Podcast Episodes
Back to SearchAnswering The Top 10 Most Common Social Security Questions
Season 10 Episode 42
Are you confused about Social Security? You're not alone. In this episode of Wise Money, we're answering the top 10 most common Social Security quest…
11 months, 1 week ago
Should I Pay Off My Mortgage With an Inheritance?
Season 10 Episode 41
When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is …
11 months, 2 weeks ago
How Financial Planners Prepare for Retirement 5 Years Out
Season 10 Episode 40
The last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning…
11 months, 3 weeks ago
Tariffs, 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…
11 months, 4 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…
1 year 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 …
1 year 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…
1 year 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…
1 year 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…
1 year, 1 month 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 …
1 year, 1 month ago