Podcast Episodes
Back to SearchSuper Catch-Up Contributions Explained: How to Maximize Your 401k
Season 10 Episode 26
New in 2025 is a confusing rule regarding Catch-up Contributions to 401(k)s, 403(b)s, and SIMPLE IRAs. This confusion will lead to many people who are eligible to not take advantage of it. We're expl…
Published on 10 months ago
How to Transition Wealth
Season 10 Episode 25
In the midst of the Great Wealth Transfer, where trillions are set to move from one generation to another, how do you ensure the transfer is a blessing and not a curse? Recent data suggest this is mu…
Published on 10 months, 1 week ago
How to Position Your Portfolio for Market Uncertainty - Investment Themes for 2025
Season 10 Episode 24
After experiencing a remarkable surge in the stock market in 2024 and 2023, many investors are left wondering what lies ahead. We are diving into the strategies you need to effectively position your …
Published on 10 months, 2 weeks ago
When Term Life Insurance Is Not the Best Fit for Your Financial Plan
Season 10 Episode 23
Choosing the right life insurance is crucial for your financial well-being, but term life insurance isn't always the best fit for everyone, and there are specific scenarios where it might fall short.…
Published on 10 months, 3 weeks ago
5 Ways to Reduce Your Taxes in 2025
Season 10 Episode 22
As the year is getting started, are you setting yourself up to be in an even more favorable position with your taxes in 2025? Proactive tax planning at the beginning of the year can help you reduce t…
Published on 11 months ago
What to Do if Your Pension Is Terminated?
Season 10 Episode 21
Kodak is the latest of many companies that have stopped their pension, giving participants options on whether to cash it out, roll it over, or draw a monthly retirement payment. In this episode of Wi…
Published on 11 months, 1 week ago
How to Financially Prepare for Having a Baby
Season 10 Episode 20
Welcoming a new baby into your life is an exciting journey, but it can also bring financial challenges. Whether you're expecting, planning to grow your family, or currently have kids, they all have d…
Published on 11 months, 2 weeks ago
Setting Your Financial Priorities for 2025
Season 10 Episode 19
What are your financial priorities for 2025? The habit of establishing written financial goals is extremely helpful in building wealth and achieving financial success. In this episode of Wise Money, …
Published on 11 months, 3 weeks ago
3 Financial Areas to Focus On if Retiring in 2025
Season 10 Episode 18
If you are planning to retire in the year ahead, not only do you need to build out a five-factor retirement plan, but you need to pay more attention to three specific areas in your financial life. In…
Published on 11 months, 4 weeks ago
Year-End Giving Strategies to Unlock Tax Savings
Season 10 Episode 17
As the year comes to a close, it's the perfect time to consider your giving strategies. Do you optimize both your tax planning and your estate planning when making charitable gifts? In this episode o…
Published on 1 year ago