Podcast Episodes
Back to SearchHow to Set Great Financial Goals
Episode 112
Season 4 Episode 18
Achieving great financial progress starts with setting great financial goals. As 2018 comes to an end and we welcome the start of the new year, set aside some time to be intention…
Published on 6 years, 11 months ago
Financial Planning for Year End 2018
Episode 111
Season 4 Episode 17
2018 is coming to an end, make sure you carve out time to deal with all of the time sensitive financial planning items that must be done before the end of the year, as well as all…
Published on 6 years, 11 months ago
Giving Strategies in the New Tax Law
Episode 110
Season 4 Episode 16
Tis the season of giving, and that brings with it all sorts of questions about taxes: whether the gift is taxable, how to get the best tax deduction for your gift, and what the be…
Published on 7 years ago
Is Going Back to College a Smart Idea?
Episode 109
Season 4 Episode 15
When planning our finances, we spend most of our time focusing on our financial capital and not on our human capital, the skills and abilities that we have to make money. But with…
Published on 7 years ago
2018 Year End Tax Planning Checklist
Episode 108
Season 4 Episode 14
There are some tax planning opportunities that expire at the end of the year, and some that you can now utilize more in 2019. We’re helping you make your year end tax planning che…
Published on 7 years ago
The Convenience Revolution with Shep Hyken
Episode 107
Season 4 Episode 13
Best-selling author, Shep Hyken, joins this episode of the Wise Money Show to discuss what your small business needs to do to ride the wave of the Convenience Revolution, and how …
Published on 7 years ago
Do You Have Any Lazy Dollars?
Episode 106
Season 4 Episode 12
In an intentional financial life, you’ve assigned every dollar a job to do. Whether it’s bail you out of an emergency, grow for your retirement, or help put your kids through coll…
Published on 7 years, 1 month ago
Financial Planning for Millennials by Millennials
Episode 105
Season 4 Episode 11
It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season right now, or if you have a child or grandchild in …
Published on 7 years, 1 month ago
Why This Year's Tax Planning is More Important Than Ever
Episode 104
Season 4 Episode 10
You need to be proactive with your taxes every year, exploring what changes are going to impact you and what tax opportunities you should utilize. However, with the new tax laws t…Published on 7 years, 1 month ago
Is it Wise to Payoff Your Mortgage Early or Invest More?
Episode 103
Season 4 Episode 9
Paying off your mortgage and being debt free is a great milestone to strive for in your financial life, but should you seek that ahead of saving aggressively for retirement? Mike, …
Published on 7 years, 1 month ago