Podcast Episodes
Back to SearchS3E46: How to Succeed at Succession Planning
Episode 88
If you own a small business, it’s usually your most valuable financial asset in your financial life. In order for that asset to provide for you and y…
7 years, 10 months ago
S3E45: Should Your Small Business Be an LLC or S Corp?
Episode 87
Why should you structure your small business as an LLC, and when would an S Corp be a better option? In this episode of Wise Money, Mike and Josh w…
7 years, 10 months ago
S3E44: The What and the Why of Estate Planning
Episode 86
Estate Planning can be a difficult component of your financial life, not only because it is emotional, but also due to it’s complexity. This week, Mi…
7 years, 10 months ago
S3E43: What To Do When Life Throws You Curve-balls
Episode 85
Life is uncertain, sometimes you feel like you’ve got it all figured out, and other times your finances get hit with one thing after another. Plannin…
7 years, 10 months ago
S3E42: Are All Term Life Insurance Policies Created Equal?
Episode 84
Life insurance is complicated and it’s hard to distinguish one type from another, let alone have confidence that you know which one is right for you.…
7 years, 11 months ago
S3E41: 2018 State of the Housing Market
Episode 83
Is now the time to put your house on the market? We’ve all heard the stories of bidding wars and offers for full list price, so is now the time for y…
7 years, 11 months ago
S3E40: Is Your Retirement Vision Crystal Clear?
Episode 82
Everyone has a unique vision of what retirement looks like, and formulating that vision is where the process of planning for retirement starts. To ac…
7 years, 11 months ago
S3E39: The Electric Shock - Lessons From GE
Episode 81
Shares of General Electric have been in a tailspin over the past 12 months while the company is making drastic changes to reinvent and sustain their …
7 years, 11 months ago
S3E38: Are All Financial Advisors Created Equal?
Episode 80
Are your financial decisions connected to creating the life you truly want? Most financial professionals only seek to help you get the right investme…
7 years, 11 months ago
S3E37: Planning For Healthcare In Retirement
Episode 79
Research shows that the average couple will spend over $260k on healthcare in retirement, making it one of the biggest expenses to plan for. Therefor…
8 years ago