The Wise Money Show™
By Korhorn Financial Group
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Category: Investing
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Episodes: 500
Description
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
| Episode | Date |
|---|---|
|
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
|
Dec 13, 2025 |
|
Bonus Episode: Will Long-Term Care Wreck Your Retirement?
|
Dec 10, 2025 |
|
The Ultimate Year-End Financial Planning Checklist
|
Dec 06, 2025 |
|
How to Be Generous and Still Save On Taxes
|
Nov 29, 2025 |
|
Roth IRA Rules People Get Wrong
|
Nov 22, 2025 |
|
Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retirement
|
Nov 19, 2025 |
|
Still Have Debt in Your 50s? How to Retire Confidently
|
Nov 15, 2025 |
|
Choosing the Right Investment Mix in Retirement
|
Nov 08, 2025 |
|
2025 Tax Planning Playbook: Wise Moves Before Year-End
|
Nov 01, 2025 |
|
Is There a Maximum Age for Catch-Up Contributions?
|
Oct 25, 2025 |
|
Money Hacks to Save More and Build Wealth Faster
|
Oct 18, 2025 |
|
Bonus Episode: Responding to Your Social Security Questions & Comments
|
Oct 15, 2025 |
|
The 5 Best Times to Do a Roth Conversion (and When You Shouldn't)
|
Oct 11, 2025 |
|
Big Medicare Changes Ahead: What It Means for Your Retirement Plan
|
Oct 04, 2025 |
|
7 Costly Financial Mistakes People Make in Their 50s
|
Sep 27, 2025 |
|
Do You Still Need Life Insurance in Retirement?
|
Sep 20, 2025 |
|
Bonus Episode: How to Handle Finances After Losing a Partner
|
Sep 17, 2025 |
|
Leverage the Latest Tax Law Changes to Save Big
|
Sep 13, 2025 |
|
College Planning 101: 529 Plans, Tax Credits & Smarter Student Loans
|
Sep 06, 2025 |
|
Should You Tap Your Retirement Accounts to Buy a House? And Other Listener Questions
|
Aug 30, 2025 |
|
Top Tax Myths That Could Be Costing You Money
|
Aug 23, 2025 |
|
How to Invest Your HSA & Other Listener Questions Answered
|
Aug 16, 2025 |
|
Bonus Episode: Exit Planning For Selling Your Business
|
Aug 13, 2025 |
|
Can You Retire with Just $1 Million?
|
Aug 09, 2025 |
|
Get More Tax-Free Growth Before You Retire
|
Aug 02, 2025 |
|
5 Signs You're Not as Financially Secure as You Think
|
Jul 26, 2025 |
|
Bonus Episode: Why Pastors Need a Special Financial Plan for Retirement
|
Jul 24, 2025 |
|
How the New Tax Laws Impact Your Financial Planning
|
Jul 19, 2025 |
|
How Much Guaranteed Income Should You Have in Retirement?
|
Jul 12, 2025 |
|
5 Steps to Financial Independence
|
Jul 05, 2025 |
|
Inherited IRA Rules for Spouses Under the Age of 59.5
|
Jun 28, 2025 |
|
ICHRAs - A New Option for Health Insurance
|
Jun 21, 2025 |
|
Retiring Early? How to Plan for Health Insurance
|
Jun 14, 2025 |
|
Answering The Top 10 Most Common Social Security Questions
|
Jun 07, 2025 |
|
Should I Pay Off My Mortgage With an Inheritance?
|
May 31, 2025 |
|
How Financial Planners Prepare for Retirement 5 Years Out
|
May 24, 2025 |
|
Tariffs, Markets, and Being Recession Ready
|
May 17, 2025 |
|
Advanced Planning Strategies Using the Donor Advised Fund
|
May 10, 2025 |
|
How to Plan and Save for Your Child's College Education
|
May 03, 2025 |
|
Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving
|
Apr 26, 2025 |
|
Sudden Wealth? How to Build a Game Plan for Long-Term Success
|
Apr 19, 2025 |
|
Should You Only Hold Dividend Stocks in Retirement
|
Apr 12, 2025 |
|
What's The Right Emergency Fund for Your Financial Confidence
|
Apr 05, 2025 |
|
Essential Planning for Homeowners Insurance When Moving
|
Mar 29, 2025 |
|
Tax Planning Successes and Misses You Should Learn From
|
Mar 22, 2025 |
|
Your Roth IRA Questions Answered!
|
Mar 15, 2025 |
|
Pro Tips for Managing Your Old 401k
|
Mar 08, 2025 |
|
Should You Save If You Don't Plan on Retiring?
|
Mar 01, 2025 |
|
Top Tax Strategies for Your 2024 Tax Return
|
Feb 22, 2025 |
|
Super Catch-Up Contributions Explained: How to Maximize Your 401k
|
Feb 15, 2025 |
|
How to Transition Wealth
|
Feb 08, 2025 |
|
How to Position Your Portfolio for Market Uncertainty - Investment Themes for 2025
|
Feb 01, 2025 |
|
When Term Life Insurance Is Not the Best Fit for Your Financial Plan
|
Jan 25, 2025 |
|
5 Ways to Reduce Your Taxes in 2025
|
Jan 18, 2025 |
|
What to Do if Your Pension Is Terminated?
|
Jan 11, 2025 |
|
How to Financially Prepare for Having a Baby
|
Jan 04, 2025 |
|
Setting Your Financial Priorities for 2025
|
Dec 28, 2024 |
|
3 Financial Areas to Focus On if Retiring in 2025
|
Dec 21, 2024 |
|
Year-End Giving Strategies to Unlock Tax Savings
|
Dec 14, 2024 |
|
Top Strategies to Lower RMD
|
Dec 07, 2024 |
|
How Much Money Do You Need to Retire?
|
Nov 30, 2024 |
|
Tax Planning Strategies Before Year-End
|
Nov 23, 2024 |
|
5 Steps to Gain Control of Your Finances
|
Nov 16, 2024 |
|
Future-Proofing Your Finances: Planning for What's Next in the Economy
|
Nov 09, 2024 |
|
5 Times Not to Do a Roth Conversion
|
Nov 02, 2024 |
|
Big Changes Coming to Medicare in 2025
|
Oct 26, 2024 |
|
Tax Planning Opportunities From the SECURE Act 2.0
|
Oct 19, 2024 |
|
401k Strategies for Early, Middle, and Late in Your Career
|
Oct 12, 2024 |
|
Pre and Post-Retirement Tax Strategies
|
Oct 05, 2024 |
|
6 Myths About Retirement
|
Sep 28, 2024 |
|
5 Avoidable 529 Plan Mistakes
|
Sep 21, 2024 |
|
How to Invest When Heading Into Retirement
|
Sep 14, 2024 |
|
Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?
|
Sep 07, 2024 |
|
Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances
|
Aug 31, 2024 |
|
Why You Need a Comprehensive Approach to Your Finances
|
Aug 24, 2024 |
|
How Your Views Influence Your Financial Success
|
Aug 17, 2024 |
|
3 Financial Scams to Lookout For
|
Aug 10, 2024 |
|
Top Reasons to Draw Social Security Early and When Not To
|
Aug 03, 2024 |
|
3 Unique Retirement Planning Issues for Government Workers
|
Jul 27, 2024 |
|
How to Reduce Capital Gains Tax
|
Jul 20, 2024 |
|
Stock Market Halftime Report 2024
|
Jul 13, 2024 |
|
How to Achieve Financial Freedom
|
Jul 06, 2024 |
|
The Habits That Lead to Long-Term Financial Success
|
Jun 29, 2024 |
|
Insurance Underwriting Secrets Revealed & How to Stay in Good Standing With Your Insurance Company
|
Jun 22, 2024 |
|
Navigating the Great Wealth Transfer: Strategies for Success
|
Jun 15, 2024 |
|
The Impact of Tax Laws on Your Wallet
|
Jun 08, 2024 |
|
Understanding the Finances of Your Small Business
|
Jun 01, 2024 |
|
Financial Planning Strategies if Tax Cuts Expire
|
May 25, 2024 |
|
How to Invest During Election Years
|
May 18, 2024 |
|
Should You Plan for an Inheritance?
|
May 11, 2024 |
|
Insuring Your Small Business: Closing the Coverage Gaps
|
May 04, 2024 |
|
Medicare Mistakes to Avoid When Working Past 65
|
Apr 27, 2024 |
|
Record Number of 401k Early Withdrawals - How to Avoid This
|
Apr 20, 2024 |
|
Tax Planning Changes for 2024
|
Apr 13, 2024 |
|
How to Become a 401k Millionaire
|
Apr 06, 2024 |
|
The Right Retirement Plan for Self-Employed
|
Mar 30, 2024 |
|
Pros and Cons of Health Insurance on Marketplace
|
Mar 23, 2024 |
|
How to Help Your Kids Develop Money Skills
|
Mar 16, 2024 |
|
Top Tax Strategies for Retirement
|
Mar 09, 2024 |
|
The Right Entity Structure For Your Small Business
|
Mar 02, 2024 |
|
How to Invest Tax-Efficiently
|
Feb 24, 2024 |
|
5 Truths About Recessions
|
Feb 17, 2024 |
|
Tax Surprises for Your 2023 Tax Return
|
Feb 10, 2024 |
|
Understanding the Partial-Year Rules for HSA
|
Feb 03, 2024 |
|
Tax Planning Strategies to Maximize Your 2023 Tax Return
|
Jan 27, 2024 |
|
Solutions for Today's Greatest Risks
|
Jan 20, 2024 |
|
2023 Investment Recap and 2024 Market Outlook
|
Jan 13, 2024 |
|
Best Ways to Save for Retirement Without a 401k
|
Jan 06, 2024 |
|
The Most Common Financial Goals for 2024
|
Dec 30, 2023 |
|
What Is Your Retirement Score?
|
Dec 23, 2023 |
|
How to Manage Rising Insurance Rates
|
Dec 16, 2023 |
|
Common RMD Mistakes to Avoid
|
Dec 09, 2023 |
|
Backdoor Roth and Mega Backdoor Roth Strategies
|
Dec 02, 2023 |
|
Year-End Tax Planning Strategies for 2023
|
Nov 25, 2023 |
|
The Most Dangerous Assumptions in Retirement Planning
|
Nov 18, 2023 |
|
Is It Possible to Do Too Much Roth Conversion?
|
Nov 11, 2023 |
|
Most Common Questions When Enrolling in Medicare
|
Nov 04, 2023 |
|
Tax Law Changes for 2024 From SECURE Act 2.0
|
Oct 28, 2023 |
|
Creative Funding Strategies for the HSA
|
Oct 21, 2023 |
|
Changes to Medicare From Inflation Reduction Act
|
Oct 14, 2023 |
|
How to Stay Motivated for Long-Term Financial Goals
|
Oct 07, 2023 |
|
5 Biggest Social Security Questions Answered
|
Sep 30, 2023 |
|
How to Get Your Cash Working Harder for You
|
Sep 23, 2023 |
|
How Much Money Do You Need to Retire?
|
Sep 16, 2023 |
|
Most Confusing Issues When Planning for Retirement
|
Sep 09, 2023 |
|
Advanced Planning Strategies Using a Donor Advised Fund
|
Sep 02, 2023 |
|
How to Avoid Paying Taxes in Retirement
|
Aug 26, 2023 |
|
How to Avoid RMD in Retirement
|
Aug 19, 2023 |
|
Student Loan Repayment Strategies
|
Aug 12, 2023 |
|
5 Steps When Going From Employee to Contractor
|
Aug 05, 2023 |
|
Investment Halftime Report for 2023
|
Jul 29, 2023 |
|
How to Shift Your Investment Portfolio at Retirement
|
Jul 22, 2023 |
|
Can You Pull Money Out of Your 401k While Working?
|
Jul 15, 2023 |
|
5 Biggest Roth IRA Mistakes
|
Jul 08, 2023 |
|
Health Insurance Options When Retiring Before Age 65
|
Jul 01, 2023 |
|
Should You Invest in CDs Right Now?
|
Jun 24, 2023 |
|
Should You Invest Your 401k and Roth IRA Differently?
|
Jun 17, 2023 |
|
Insurance Needs for Using Your Home or Car for Business
|
Jun 10, 2023 |
|
How to Keep Your Home & Auto Insurance Rates Low
|
Jun 03, 2023 |
|
Will Tax Rates Sunset in 2026? How to Plan Ahead
|
May 27, 2023 |
|
4 Ways to Use a 529 Plan
|
May 20, 2023 |
|
Five 401k Decisions You Must Make
|
May 13, 2023 |
|
5 Challenges Every Business Faces With Their Retirement Plan
|
May 06, 2023 |
|
How the Banking Crisis Impacts Your Finances
|
Apr 29, 2023 |
|
How Tax Planning Can Make for a Better Tax Return
|
Apr 22, 2023 |
|
Financial Advice for Graduates | Wise Money Commencement Speech
|
Apr 15, 2023 |
|
College Planning Changes for 2023
|
Apr 08, 2023 |
|
What Happens to a 401k Loan if You Switch Jobs?
|
Apr 01, 2023 |
|
4 Potential Changes Coming To Social Security
|
Mar 25, 2023 |
|
How The SECURE Act 2.0 Impacts Your 401k and Retirement
|
Mar 18, 2023 |
|
The State of the Consumer in 2023
|
Mar 11, 2023 |
|
3 Questions to Ask Every Year for Optimal Tax Planning
|
Mar 02, 2023 |
|
Debt in Retirement: Tips and Strategies for Managing Debt
|
Feb 25, 2023 |
|
Understanding the Changes to Roth Accounts and Maximizing Your Retirement Savings
|
Feb 18, 2023 |
|
Biggest Ways the SECURE Act 2.0 Will Impact Your Finances
|
Feb 11, 2023 |
|
Tax Law Changes From the SECURE Act 2.0
|
Feb 04, 2023 |
|
Traps to Avoid When Going From an HSA to Medicare
|
Jan 28, 2023 |
|
What Changes Should You Make in Your Investments for 2023
|
Jan 21, 2023 |
|
How to Avoid Paying Tax on Your Social Security
|
Jan 14, 2023 |
|
Do These 5 Things if You Plan to Retire in 2023
|
Jan 07, 2023 |
|
How to Thrive Financially in 2023 - Recession or Not
|
Dec 31, 2022 |
|
Financial Lessons from Past, Present, and Future
|
Dec 24, 2022 |
|
How to Raise Financially Responsible Kids
|
Dec 17, 2022 |
|
How to Invest if Nearing Retirement
|
Dec 10, 2022 |
|
End of Year Tax Planning Strategies for 2022
|
Dec 03, 2022 |
|
3 Tax Planning Strategies Are Getting Better in 2023
|
Nov 26, 2022 |
|
Will the Social Security COLA Raise Your Taxes?
|
Nov 19, 2022 |
|
5 Ways to Catch Up on Retirement Savings
|
Nov 12, 2022 |
|
Medicare Rates and Open Enrollment for 2023
|
Nov 05, 2022 |
|
Retire Confidently in Uncertain Times
|
Oct 29, 2022 |
|
Should You Get Life Insurance For Your Kids?
|
Oct 22, 2022 |
|
Financial Planning Opportunities in Down Markets
|
Oct 15, 2022 |
|
What Is IRMAA and How to Avoid It
|
Oct 08, 2022 |
|
Where to Draw Money From When Retiring Before Age 59.5
|
Oct 01, 2022 |
|
UnRetiring - Financial Impact of Returning to Work After Retiring
|
Sep 24, 2022 |
|
Crucial Financial Decisions Part 2
|
Sep 17, 2022 |
|
Top 5 Crucial Financial Decisions
|
Sep 10, 2022 |
|
Student Loan Cancellation - The Details and How to Make the Most of It
|
Sep 03, 2022 |
|
The Step Before Budgeting Most People Miss
|
Aug 27, 2022 |
|
10 Social Security Facts You Need to Know
|
Aug 20, 2022 |
|
Should You Invest in I Bonds?
|
Aug 13, 2022 |
|
The Most Common Surprises When Signing Up For Medicare
|
Aug 06, 2022 |
|
How to Avoid Nasty Tax Surprises
|
Jul 30, 2022 |
|
Should You Make Changes To Your Investments Now?
|
Jul 23, 2022 |
|
Financial Clarity to Achieve Your Most Important Goals
|
Jul 16, 2022 |
|
Financial Planning in Your 20s
|
Jul 09, 2022 |
|
Financial Planning in Your 30s
|
Jul 02, 2022 |
|
Financial Planning In Your 40s
|
Jun 25, 2022 |
|
Financial Planning In Your 50s
|
Jun 18, 2022 |
|
Financial Planning In Your 60s
|
Jun 11, 2022 |
|
Financial Planning In Your 70s
|
Jun 04, 2022 |
|
Do You Need to Take RMD From a Roth 401(k)?
|
May 28, 2022 |
|
Changes to Investments During This Volatile Market
|
May 21, 2022 |
|
Roth Conversion Steps to Follow
|
May 14, 2022 |
|
How To Avoid 10% Early Withdrawal Penalty
|
May 07, 2022 |
|
Worst Ways to Draw Money From Retirement Accounts
|
Apr 30, 2022 |
|
Biggest Financial Surprises in Retirement
|
Apr 23, 2022 |
|
Is Now the Time to Lease a Car?
|
Apr 16, 2022 |
|
How a Password Manager Can Help Your Estate Plan
|
Apr 09, 2022 |
|
How to Pay Off Your Mortgage Near Retirement
|
Apr 02, 2022 |
|
Areas of Your Finances You Don’t Realize Are Connected
|
Mar 26, 2022 |
|
3 Ways Assets Transfer at Death
|
Mar 19, 2022 |
|
Tax Changes You Need to Be Aware of BEFORE You File
|
Mar 12, 2022 |
|
3 Ways to Optimize How You Contribute to an HSA
|
Mar 05, 2022 |
|
How Stocks Perform With Rising Interest Rates
|
Feb 26, 2022 |
|
Tax Strategies To Implement For This Tax Season
|
Feb 19, 2022 |
|
Important Ages in Your Financial Life
|
Feb 12, 2022 |
|
The Best Place to Get Your Down Payment for a House
|
Feb 05, 2022 |
|
How To Manage Today’s Stock Market Volatility
|
Jan 29, 2022 |
|
Holes in Your Retirement Savings and How to Fill Them
|
Jan 22, 2022 |
|
2021 Market Review & 2022 Investment Outlook
|
Jan 15, 2022 |
|
What to Do With Your 401k at Your Old Job - The Great Resignation
|
Jan 08, 2022 |
|
The Financial Goal Planning Process
|
Jan 01, 2022 |
|
How To Eliminate The Financial Stress of Christmas
|
Dec 25, 2021 |
|
Tax Shelter Limits and Strategies for 2022
|
Dec 18, 2021 |
|
Ways To Maximize The New Family Tax Credits
|
Dec 11, 2021 |
|
Top 5 Financial Action Items Before Year‘s End
|
Dec 04, 2021 |
|
Best Investment Solutions For The Short Term
|
Nov 27, 2021 |
|
Mistakes to Avoid When Choosing a Financial Planner
|
Nov 20, 2021 |
|
Which Financial Rules of Thumb to Break
|
Nov 13, 2021 |
|
How to Adapt Your Financial Plan For Inflation
|
Nov 06, 2021 |
|
The Biggest Financial Fears and How to Face Them
|
Oct 30, 2021 |
|
Should You Diversify With International Stocks?
|
Oct 23, 2021 |
|
Top Tax Moves to Make Near Retirement
|
Oct 16, 2021 |
|
Misunderstood Tax Laws With Selling a House
|
Oct 09, 2021 |
|
Can I Claim My Child on My Taxes if They Made More Money Than I did?
|
Oct 02, 2021 |
|
3 Financial Tips if You Have Kids in College
|
Sep 25, 2021 |
|
10 Ways to Pay Less for Car Insurance
|
Sep 18, 2021 |
|
What Happens When You Inherit an HSA?
|
Sep 11, 2021 |
|
The Balance Between Wealth and Health
|
Sep 04, 2021 |
|
At What Age Do Most People Retire?
|
Aug 28, 2021 |
|
New Income Rules for Health Insurance Through the Affordable Care Act
|
Aug 21, 2021 |
|
The 10 Best Financial Decisions of Your Life
|
Aug 14, 2021 |
|
The 3 Choices You Have With Your Pension
|
Aug 07, 2021 |
|
When to Get Long Term Care Insurance
|
Jul 31, 2021 |
|
The Rules for SIMPLE IRAs
|
Jul 24, 2021 |
|
2021 Midyear Stock Market Update
|
Jul 17, 2021 |
|
Ways to Use a 529 Plan
|
Jul 10, 2021 |
|
Repaying a Coronavirus Related Distribution
|
Jul 03, 2021 |
|
The Bitcoin Episode
|
Jun 26, 2021 |
|
Should Your Umbrella Policy Cover Underinsured Risks?
|
Jun 19, 2021 |
|
Can I Use My 401k To Buy a House?
|
Jun 12, 2021 |
|
5 Unique Rules of the Roth IRA
|
Jun 05, 2021 |
|
How to Avoid 10% Early Withdrawal Penalty in Retirement
|
May 29, 2021 |
|
Financial Paths After Graduation
|
May 22, 2021 |
|
Why Is the FED Lying About Inflation?
|
May 15, 2021 |
|
The Biggest Financial Planning Gaps
|
May 08, 2021 |
|
Protect Your Finances From Identity Theft
|
May 01, 2021 |
|
Investment Strategies as You Enter Retirement
|
Apr 24, 2021 |
|
Planning Strategies for the SECURE Act 10-Year Rule
|
Apr 17, 2021 |
|
Time to Prepare for Higher Taxes
|
Apr 10, 2021 |
|
How to Talk to Your Kids About Money
|
Apr 03, 2021 |
|
Discussing Finances with Your Family - The 70/40 Rule
|
Mar 27, 2021 |
|
How the New Stimulus Plan Affects Your 2020 Taxes
|
Mar 20, 2021 |
|
Early Withdrawals From Retirement Accounts Through CARES Act
|
Mar 13, 2021 |
|
Is My Home Office Tax Deductible? Biggest Tax Questions Part 2
|
Mar 06, 2021 |
|
The Most Important Variable When Retiring
|
Feb 27, 2021 |
|
Making Sense of the Most Important Short Squeeze Ever
|
Feb 20, 2021 |
|
The Biggest Tax Questions from 2020
|
Feb 13, 2021 |
|
Should You Have Multiple Investment Strategies?
|
Feb 06, 2021 |
|
How Much House Can You Afford?
|
Jan 30, 2021 |
|
Health Insurance Options in Early Retirement
|
Jan 23, 2021 |
|
The Current Retirement Boom
|
Jan 16, 2021 |
|
Stock Market Outlook for 2021
|
Jan 09, 2021 |
|
How To Make 2021 Your Best Financial Year Ever
|
Jan 02, 2021 |
|
Last Minute Tax Planning for 2020
|
Dec 26, 2020 |
|
Financial Challenges to Retiring Early
|
Dec 19, 2020 |
|
The Financial Do's and Don'ts of Gift Giving
|
Dec 12, 2020 |
|
It's the Most Financially-Stressful Time of the Year
|
Dec 05, 2020 |
|
5 Financial Professionals You Need in Your Life
|
Nov 28, 2020 |
|
Roth IRA for Teens
|
Nov 21, 2020 |
|
The Financial Confidence Account
|
Nov 14, 2020 |
|
The 2020 Election and the Stock Market
|
Nov 07, 2020 |
|
Should You Practice Socially Responsible Investing?
|
Oct 31, 2020 |
|
How to Pay Less Tax in 2020
|
Oct 24, 2020 |
|
The Different Parts of Medicare
|
Oct 17, 2020 |
|
Is Our National Debt a Problem?
|
Oct 10, 2020 |
|
Should Married Couples File Taxes Separately or Jointly?
|
Oct 03, 2020 |
|
Stock Splits Explained
|
Sep 26, 2020 |
|
Student Loan Forgiveness and Forbearance Explained
|
Sep 19, 2020 |
|
60/40 Portfolio Is No Longer Enough for Investors
|
Sep 12, 2020 |
|
The First Thing You Need to Know About Money
|
Sep 05, 2020 |
|
Wise Money Movement - Why Comprehensive Financial Planning?
|
Aug 29, 2020 |
|
COVID Housing Boom - 2020 Housing Market Update
|
Aug 22, 2020 |
|
The Importance of a Banking Relationship
|
Aug 15, 2020 |
|
The Greatest Financial Regrets of the COVID Recession
|
Aug 08, 2020 |
|
Is the Stock Market Different This Time?
|
Aug 01, 2020 |
|
How to Solve the Social Security Crisis
|
Jul 25, 2020 |
|
2020 Stock Market Update
|
Jul 18, 2020 |
|
Questions to Ask Your Financial Advisor
|
Jul 11, 2020 |
|
How to Have Financial Freedom
|
Jul 04, 2020 |
|
No-Fault Insurance Laws Are Changing
|
Jun 27, 2020 |
|
Watch Out for Social Security Traps
|
Jun 20, 2020 |
|
What's The Best Investment Strategy
|
Jun 13, 2020 |
|
How to Avoid Paying Capital Gains Tax
|
Jun 06, 2020 |
|
Where to Get Money From in a Crisis
|
May 30, 2020 |
|
Should I Retire in 2020?
|
May 23, 2020 |
|
Financial Advice During a Crisis | Graduates and Young Professionals
|
May 16, 2020 |
|
What to Do After Maxing Out Your 401(k)
|
May 09, 2020 |
|
What to Do With an Old 401(k)
|
May 02, 2020 |
|
Should You Have A Mortgage In Retirement?
|
Apr 25, 2020 |
|
How Often Should You Review Your Home and Auto Insurance?
|
Apr 18, 2020 |
|
How the CARES Act Impacts Small Businesses
|
Apr 11, 2020 |
|
How the CARES Act Impacts You
|
Apr 04, 2020 |
|
Your Most Common Tax Questions Answered
|
Mar 28, 2020 |
|
How to Build Your Financial Skill Stack
|
Mar 21, 2020 |
|
5 Responses to the Stock Market Uncertainty
|
Mar 14, 2020 |
|
Tax Tips for Your 2019 Tax Return
|
Mar 07, 2020 |
|
A Trick to Withdrawing Your 401(k) Early
|
Feb 29, 2020 |
|
How to Adjust Your Financial Plan
|
Feb 22, 2020 |
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Top Five Tax Tips for Your Side Job
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Feb 15, 2020 |
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What You Need to Know Before You Prepare Your Taxes
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Feb 08, 2020 |
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How Car Insurance Works Crossing State Lines
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Feb 01, 2020 |
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How the SECURE Act Impacts Your Financial Plan
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Jan 25, 2020 |
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2019 Investment Review and What to Expect in 2020
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Jan 18, 2020 |
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Defining Financial Success and How to Achieve It
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Jan 11, 2020 |
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How to Create the Right Spending Plan
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Jan 04, 2020 |
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Your Primary Aim | How to Set the Right Financial Goals
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Dec 28, 2019 |
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Year-End Financial Planning
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Dec 21, 2019 |
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Transferring Your IRA to an HSA
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Dec 14, 2019 |
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What to Do When Receiving an Inheritance
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Dec 07, 2019 |
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5 Things to Do if You Started Late Saving for Retirement
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Nov 30, 2019 |
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5 Ways Grandparents Can Help Pay for College
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Nov 23, 2019 |
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When to Draw Social Security and Other Social Security Myths
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Nov 16, 2019 |
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Top Tax Planning Moves to Make Before the New Year
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Nov 09, 2019 |
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How to Save Taxes Using Donor-Advised Funds
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Nov 02, 2019 |
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Student Loan Crisis and Free College
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Oct 26, 2019 |
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Financial Planning When You Are Single
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Oct 19, 2019 |
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Suddenly Single Part 2: Financial Planning After a Divorce
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Oct 12, 2019 |
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Suddenly Single Part 1: Financial Planning After the Death of a Spouse
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Oct 05, 2019 |
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What to Do If You've Been Burned by a Financial Professional
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Sep 28, 2019 |
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Social Security Explained
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Sep 21, 2019 |
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Medicare Explained
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Sep 14, 2019 |
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How to Get the Best Insurance Rates
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Sep 07, 2019 |
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Should You Buy Your Next House Before You Sell Your Current One?
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Aug 31, 2019 |
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The Two Goals of Tax Planning
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Aug 24, 2019 |
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College Planning 101
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Aug 17, 2019 |
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Basic Financial Skills High Schools and Colleges Are Not Teaching
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Aug 10, 2019 |
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Why Millennials Have Less Money Than Their Parents
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Aug 03, 2019 |
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Should You Take a Severance If Offered Today?
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Jul 27, 2019 |
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2019 Investment Halftime Report
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Jul 20, 2019 |
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What Is a Good 401(k) Company Match?
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Jul 13, 2019 |
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Being Financially Independent
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Jul 06, 2019 |
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Are You a Financial Role Model for Your Kids?
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Jun 29, 2019 |
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How to Solve the Retirement Crisis
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Jun 22, 2019 |
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Adult Children Are Impacting Parents Retirement
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Jun 15, 2019 |
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The Roth 401(k) Tax Trap
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Jun 08, 2019 |
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Risks, Rewards, and Regrets of the FIRE Movement
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Jun 01, 2019 |
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Financial Lessons from March Madness
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May 25, 2019 |
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The Four Laws of Rental Real Estate
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May 18, 2019 |
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Most Valuable Planning Concept - Estate Planning
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May 11, 2019 |
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Most Valuable Planning Concept - College Planning
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May 04, 2019 |
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Most Valuable Planning Concept - Retirement Planning
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Apr 27, 2019 |
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Most Valuable Planning Concept - Investment Planning
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Apr 20, 2019 |
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Most Valuable Planning Concept - Tax Planning
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Apr 13, 2019 |
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Most Valuable Planning Concept - Protection Planning
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Apr 06, 2019 |
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Most Valuable Planning Concept - Present Financial Position
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Mar 30, 2019 |
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The 20-Year Term Life Insurance Mistake
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Mar 23, 2019 |
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Converting Your RMD into a Tax Penalty
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Mar 16, 2019 |
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The Financial Do's and Don'ts Before Having a Baby
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Mar 09, 2019 |
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Seven Promises For This Year's Taxes
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Mar 02, 2019 |
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The Retirement Spending Gap
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Feb 23, 2019 |
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Retirement Withdrawal Strategies
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Feb 16, 2019 |
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The Dangers of Preparing Your Own Tax Return
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Feb 09, 2019 |
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Should You Retire at the Same Time as Your Spouse?
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Feb 02, 2019 |
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When Are You Allowed to Contribute to a Health Savings Account?
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Jan 26, 2019 |
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What Do Rising Interest Rates Mean To You?
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Jan 19, 2019 |
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2018 Stock Market Recap & How You Should Invest in 2019
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Jan 14, 2019 |
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The Value of Tracking Your Net Worth
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Jan 05, 2019 |
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How to Set Great Financial Goals
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Dec 29, 2018 |
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Financial Planning for Year End 2018
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Dec 22, 2018 |
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Giving Strategies in the New Tax Law
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Dec 15, 2018 |
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Is Going Back to College a Smart Idea?
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Dec 08, 2018 |
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2018 Year End Tax Planning Checklist
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Dec 03, 2018 |
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The Convenience Revolution with Shep Hyken
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Nov 24, 2018 |
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Do You Have Any Lazy Dollars?
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Nov 17, 2018 |
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Financial Planning for Millennials by Millennials
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Nov 10, 2018 |
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Why This Year's Tax Planning is More Important Than Ever
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Nov 03, 2018 |
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Is it Wise to Payoff Your Mortgage Early or Invest More?
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Oct 27, 2018 |
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Is Long Term Care Insurance Worth The Cost?
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Oct 20, 2018 |
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Be Ready For This Year's Medicare Open Enrollment
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Oct 13, 2018 |
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How to Avoid the Biggest Home & Auto Insurance Mistake
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Oct 06, 2018 |
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How Your Thinking Impacts Your Money
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Sep 29, 2018 |
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Answering One of Financial Planning's Biggest Questions
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Sep 22, 2018 |
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Should You Invest Using Mutual Funds or Exchange Traded Funds?
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Sep 15, 2018 |
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The Eight Best Indicators of the Long-Term Stock Market
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Sep 08, 2018 |
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All The Ways You Can Mess Up Your 401(k)
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Sep 01, 2018 |
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S3E52: College Planning Prep Course
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Aug 25, 2018 |
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S3E51: Overcoming Retirement Obstacles
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Aug 18, 2018 |
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S3E50: 2018 Stock Market Update
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Aug 11, 2018 |
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S3E49: The Four Financial Habits That Lead to Lasting Success
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Aug 04, 2018 |
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S3E48: How 4 Years Can Propel Your Next 40 Years
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Jul 28, 2018 |
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S3E47: Does Your Small Business Need a Line of Credit?
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Jul 21, 2018 |
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S3E46: How to Succeed at Succession Planning
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Jul 14, 2018 |
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S3E45: Should Your Small Business Be an LLC or S Corp?
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Jul 07, 2018 |
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S3E44: The What and the Why of Estate Planning
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Jun 30, 2018 |
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S3E43: What To Do When Life Throws You Curve-balls
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Jun 23, 2018 |
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S3E42: Are All Term Life Insurance Policies Created Equal?
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Jun 16, 2018 |
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S3E41: 2018 State of the Housing Market
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Jun 11, 2018 |
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S3E40: Is Your Retirement Vision Crystal Clear?
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Jun 02, 2018 |
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S3E39: The Electric Shock - Lessons From GE
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May 26, 2018 |
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S3E38: Are All Financial Advisors Created Equal?
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May 19, 2018 |
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S3E37: Planning For Healthcare In Retirement
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May 12, 2018 |
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S3E36: Could You Pass This Retirement Readiness Quiz?
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May 05, 2018 |
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S3E35: Tax Season Takeaways
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Apr 28, 2018 |
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S3E34: Are You Ready Financially To Have Kids?
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Apr 19, 2018 |
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S3E33: How To Be Prepared Financially In The Event Of A Sudden Health Change
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Apr 16, 2018 |
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S3E32: The Financial Mistakes To Avoid When Receiving An Inheritance
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Apr 07, 2018 |
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S3E31: Do Not Miss These Financial Steps When Facing A Job Change
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Mar 31, 2018 |
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S3E30: The Most Important Estate Planning Choices You Must Make
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Mar 24, 2018 |
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S3E29: Financial Choices Related To College Planning
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Mar 19, 2018 |
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S3E28: Your Most Important Financial Decisions For Your Retirement
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Mar 10, 2018 |
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S3E27: The Most Important Choices You Make In Your Investments
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Mar 05, 2018 |
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S3E26: Don't Make The Wrong Tax Decision In These Key Areas
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Feb 24, 2018 |
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S3E25: How To Make This Tax Season Your Best One Ever
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Feb 17, 2018 |
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S3E24: The Most Important Insurance Decisions You Face
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Feb 10, 2018 |
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S3E23: The Most Important Choices You Make In Your Present Financial Position
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Feb 03, 2018 |
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S3E22: The Secret Tips of Successful Budgeting
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Jan 27, 2018 |
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S3E21: Insurance Strategies For 2018
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Jan 20, 2018 |
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S3E20: 2017 Investment Recap and 2018 Outlook
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Jan 18, 2018 |
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S3E19: Setting and Achieving Your Financial Goals
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Jan 06, 2018 |
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S3E18: What The New Tax Laws Mean To You
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Dec 30, 2017 |
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S3E17: Creative Year End Giving Strategies
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Dec 23, 2017 |
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S3E16: Your Year-End Financial Checklist for 2017
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Dec 16, 2017 |
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S3E15: Your Pension Is Being Cashed Out. Now What?
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Dec 11, 2017 |
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S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals?
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Dec 06, 2017 |
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S3E12:The GOP Tax Plan
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Nov 29, 2017 |
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S3E13: Do You Need A Lot Of Money To Work With A Financial Planner?
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Nov 27, 2017 |
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S3E11: An Introduction to Special Needs Financial Planning
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Nov 13, 2017 |
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S3E10: Should You Own The Stock of the Company You Work For?
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Nov 06, 2017 |
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S3E9: The 7 Habits of Self-Made Millionaires
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Oct 30, 2017 |
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S3E8: Are You Ready For Your Medicare Decision?
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Oct 24, 2017 |
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S3E07: What Is Your Vision For Retirement?
|
Oct 16, 2017 |
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S3E6: Will This Hurricane Season Impact Your Insurance Rates?
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Oct 09, 2017 |
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S3E5: Don't Make This FAFSA Mistake
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Oct 02, 2017 |
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S3E04: What To Expect (About Your Finances) When You’re Expecting
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Sep 26, 2017 |
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S3E03: Do You Have An Evidence-Based Investment Approach?
|
Sep 19, 2017 |
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S3E02: Is It Wise To Buy Life Insurance Through Work?
|
Sep 11, 2017 |
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S3E01: Your College To-Do List
|
Sep 07, 2017 |
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S2E52: How Safe Is Mobile Banking?
|
Aug 28, 2017 |
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S2E51: Ten Simple Sentences To Become Rich
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Aug 21, 2017 |
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S2E50: The Questions You Must Ask When Choosing A Financial Planner
|
Aug 14, 2017 |
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S2E49: Should Your Investments Outperform the S&P 500?
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Aug 08, 2017 |
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S2E48: 100th Episode of Wise Money
|
Aug 01, 2017 |
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S2E47: 2017 Stock Market Halftime Report
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Jul 25, 2017 |
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S2E46: The Obstacles To Retiring Early And How To Overcome Them
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Jul 17, 2017 |
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S2E45: When To Consider Using A Roth IRA
|
Jul 11, 2017 |
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S2E44: Being Financially Independent
|
Jul 03, 2017 |
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S2E43: How To Be Wise Financially
|
Jun 27, 2017 |
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S2E42: Is That Covered? Personal Stories From An Insurance Advisor
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Jun 20, 2017 |
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S2E41: Most American’s Fail Income Tax Quiz
|
Jun 13, 2017 |
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S2E40:Vacation Planning vs. Retirement Planning...Who Wins?
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Jun 06, 2017 |
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S2E39: Getting On Track For Retirement
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May 31, 2017 |
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S2E38: Everything You Wanted To Know About Medicaid Planning
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May 23, 2017 |
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S2E37: Do You Need A Trust?
|
May 16, 2017 |
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S2E36: Tax Season Takeaways
|
May 09, 2017 |
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S2E35: 1st Quarter Stock Market Update
|
May 03, 2017 |
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S2E34: FP Series: #6 Estate Planning
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Apr 25, 2017 |
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S2E33: FP Series: #5b CollegePlanning
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Apr 18, 2017 |
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S2E32: FP Series: #5a Retirement Planning
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Apr 18, 2017 |
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S2E31: FP Series: #4 InvestmentPlanning
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Apr 07, 2017 |
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S2E30: FP Series: #3 TaxPlanning
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Mar 30, 2017 |
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S2E29: FP Series: #2 Protection Planning
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Mar 21, 2017 |
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S2E28: FP Series: #1 Present Financial Position
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Mar 15, 2017 |
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S2E27: What Really Is Financial Planning?
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Mar 07, 2017 |
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S2E26: What You Need To Know If You’re Buying or Selling a House This Year
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Feb 28, 2017 |
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S2E25: Did You Miss The Stock Market Rally?
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Feb 21, 2017 |
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S2E24: Who Wants To Be A Millionaire
|
Feb 14, 2017 |
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S2E23: How To Win This Tax Season (part 2)
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Feb 07, 2017 |
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S2E22: How To Win This Tax Season (part 1)
|
Jan 31, 2017 |
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S2E21: How To Prepare Financially For Needing A Nursing Home
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Jan 24, 2017 |
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S2E20: Should You Buy or Lease Your Next Car?
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Jan 17, 2017 |
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S2E19: 2016 Stock Market Recap and 2017 Investment Outlook
|
Jan 09, 2017 |
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S2E18: Goal Setting For The New Year
|
Jan 03, 2017 |
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S2E17: Leadership in Your Finances
|
Dec 27, 2016 |
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S2E16: Options for Student Loan Forgiveness
|
Dec 20, 2016 |
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S2E15: Biggest Financial Mistakes by Generation, and How To Avoid Them
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Dec 13, 2016 |
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S2E14: The Three Stages of Retirement – Stage 3: The “No-Go” Years
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Dec 05, 2016 |
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S2E13: The Three Stages of Retirement – Stage 2: The “Slow-Go” Years
|
Nov 29, 2016 |
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S2E12: The Three Stages of Retirement – Stage 1: The “Go-Go” Years
|
Nov 22, 2016 |
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S2E11: The Election and Your Money
|
Nov 15, 2016 |
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S2E10: Do You Have The Right Retirement Plan?
|
Nov 09, 2016 |
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S2E9: Understanding Your Employee Benefits
|
Nov 01, 2016 |
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S2E8: How To Be Great At Saving Money
|
Oct 25, 2016 |
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S2E7: Why You Need To Be Doing Tax Planning
|
Oct 19, 2016 |
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S2E6: What You Need To Know About Medicare
|
Oct 11, 2016 |
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S2E5: Financial FAQ's
|
Oct 05, 2016 |
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S2E4: How Retirement Is Changing and How You Need To Prepare For It
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Sep 27, 2016 |
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S2E3: How Will the Markets Respond to the Election
|
Sep 20, 2016 |
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S2E2: The Laws of Owning Rental Real Estate
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Sep 13, 2016 |
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S2E1: Highlights From Year One of Wise Money
|
Sep 06, 2016 |
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S1E50: How Much Money Do You Need Saved In Order To Retire?
|
Aug 30, 2016 |
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S1E49: The Roth IRA Demystified
|
Aug 22, 2016 |
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S1E48: Big Changes To FAFSA Coming This Fall With the “Prior Prior Year” Rule
|
Aug 16, 2016 |
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S1E47: Is it time for you to refinance your mortgage…again?
|
Aug 09, 2016 |
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S1E46: How to Set the Right Financial Goals…And Achieve Them!
|
Aug 03, 2016 |
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S1E45: Ensuring You Avoid Bad Home & Auto Insurance
|
Jul 26, 2016 |
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S1E44: Investment Half-time Report for 2016
|
Jul 18, 2016 |
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S1E43: Financial Choices You Will Regret For The Rest Of Your Life (Part 3)
|
Jul 11, 2016 |
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S1E42: Financial Choices You Will Regret For The Rest Of Your Life (Part 2)
|
Jul 05, 2016 |