Podcast Episodes
Back to SearchS2E32: FP Series: #5a Retirement Planning
Retirement is the average person’s biggest financial goal, yet often is the most confusing one to accomplish. It takes decades of preparation to get ready for, and it is intended to last several deca…
Published on 8 years, 8 months ago
S2E31: FP Series: #4 InvestmentPlanning
By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receives, what is the right approach to investing your n…
Published on 8 years, 8 months ago
S2E30: FP Series: #3 TaxPlanning
Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial plan. In this episode, Mike, Josh, and special gue…
Published on 8 years, 8 months ago
S2E29: FP Series: #2 Protection Planning
There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and proactively decide how you want to manage them. Join…
Published on 8 years, 8 months ago
S2E28: FP Series: #1 Present Financial Position
The foundation to a solid financial life is having good habits within your Present Financial Position. Join Kevin, Josh, and Mike in the 2nd episode of their new series on Comprehensive Financial Pl…
Published on 8 years, 9 months ago
S2E27: What Really Is Financial Planning?
Financial professionals have a variety of specialties and approaches to how they help individuals. So when Financial Planning is mentioned or when someone refers to themselves as a Financial Planner…
Published on 8 years, 9 months ago
S2E26: What You Need To Know If You’re Buying or Selling a House This Year
Housing season is officially underway, and with interest rates still low and the benefit of warmer temperatures, many people are looking to make big home decisions this spring and summer. That said,…
Published on 8 years, 9 months ago
S2E25: Did You Miss The Stock Market Rally?
A new study has revealed that half of all American’s have missed out on the stock market rally that started after the election 3 months ago. If that’s you, what should you do now? If you did partic…
Published on 8 years, 9 months ago
S2E24: Who Wants To Be A Millionaire
Although it is not always an accurate gauge of financial success, reaching the milestone of being a millionaire is something American’s have strived towards for decades. Along the path, and despite …
Published on 8 years, 10 months ago
S2E23: How To Win This Tax Season (part 2)
How have the tax laws changed this year and are you prepared for them this tax season? Mike and Josh welcome back special guest Ryan Fair, CPA, in this episode of Wise Money to discuss further how t…
Published on 8 years, 10 months ago