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
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
Top Five Tax Tips for Your Side Job
Feb 15, 2020
What You Need to Know Before You Prepare Your Taxes
Feb 08, 2020
How Car Insurance Works Crossing State Lines
Feb 01, 2020
How the SECURE Act Impacts Your Financial Plan
Jan 25, 2020
2019 Investment Review and What to Expect in 2020
Jan 18, 2020
Defining Financial Success and How to Achieve It
Jan 11, 2020
How to Create the Right Spending Plan
Jan 04, 2020
Your Primary Aim | How to Set the Right Financial Goals
Dec 28, 2019
Year-End Financial Planning
Dec 21, 2019
Transferring Your IRA to an HSA
Dec 14, 2019
What to Do When Receiving an Inheritance
Dec 07, 2019
5 Things to Do if You Started Late Saving for Retirement
Nov 30, 2019
5 Ways Grandparents Can Help Pay for College
Nov 23, 2019
When to Draw Social Security and Other Social Security Myths
Nov 16, 2019
Top Tax Planning Moves to Make Before the New Year
Nov 09, 2019
How to Save Taxes Using Donor-Advised Funds
Nov 02, 2019
Student Loan Crisis and Free College
Oct 26, 2019
Financial Planning When You Are Single
Oct 19, 2019
Suddenly Single Part 2: Financial Planning After a Divorce
Oct 12, 2019
Suddenly Single Part 1: Financial Planning After the Death of a Spouse
Oct 05, 2019
What to Do If You've Been Burned by a Financial Professional
Sep 28, 2019
Social Security Explained
Sep 21, 2019
Medicare Explained
Sep 14, 2019
How to Get the Best Insurance Rates
Sep 07, 2019
Should You Buy Your Next House Before You Sell Your Current One?
Aug 31, 2019
The Two Goals of Tax Planning
Aug 24, 2019
College Planning 101
Aug 17, 2019
Basic Financial Skills High Schools and Colleges Are Not Teaching
Aug 10, 2019
Why Millennials Have Less Money Than Their Parents
Aug 03, 2019
Should You Take a Severance If Offered Today?
Jul 27, 2019
2019 Investment Halftime Report
Jul 20, 2019
What Is a Good 401(k) Company Match?
Jul 13, 2019
Being Financially Independent
Jul 06, 2019
Are You a Financial Role Model for Your Kids?
Jun 29, 2019
How to Solve the Retirement Crisis
Jun 22, 2019
Adult Children Are Impacting Parents Retirement
Jun 15, 2019
The Roth 401(k) Tax Trap
Jun 08, 2019
Risks, Rewards, and Regrets of the FIRE Movement
Jun 01, 2019
Financial Lessons from March Madness
May 25, 2019
The Four Laws of Rental Real Estate
May 18, 2019
Most Valuable Planning Concept - Estate Planning
May 11, 2019
Most Valuable Planning Concept - College Planning
May 04, 2019
Most Valuable Planning Concept - Retirement Planning
Apr 27, 2019
Most Valuable Planning Concept - Investment Planning
Apr 20, 2019
Most Valuable Planning Concept - Tax Planning
Apr 13, 2019
Most Valuable Planning Concept - Protection Planning
Apr 06, 2019
Most Valuable Planning Concept - Present Financial Position
Mar 30, 2019
The 20-Year Term Life Insurance Mistake
Mar 23, 2019
Converting Your RMD into a Tax Penalty
Mar 16, 2019
The Financial Do's and Don'ts Before Having a Baby
Mar 09, 2019
Seven Promises For This Year's Taxes
Mar 02, 2019
The Retirement Spending Gap
Feb 23, 2019
Retirement Withdrawal Strategies
Feb 16, 2019
The Dangers of Preparing Your Own Tax Return
Feb 09, 2019
Should You Retire at the Same Time as Your Spouse?
Feb 02, 2019
When Are You Allowed to Contribute to a Health Savings Account?
Jan 26, 2019
What Do Rising Interest Rates Mean To You?
Jan 19, 2019
2018 Stock Market Recap & How You Should Invest in 2019
Jan 14, 2019
The Value of Tracking Your Net Worth
Jan 05, 2019
How to Set Great Financial Goals
Dec 29, 2018
Financial Planning for Year End 2018
Dec 22, 2018
Giving Strategies in the New Tax Law
Dec 15, 2018
Is Going Back to College a Smart Idea?
Dec 08, 2018
2018 Year End Tax Planning Checklist
Dec 03, 2018
The Convenience Revolution with Shep Hyken
Nov 24, 2018
Do You Have Any Lazy Dollars?
Nov 17, 2018
Financial Planning for Millennials by Millennials
Nov 10, 2018
Why This Year's Tax Planning is More Important Than Ever
Nov 03, 2018
Is it Wise to Payoff Your Mortgage Early or Invest More?
Oct 27, 2018
Is Long Term Care Insurance Worth The Cost?
Oct 20, 2018
Be Ready For This Year's Medicare Open Enrollment
Oct 13, 2018
How to Avoid the Biggest Home & Auto Insurance Mistake
Oct 06, 2018
How Your Thinking Impacts Your Money
Sep 29, 2018
Answering One of Financial Planning's Biggest Questions
Sep 22, 2018
Should You Invest Using Mutual Funds or Exchange Traded Funds?
Sep 15, 2018
The Eight Best Indicators of the Long-Term Stock Market
Sep 08, 2018
All The Ways You Can Mess Up Your 401(k)
Sep 01, 2018
S3E52: College Planning Prep Course
Aug 25, 2018
S3E51: Overcoming Retirement Obstacles
Aug 18, 2018
S3E50: 2018 Stock Market Update
Aug 11, 2018
S3E49: The Four Financial Habits That Lead to Lasting Success
Aug 04, 2018
S3E48: How 4 Years Can Propel Your Next 40 Years
Jul 28, 2018
S3E47: Does Your Small Business Need a Line of Credit?
Jul 21, 2018
S3E46: How to Succeed at Succession Planning
Jul 14, 2018
S3E45: Should Your Small Business Be an LLC or S Corp?
Jul 07, 2018
S3E44: The What and the Why of Estate Planning
Jun 30, 2018
S3E43: What To Do When Life Throws You Curve-balls
Jun 23, 2018
S3E42: Are All Term Life Insurance Policies Created Equal?
Jun 16, 2018
S3E41: 2018 State of the Housing Market
Jun 11, 2018
S3E40: Is Your Retirement Vision Crystal Clear?
Jun 02, 2018
S3E39: The Electric Shock - Lessons From GE
May 26, 2018
S3E38: Are All Financial Advisors Created Equal?
May 19, 2018
S3E37: Planning For Healthcare In Retirement
May 12, 2018
S3E36: Could You Pass This Retirement Readiness Quiz?
May 05, 2018
S3E35: Tax Season Takeaways
Apr 28, 2018
S3E34: Are You Ready Financially To Have Kids?
Apr 19, 2018
S3E33: How To Be Prepared Financially In The Event Of A Sudden Health Change
Apr 16, 2018
S3E32: The Financial Mistakes To Avoid When Receiving An Inheritance
Apr 07, 2018
S3E31: Do Not Miss These Financial Steps When Facing A Job Change
Mar 31, 2018
S3E30: The Most Important Estate Planning Choices You Must Make
Mar 24, 2018
S3E29: Financial Choices Related To College Planning
Mar 19, 2018
S3E28: Your Most Important Financial Decisions For Your Retirement
Mar 10, 2018
S3E27: The Most Important Choices You Make In Your Investments
Mar 05, 2018
S3E26: Don't Make The Wrong Tax Decision In These Key Areas
Feb 24, 2018
S3E25: How To Make This Tax Season Your Best One Ever
Feb 17, 2018
S3E24: The Most Important Insurance Decisions You Face
Feb 10, 2018
S3E23: The Most Important Choices You Make In Your Present Financial Position
Feb 03, 2018
S3E22: The Secret Tips of Successful Budgeting
Jan 27, 2018
S3E21: Insurance Strategies For 2018
Jan 20, 2018
S3E20: 2017 Investment Recap and 2018 Outlook
Jan 18, 2018
S3E19: Setting and Achieving Your Financial Goals
Jan 06, 2018
S3E18: What The New Tax Laws Mean To You
Dec 30, 2017
S3E17: Creative Year End Giving Strategies
Dec 23, 2017
S3E16: Your Year-End Financial Checklist for 2017
Dec 16, 2017
S3E15: Your Pension Is Being Cashed Out. Now What?
Dec 11, 2017
S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals?
Dec 06, 2017
S3E12:The GOP Tax Plan
Nov 29, 2017
S3E13: Do You Need A Lot Of Money To Work With A Financial Planner?
Nov 27, 2017
S3E11: An Introduction to Special Needs Financial Planning
Nov 13, 2017
S3E10: Should You Own The Stock of the Company You Work For?
Nov 06, 2017
S3E9: The 7 Habits of Self-Made Millionaires
Oct 30, 2017
S3E8: Are You Ready For Your Medicare Decision?
Oct 24, 2017
S3E07: What Is Your Vision For Retirement?
Oct 16, 2017
S3E6: Will This Hurricane Season Impact Your Insurance Rates?
Oct 09, 2017
S3E5: Don't Make This FAFSA Mistake
Oct 02, 2017
S3E04: What To Expect (About Your Finances) When You’re Expecting
Sep 26, 2017
S3E03: Do You Have An Evidence-Based Investment Approach?
Sep 19, 2017
S3E02: Is It Wise To Buy Life Insurance Through Work?
Sep 11, 2017
S3E01: Your College To-Do List
Sep 07, 2017
S2E52: How Safe Is Mobile Banking?
Aug 28, 2017
S2E51: Ten Simple Sentences To Become Rich
Aug 21, 2017
S2E50: The Questions You Must Ask When Choosing A Financial Planner
Aug 14, 2017
S2E49: Should Your Investments Outperform the S&P 500?
Aug 08, 2017
S2E48: 100th Episode of Wise Money
Aug 01, 2017
S2E47: 2017 Stock Market Halftime Report
Jul 25, 2017
S2E46: The Obstacles To Retiring Early And How To Overcome Them
Jul 17, 2017
S2E45: When To Consider Using A Roth IRA
Jul 11, 2017
S2E44: Being Financially Independent
Jul 03, 2017
S2E43: How To Be Wise Financially
Jun 27, 2017
S2E42: Is That Covered? Personal Stories From An Insurance Advisor
Jun 20, 2017
S2E41: Most American’s Fail Income Tax Quiz
Jun 13, 2017
S2E40:Vacation Planning vs. Retirement Planning...Who Wins?
Jun 06, 2017
S2E39: Getting On Track For Retirement
May 31, 2017
S2E38: Everything You Wanted To Know About Medicaid Planning
May 23, 2017
S2E37: Do You Need A Trust?
May 16, 2017
S2E36: Tax Season Takeaways
May 09, 2017
S2E35: 1st Quarter Stock Market Update
May 03, 2017
S2E34: FP Series: #6 Estate Planning
Apr 25, 2017
S2E33: FP Series: #5b CollegePlanning
Apr 18, 2017
S2E32: FP Series: #5a Retirement Planning
Apr 18, 2017
S2E31: FP Series: #4 InvestmentPlanning
Apr 07, 2017
S2E30: FP Series: #3 TaxPlanning
Mar 30, 2017
S2E29: FP Series: #2 Protection Planning
Mar 21, 2017
S2E28: FP Series: #1 Present Financial Position
Mar 15, 2017
S2E27: What Really Is Financial Planning?
Mar 07, 2017
S2E26: What You Need To Know If You’re Buying or Selling a House This Year
Feb 28, 2017
S2E25: Did You Miss The Stock Market Rally?
Feb 21, 2017
S2E24: Who Wants To Be A Millionaire
Feb 14, 2017
S2E23: How To Win This Tax Season (part 2)
Feb 07, 2017
S2E22: How To Win This Tax Season (part 1)
Jan 31, 2017
S2E21: How To Prepare Financially For Needing A Nursing Home
Jan 24, 2017
S2E20: Should You Buy or Lease Your Next Car?
Jan 17, 2017
S2E19: 2016 Stock Market Recap and 2017 Investment Outlook
Jan 09, 2017
S2E18: Goal Setting For The New Year
Jan 03, 2017
S2E17: Leadership in Your Finances
Dec 27, 2016
S2E16: Options for Student Loan Forgiveness
Dec 20, 2016
S2E15: Biggest Financial Mistakes by Generation, and How To Avoid Them
Dec 13, 2016
S2E14: The Three Stages of Retirement – Stage 3: The “No-Go” Years
Dec 05, 2016
S2E13: The Three Stages of Retirement – Stage 2: The “Slow-Go” Years
Nov 29, 2016
S2E12: The Three Stages of Retirement – Stage 1: The “Go-Go” Years
Nov 22, 2016
S2E11: The Election and Your Money
Nov 15, 2016
S2E10: Do You Have The Right Retirement Plan?
Nov 09, 2016
S2E9: Understanding Your Employee Benefits
Nov 01, 2016
S2E8: How To Be Great At Saving Money
Oct 25, 2016
S2E7: Why You Need To Be Doing Tax Planning
Oct 19, 2016
S2E6: What You Need To Know About Medicare
Oct 11, 2016
S2E5: Financial FAQ's
Oct 05, 2016
S2E4: How Retirement Is Changing and How You Need To Prepare For It
Sep 27, 2016
S2E3: How Will the Markets Respond to the Election
Sep 20, 2016
S2E2: The Laws of Owning Rental Real Estate
Sep 13, 2016
S2E1: Highlights From Year One of Wise Money
Sep 06, 2016
S1E50: How Much Money Do You Need Saved In Order To Retire?
Aug 30, 2016
S1E49: The Roth IRA Demystified
Aug 22, 2016
S1E48: Big Changes To FAFSA Coming This Fall With the “Prior Prior Year” Rule
Aug 16, 2016
S1E47: Is it time for you to refinance your mortgage…again?
Aug 09, 2016
S1E46: How to Set the Right Financial Goals…And Achieve Them!
Aug 03, 2016
S1E45: Ensuring You Avoid Bad Home & Auto Insurance
Jul 26, 2016
S1E44: Investment Half-time Report for 2016
Jul 18, 2016
S1E43: Financial Choices You Will Regret For The Rest Of Your Life (Part 3)
Jul 11, 2016
S1E42: Financial Choices You Will Regret For The Rest Of Your Life (Part 2)
Jul 05, 2016
S1E41: Financial Choices You Will Regret For The Rest Of Your Life (Part 1)
Jun 27, 2016
S1E40: Best Way To Finance Your Small Business
Jun 21, 2016
S1E39: A Smart Plan For Income In Retirement
Jun 15, 2016
S1E38: Tips for Selling A House
Jun 07, 2016
S1E37: What You Must Know Before You Purchase A House
May 31, 2016
S1E36: Small Business Entity Structure and Other Legal Considerations
May 24, 2016
S1E35: Retirement Readiness
May 17, 2016
S1E34: How to Manage the Risk of Needing Long Term Care
May 12, 2016
S1E33: Financial Planning Lessons Learned During Tax Season
May 12, 2016
S1E32: Life Transition Series: Going From Married to Being Single Again
Apr 25, 2016
S1E31: Life Transition Series: From Working to Retirement
Apr 19, 2016
S1E30: Life Transition Series: Financial Focus For An Empty Nester
Apr 12, 2016
S1E29: Life Transition Series: The Financial Planning Issues When Transitioning to Having Kids In College
Apr 05, 2016
S1E28: Life Transition Series: The Financial Planning Issues When Transitioning from Being Married to being a Parent
Mar 29, 2016
S1E27: Life Transition Series: Single to Married
Mar 23, 2016
S1E26: Life Transition Series: The Financial Planning Issues When Transitioning from School into a Career
Mar 15, 2016
S1E25: Planning For Life’s Biggest Transitions
Mar 09, 2016
S1E24: Planning for College
Mar 01, 2016
S1E23: The Most Common Tax Mistakes
Feb 24, 2016
S1E22: Is an HSA a better Retirement account than a 401(k)?
Feb 16, 2016
S1E21: Making Sense of the Market Volatility
Feb 09, 2016
S1E20: Important Tax Breaks Restored For This Year
Feb 04, 2016
S1E19: KFG’s Investment Themes For 2016
Jan 27, 2016
S1E18: Estate Planning
Jan 19, 2016
S1E17: Top 10 Things To Consider When Preparing for Retirement
Jan 12, 2016
S1E16: Making Financial Goals
Jan 05, 2016
S1E15: Fed Interest Rates (Part II)
Dec 29, 2015