Podcast Episodes
Back to Search2018 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’…
7 years, 5 months 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 rid…
7 years, 5 months 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 y…
7 years, 5 months 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 r…
7 years, 6 months 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 yo…7 years, 6 months 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 a…
7 years, 6 months ago
Is Long Term Care Insurance Worth The Cost?
Episode 102
Season 4 Episode 8 The cost of receiving long term care services is rising higher and higher, which is making it critical that you explore how you’…
7 years, 6 months ago
Be Ready For This Year's Medicare Open Enrollment
Episode 101
Season 4 Episode 7
Open Enrollment for Medicare is upon us again. Whether you’re about to turn 65, already on Medicare, or just helping ensure your p…
7 years, 7 months ago
How to Avoid the Biggest Home & Auto Insurance Mistake
Episode 100
Season 4 Episode 6
Mike Bernard and Josh Gregory welcome special guest, home and auto insurance advisor, Leann Davis, to this episode to discuss how …
7 years, 7 months ago
How Your Thinking Impacts Your Money
Episode 99
Season 4 Episode 5
What does your thinking have to do with your ability to accumulate wealth? Turns out, a lot more than you may believe. In this e…
7 years, 7 months ago