Podcast Episodes
Back to SearchBig Medicare Changes Ahead: What It Means for Your Retirement Plan
Season 11 Episode 7
Medicare is going through some of the biggest changes we've seen in years, and the impact on your retirement planning could be significant. Premiums …
7 months, 1 week ago
7 Costly Financial Mistakes People Make in Their 50s
Season 11 Episode 6
Are you in your 50s and planning for retirement? This decade can make or break your financial future. From cashing out retirement accounts too early …
7 months, 2 weeks ago
Do You Still Need Life Insurance in Retirement?
Season 11 Episode 5
Should you keep life insurance once you retire, or is it time to drop it? In this episode of the Wise Money Show, we reveal when life insurance still…
7 months, 3 weeks ago
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…
7 months, 4 weeks ago
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…
8 months ago
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…
8 months, 1 week ago
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…
8 months, 2 weeks ago
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 …
8 months, 3 weeks ago
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…
9 months ago
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…
9 months ago