Podcast Episodes
Back to SearchThe original ‘Inherited Stretch IRA’ has been eliminated by the SECURE Act
Episode 25
The original ‘Inherited Stretch IRA’ has been eliminated by the SECURE Act, and went into effect in the beginning of 2020. So now what do you do? Fin…
2 years, 7 months ago
Is There Hidden Risk Sitting In Your Portfolio? Here’s What You Can Do To Protect Your Wealth
Episode 10
On this week’s episode of Wise Money with Brad Olson, Joe Wilson and Louie Randolph, the trio discuss the hidden risk in your portfolio. Brad, Joe an…
2 years, 7 months ago
How Losing a Spouse Affects Your Retirement
Episode 24
A lot of things change when someone loses their spouse. A retirement plan is no different. Do you know what happens to you retirement plan when your …
2 years, 7 months ago
How To Protect Your Financial Plan From Financial Termites, Inflation & Volatility
Episode 11
This edition of Wise Money with Brad Olson & Joe Wilson kicks off with a discussion about the challenges consumers are facing and the best strategies…
2 years, 7 months ago
Question and Answer Show for September
Episode 23
It’s time for our question and answer show for September, and we have many great questions to answer this month. Find out the answers to these questi…
2 years, 7 months ago
Many Rules for Inheriting Assets and Money Have Changed
Episode 22
Many rules for inheriting assets and money have changed and more rules may be changing soon. Now what do you do? Find out right now.
2 years, 7 months ago
Factors that Affect your Social Security Benefits
Episode 21
A recent survey says that most people do not understand all of the different factors that affect their Social Security benefits, including taxation. …
2 years, 8 months ago
The Retirement Estate Planning World of Today
Episode 20
The retirement and estate planning world today is much different from the past. In fact, there are several old, common and understood retirement rule…
2 years, 8 months ago
Question and Answer Show for August
Episode 19
It’s time for our question and answer show for August, and we have many great questions to answer this month. Find out the answers to these questions…
2 years, 8 months ago
Key Dates and Ages related to your Retirement
Episode 18
You know, many people say that life comes down to just a few moments. Now, I’m not so sure about that, but I do know that your retirement plan comes …
2 years, 8 months ago