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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
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Jul 14, 2018 |
S3E45: Should Your Small Business Be an LLC or S Corp?
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Jul 07, 2018 |
S3E44: The What and the Why of Estate Planning
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Jun 30, 2018 |
S3E43: What To Do When Life Throws You Curve-balls
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Jun 23, 2018 |
S3E42: Are All Term Life Insurance Policies Created Equal?
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Jun 16, 2018 |
S3E41: 2018 State of the Housing Market
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Jun 11, 2018 |
S3E40: Is Your Retirement Vision Crystal Clear?
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Jun 02, 2018 |
S3E39: The Electric Shock - Lessons From GE
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May 26, 2018 |
S3E38: Are All Financial Advisors Created Equal?
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May 19, 2018 |
S3E37: Planning For Healthcare In Retirement
|
May 12, 2018 |
S3E36: Could You Pass This Retirement Readiness Quiz?
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May 05, 2018 |
S3E35: Tax Season Takeaways
|
Apr 28, 2018 |
S3E34: Are You Ready Financially To Have Kids?
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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
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Apr 07, 2018 |
S3E31: Do Not Miss These Financial Steps When Facing A Job Change
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Mar 31, 2018 |
S3E30: The Most Important Estate Planning Choices You Must Make
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Mar 24, 2018 |
S3E29: Financial Choices Related To College Planning
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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
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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
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Jan 27, 2018 |
S3E21: Insurance Strategies For 2018
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Jan 20, 2018 |
S3E20: 2017 Investment Recap and 2018 Outlook
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Jan 18, 2018 |
S3E19: Setting and Achieving Your Financial Goals
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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 |