Podcast Episodes
Back to SearchHow to Be Generous and Still Save On Taxes
Season 11 Episode 15
It's the season of giving, but are you giving in the most impactful and tax-efficient way? In this episode of the Wise Money Show, we break down smar…
5 months, 2 weeks ago
Roth IRA Rules People Get Wrong
Season 11 Episode 14
Roth IRAs are powerful, but also misunderstood. In this episode of Wise Money, we break down the most common Roth IRA questions we hear. From age lim…
5 months, 3 weeks ago
Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retirement
Season 11
Retiring before Medicare? You might face a tricky balancing act between doing Roth conversions and keeping your health insurance subsidies through th…
5 months, 3 weeks ago
Still 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…
6 months 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…
6 months, 1 week 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…
6 months, 2 weeks 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…
6 months, 3 weeks 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…
6 months, 4 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…
7 months 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…
7 months ago