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Bonus Episode: How to Handle Finances After Losing a Partner

Season 11

Losing a spouse is one of the most difficult transitions in life, emotionally and financially. We're sitting down with Tayler Rhoda CFP® to discuss t…

5 months, 2 weeks ago

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Leverage the Latest Tax Law Changes to Save Big

Season 11 Episode 4

Major tax law changes are here in 2025. Are you ready to take advantage of them before year-end? In this episode of Wise Money, we break down the mos…

5 months, 3 weeks ago

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College Planning 101: 529 Plans, Tax Credits & Smarter Student Loans

Season 11 Episode 3

College planning doesn't have to break the bank. From 529 plans and tax credits to student loans and smart money habits, this episode of the Wise Mon…

6 months ago

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Should You Tap Your Retirement Accounts to Buy a House? And Other Listener Questions

Season 11 Episode 2

Thinking about tapping into your retirement accounts to buy a home or cover a big move? In this episode of Wise Money, we break down the pros and con…

6 months, 1 week ago

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Top Tax Myths That Could Be Costing You Money

Season 11 Episode 1

Think you know taxes? Think again. In this episode of Wise Money, we uncover the most common tax misconceptions that could be hurting your financial …

6 months, 2 weeks ago

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How to Invest Your HSA & Other Listener Questions Answered

Season 10 Episode 52

Should you invest your HSA (Health Savings Account), and if so, how do you actually do it? In this episode of Wise Money, we're answering listener qu…

6 months, 3 weeks ago

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Bonus Episode: Exit Planning For Selling Your Business

Season 10

Selling your business isn't just about the top-line sale price; it's about how much you actually get to keep after taxes, debt payoff, and transition…

6 months, 3 weeks ago

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Can You Retire with Just $1 Million?

Season 10 Episode 51

Is $1 million enough to retire? It's a question nearly every saver has wondered, and the answer might surprise you. In this episode of Wise Money, we…

7 months ago

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Get More Tax-Free Growth Before You Retire

Season 10 Episode 50

Are you just a few years away from retirement and wondering how to get more of your wealth growing tax-free? In this episode of Wise Money, we're ans…

7 months, 1 week ago

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5 Signs You're Not as Financially Secure as You Think

Season 10 Episode 49

Are you one unexpected expense away from a financial crisis, even if things look fine on the surface? In this episode of Wise Money, we're revealing …

7 months, 1 week ago

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