Dollar Wise Podcast
By HFM Investment Advisors, LLC
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by HFM Investment Advisors, LLC
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 0
Reviews: 0
Episodes: 80
Description
The HFM Advisor Team shares our experiences working everyday with clients going through life’s transitions. We provide some insights into the personal finance topics of the day and even share the mic with guests from our network of outside professionals. We love what we do and who we do it for, so we hope you enjoy getting to know us and learning some things along the way!
| Episode | Date |
|---|---|
|
Roth Conversions: When (and When Not) to Convert
|
Jul 16, 2026 |
|
Tax Planning in Retirement: Tips to Avoid Costly Income Traps
|
Jun 25, 2026 |
|
Life & Disability Insurance Planning with Taylor West
|
Apr 16, 2026 |
|
Do You Have a Plan for Long-Term Care? Here’s What You Need to Know
|
Apr 02, 2026 |
|
Investing in Longevity: How Personalized Care is Changing Health Planning
|
Feb 05, 2026 |
|
401(k) Fundamentals: What You Need to Know
|
Jan 29, 2026 |
|
Building Wealth for Kids: Accounts Every Parent Should Know
|
Dec 19, 2025 |
|
Tax Talk: Standard vs. Itemized: What You Need to Know
|
Oct 28, 2025 |
|
Tax Talk: Above-the-Line Deductions Explained
|
Sep 18, 2025 |
|
From Worry to Wealth: How to Measure Financial Progress
|
Aug 19, 2025 |
|
Smart Strategies for Charitable Giving and Tax Savings
|
Apr 30, 2025 |
|
What Happens to Your Travel Points When You Die?
|
Apr 01, 2025 |
|
From Saver to Spender: How to Enjoy Your Money in Retirement Without Fear
|
Feb 26, 2025 |
|
Lessons from a Banner Year: How 2024 Shaped the Investment Landscape
|
Jan 28, 2025 |
|
Are Multi-Year Guaranteed Annuities a Smart Choice in a Rising Rate Market?
|
Nov 18, 2024 |
|
Election Concerns and Investing... Mix at Your Own Risk
|
Oct 18, 2024 |
|
How to Save Taxes While Making an Impact
|
Sep 19, 2024 |
|
Beyond the Will, How to Make A Difficult Time Easier on Those Left Behind
|
Jul 03, 2024 |
|
From Grief to Relief: Saving on Taxes After Saying Goodbye
|
Jun 14, 2024 |
|
Smart Not Spoiled: Raising Financially Savvy Kids
|
Jun 04, 2024 |
|
The Key To Retiring Earlier May Not Be Saving More
|
May 14, 2024 |
|
Don’t Let 5% Savings Accounts Distract You From Investing for the Long Term
|
May 06, 2024 |
|
Unlock the True Potential of Your 401(k) Savings
|
Apr 15, 2024 |
|
Affording Retirement in New Jersey: Tax Benefits and Programs for Seniors
|
Apr 08, 2024 |
|
Charge Up Your Savings: Home Improvement and EV Tax Credit Overview
|
Mar 19, 2024 |
|
HSA Strategies: Unlocking the Full Benefits of Your Health Savings Account
|
Mar 05, 2024 |
|
2024 FAFSA Updates: Navigating Changes in College Funding for Families
|
Feb 15, 2024 |
|
Bitcoin ETF, Where Does It Fit Into Your Investments?
|
Jan 25, 2024 |
|
Navigating the New Normal: A 2023 Economic Overview
|
Jan 11, 2024 |
|
Should You Invest in AI Stocks?
|
Dec 29, 2023 |
|
Breaking Down Medicare: What You Should Know Before Enrolling
|
Dec 15, 2023 |
|
What To Do With Those Old 401(k)'s
|
Nov 01, 2023 |
|
Should You Sell Your House for $1?
|
Oct 17, 2023 |
|
How to Invest in A Secure Financial Future for Your Children
|
Oct 03, 2023 |
|
Aging with Grace: Ensuring a Burden-Free Future through Life Care Planning
|
Aug 01, 2023 |
|
Calculating Your Optimized Social Security Formula
|
Jul 17, 2023 |
|
Rich vs. Wealthy: What's the Difference?
|
Jul 03, 2023 |
|
Gold For The Long Term?
|
Jun 15, 2023 |
|
Contingency-Free Real Estate: How Anyone Can Become A Cash Buyer
|
Jun 01, 2023 |
|
Making College Count: Calculating the Long-Term ROI of Your Education
|
May 15, 2023 |
|
Finding Opportunities in the Chaos: Why You Should Invest During Market Volatility
|
May 01, 2023 |
|
Let’s Talk About Cash
|
Apr 15, 2023 |
|
Why Stock Market Predictions Are Worthless
|
Mar 15, 2023 |
|
How Much Are You Ready to Lose from Your Insurance Policy?
|
Feb 01, 2023 |
|
5 Things You Need to Know About Secure Act 2.0
|
Jan 15, 2023 |
|
The Return of the 3% Interest Savings Account
|
Dec 15, 2022 |
|
4 Tips to Better Position Yourself In This Bear Market
|
Nov 15, 2022 |
|
Should You Join A Credit Union Instead of A Bank? With Daniel Sulpizio
|
Oct 15, 2022 |
|
How To Start Investing In Real Estate (Realistically) with Frank Anastasi, CPA
|
Oct 01, 2022 |
|
2022 Has Been a Tough Year for Investors - Overcoming the Physical Toll of Stress
|
Sep 15, 2022 |
|
How To Claim Social Security Without Losing Money with Martha Shedden
|
Aug 15, 2022 |
|
I Bonds Paying 9.62%... What's The Catch?
|
Jul 15, 2022 |
|
The 5 Things You Need To Survive A Bear Market
|
Jun 15, 2022 |
|
Should you buy a home now or wait for prices to drop?
|
May 15, 2022 |
|
How to Save Money When Buying a Car in Today’s Expensive Market
|
Apr 15, 2022 |
|
Can Someone Really Steal the Title to My House? With John Friedman, Esq of First American Title
|
Oct 01, 2021 |
|
Common Mistakes People Make When Starting Medicare with Bill Webb from Saratoga Medicare Advisors
|
Sep 01, 2021 |
|
Smartly Claiming Social Security with Mary Beth Franklin
|
Aug 01, 2021 |
|
Navigating this Crazy Real Estate Market with Devin DiNofa from TCS New Jersey
|
Jul 15, 2021 |
|
Are Solar Panels A Wise Financial Decision For Your Home or Business? with Kevin Davis from Spotlight Energy Solutions
|
Jul 01, 2021 |
|
Protecting Yourself Financially In Post-COVID World with Tim Guim
|
Jun 01, 2021 |
|
How Much Cash Should You Hold In Your Bank Account?
|
May 15, 2021 |
|
Will your retirement be a purposeful journey or watching the grass grow?
|
May 01, 2021 |
|
Current State of Student Loans and Ideas To Consider
|
Apr 15, 2021 |
|
One Year After Lockdown – Why It Pays to Be An Optimistic Investor
|
Apr 01, 2021 |
|
Taking Control of Your Finances as a Young Adult
|
Mar 15, 2021 |
|
Maximizing Independence and Quality Of Life When Planning For A Loved One’s Care with Casey Price
|
Mar 01, 2021 |
|
Is The Stock Market Rigged Against The Everyday Investor?
|
Feb 15, 2021 |
|
Should I Invest Cash at Market All-Time Highs?
|
Feb 01, 2021 |
|
Where Should Your Robinhood Account Fit Into Your Financial Picture?
|
Jan 15, 2021 |
|
Helping Your High School-Age Child Find Their Right-Fit College with Donna Baines
|
Dec 17, 2020 |
|
Navigating Divorce With Preparation and Mindfulness with Alexandra Rigden
|
Dec 01, 2020 |
|
How To Use The Target Date Fund In Your 401k
|
Nov 15, 2020 |
|
Why Use A CPA? with Meggan Ciaccia
|
Nov 01, 2020 |
|
What Could the Presidential Election Mean For Your Investments?
|
Oct 22, 2020 |
|
Why Should I Be Planning for my Long Term Care Needs? with Jill McNeil
|
Oct 01, 2020 |
|
65 This Year? Let's Talk Medicare... with Bill Webb
|
Sep 01, 2020 |
|
The Future of Higher Education and How To Get Ahead with Dr. Fred Keating of RCSJ
|
Aug 01, 2020 |
|
Your 18-26-Year-Old May Need Some Estate Planning with Laura Ergood
|
Jun 22, 2020 |
|
The Hidden Cost Trap of Medicare
|
Jun 01, 2020 |