it. We’re answer …Published on 6 years, 10 months ago
What Do Rising Interest Rates Mean To You?
Episode 115
Season 4 Episode 21
One of the current themes in the economy and stock market is rising interest rates. What does that mean to you? From how it changes the stock market and impacts your investments, …
Published on 6 years, 11 months ago
2018 Stock Market Recap & How You Should Invest in 2019
Episode 114
Season 4 Episode 20
2018 was a chaotic ride for investments, bringing two stock market corrections, a significant increase in volatility, and great uncertainty and fear about what’s ahead for 2019. I…
Published on 6 years, 11 months ago
The Value of Tracking Your Net Worth
Episode 113
Season 4 Episode 19
Do you have the habit of taking a snapshot of your financial situation at least once a year? We’ll tell you how to do that and why it’s important on this episode of Wise Money.
Ha…Published on 6 years, 11 months ago