Podcast Episodes
Back to SearchHow to Reduce Capital Gains Tax
Season 9 Episode 48
If you own an asset that has grown in value, you likely will be subject to a considerable amount of capital gains tax when you sell it. In this episode, we're helping you know what strategies exist t…
Published on 1 year, 5 months ago
Stock Market Halftime Report 2024
Season 9 Episode 47
The stock market has surpassed just about everyone's expectations in the first half of 2024. What has caused the strong returns, and what should investors expect in the second half of the year? We're…
Published on 1 year, 5 months ago
How to Achieve Financial Freedom
Season 9 Episode 46
As we celebrate our nation's freedom, what are some things you can do to be on the path to financial freedom? We're taking a fresh look at the American dream and those common goals shared by so many …
Published on 1 year, 5 months ago
The Habits That Lead to Long-Term Financial Success
Season 9 Episode 45
What are the financial habits that lead to long-term financial success? In today's episode, we are joined by CFPs Rob Hoxton and Larry Maddox to share common behaviors that you can implement to achie…
Published on 1 year, 5 months ago
Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company
Season 9 Episode 44
Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their policy comes up for renewal, what are insurance un…
Published on 1 year, 5 months ago
Navigating the Great Wealth Transfer: Strategies for Success
Season 9 Episode 43
Over the next 20 years it is projected that over $84 trillion dollars will pass from one generation to the next. This "Great Wealth Transfer" will impact many people's financial lives and financial p…
Published on 1 year, 6 months ago
The Impact of Tax Laws on Your Wallet
Season 9 Episode 42
From 401(k) contribution limits to tax credits and phaseouts, tax laws can make a huge impact on your financial life. In this episode of Wise Money, we are joined by tax law and policy expert Scott H…
Published on 1 year, 6 months ago
Understanding the Finances of Your Small Business
Season 9 Episode 41
If you own or run a small business, are self-employed, or are considering starting your own small business, what financial statements should you be monitoring, and which ones help you run your busine…
Published on 1 year, 6 months ago
Financial Planning Strategies if Tax Cuts Expire
Season 9 Episode 40
The Tax Cuts and Jobs Act passed in 2017 made significant tax law changes and reduced taxes and tax rates. If no congressional action is taken, these tax cuts will expire at the end of next year, and…
Published on 1 year, 6 months ago
How to Invest During Election Years
Episode 231
Election years seem more volatile and pivotable for the world, but certainly the US economy and stock market. For this reason, many people get concerned about investing during election years, or inve…
Published on 1 year, 7 months ago