The Wise Money Show™

The start of a new year is a great time to update your budget. That said, we’re going to challenge you to a higher level of a budget by teaching and helping you create a Spending Plan, something we c…

As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vision for your life, something we call your Primary …

We’re approaching the end of another year, and now is a great time to do a quick financial inventory to ensure that you address all of the time-sensitive financial items before it’s too late. We’re s…

The HSA is an extremely versatile financial instrument, so to make the most of it, should you transfer your IRA into your HSA? Interesting question with an interesting answer. We’ll let you know why …

What do you need to do when you receive an inheritance? Large or small, there are several questions that need to be answered. Do you need to pay taxes on the inheritance? Do you need an attorney and …

Did you get a late start saving for retirement? Although we all intend to start saving early, life gets in the way and many people are trying to play catch up on their retirement savings. If you’re g…

As a grandparent, you want the best for your kids and grandkids. We are giving you the 5 ways you can help pay for college so you can help both at one time! That and viewer questions on this episode!

Do you know when to draw Social Security? Should you start collecting at 62 because you can or just do what all your friends did?

Drawing Social Security benefits is one of the biggest financial deci…

Season 5 Episode 11

Many people miss out on lowering their tax bill, not because of forgetting deductions, but by failing to do some simple things with their money that will improve their tax picture…

After the recent tax law changes, specifically with itemized deductions, it is critically important that individuals and business owners who donate to non-profit organizations do Giving Planning as p…

The student loan crisis is having a real impact on our economy. Congress has been working to solve the current student debt crisis by discussing student loan forgiveness plans and potentially even ma…

Season 5 Episode 8

When you're single, your financial planning is different than if you were married. Often times saving up for big purchases, like a house or retirement, can be more difficult. What …

Season 5 Episode 7

Going through a divorce is awful emotionally and also turns your financial life upside down. While you'd never intend to go through this financially, how do you make sure to avoid …

Season 5 Episode 6

Financial planning when you're a single adult will have a different emphasis than for a married couple. We are launching a new 3-part series about finding yourself suddenly single.…

Season 5 Episode 5

What should you do after a bad experience with a financial professional? It's hard to make a great decision after you've been hurt, but those are often the times when a great decis…

Season 5 Episode 4

Social security is an extremely important financial tool, especially in retirement, which is why you want to make sure you do not make a mistake about when and how to start drawing…

Season 5 Episode 3
Feeling overwhelmed with all the decisions Medicare open enrollment brings? Not sure which coverages you need or how it could affect your spouse's health insurance? Whether you're …

Season 5 Episode 2

How do you make sure you’re getting the best rate on your home and auto insurance from your insurance company? We are giving you our top 4 tips and a few extras to make sure you ca…

Season 5 Episode 1

With a rising housing market, should you buy your next house before you sell your current home? You might need to in order to get the house you want, but doing so means you’ve got …

Season 4 Episode 52

Tax Planning is not only one of the six areas of your financial life, but it’s also a habit that can save you a significant amount of money over your lifetime. CPA Ryan Fair joins…