Podcast Episodes
Back to SearchTax Planning Opportunities From the SECURE Act 2.0
Season 10 Episode 9
We are diving into the SECURE Act 2.0, which was enacted nearly two years ago, and exploring the tax planning opportunities it presents. While many …
1 year, 4 months ago
401k Strategies for Early, Middle, and Late in Your Career
Season 10 Episode 8
What is your strategy for investing in your 401(k)? For most of us, your 401(k) is your most powerful wealth-building tool, so having a proper strate…
1 year, 4 months ago
Pre and Post-Retirement Tax Strategies
Season 10 Episode 7
Are you prepared for the tax implications of retirement? Tax planning is one of the six areas of your financial life, and it's taking center stage to…
1 year, 5 months ago
6 Myths About Retirement
Season 10 Episode 6
On your path toward a confident retirement, distractions could take you off course. To help you stay on target, we're sharing 6 myths about retiremen…
1 year, 5 months ago
5 Avoidable 529 Plan Mistakes
Season 10 Episode 5
Are you making the most of your 529 plan? It is one of the most versatile tools to save up for college, and thanks to the new laws, the 529 plan has …
1 year, 5 months ago
How to Invest When Heading Into Retirement
Season 10 Episode 4
As you approach retirement, making smart investment choices is crucial for securing your financial future. This time period of your life is one where…
1 year, 5 months ago
Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?
Season 10 Episode 3
If you're looking to maximize your tax-advantaged retirement contributions, understanding how the Backdoor Roth IRA and the Mega Backdoor Roth IRA wo…
1 year, 6 months ago
Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances
Season 10 Episode 2
After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or p…
1 year, 6 months ago
Why You Need a Comprehensive Approach to Your Finances
Season 10 Episode 1
What does it mean to be "wise" about your money? We're kicking off the 10th season of The Wise Money Show, and to do so, we're resetting the purpose …
1 year, 6 months ago
How Your Views Influence Your Financial Success
Season 9 Episode 52
What if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financi…
1 year, 6 months ago