Podcast Episodes
Back to SearchTariffs, Markets, and Being Recession Ready
Season 10 Episode 39
Uncertainty has been the theme thus far in the economy and markets. Personally, what are the key decisions in your finances you need to get right dur…
9 months, 2 weeks ago
Advanced Planning Strategies Using the Donor Advised Fund
Season 10 Episode 38
Donor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial plann…
9 months, 3 weeks ago
How to Plan and Save for Your Child's College Education
Season 10 Episode 34
Planning for your child's college education can feel overwhelming, but it doesn't have to be. In this episode of Wise Money, we walk through the key …
10 months ago
Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving
Season 10 Episode 36
Is your teen about to start driving? Buckle up because it's not just their world that's changing; it's your insurance and your wallet, too. We're joi…
10 months, 1 week ago
Sudden Wealth? How to Build a Game Plan for Long-Term Success
Season 10 Episode 35
Whether it's a signing bonus, inheritance, business sale, or a lucky break, sudden wealth can change your life—but only if you manage it wisely. With…
10 months, 2 weeks ago
Should You Only Hold Dividend Stocks in Retirement
Season 10 Episode 34
Is it wise to rely solely on dividend-paying stocks in retirement, or could that strategy backfire? Conventional wisdom says to reduce stock exposure…
10 months, 3 weeks ago
What's The Right Emergency Fund for Your Financial Confidence
Season 10 Episode 33
In today's financial landscape, having the right emergency fund is more crucial than ever for maintaining your financial confidence. In this episode …
11 months ago
Essential Planning for Homeowners Insurance When Moving
Season 10 Episode 32
Are you planning to move into a new home? Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money, we dive…
11 months, 1 week ago
Tax Planning Successes and Misses You Should Learn From
Season 10 Episode 31
Tax planning is one of the six areas of your financial plan, and yet, unlike tax preparation, there is no requirement or deadline to complete your ta…
11 months, 2 weeks ago
Your Roth IRA Questions Answered!
Season 10 Episode 30
The Roth IRA is a fantastic and versatile tool for your financial future. However, it has intricate rules that can cause confusion and uncertainty on…
11 months, 3 weeks ago