The Wise Money Show™

Planning for your child's college education can feel overwhelming, but it doesn't have to be. In this episode of Wise Money, we walk through the key steps every parent or grandparent should take when…

Is your teen about to start driving? Buckle up because it's not just their world that's changing; it's your insurance and your wallet, too. We're joined by insurance expert Alysia Boehner to break do…

Whether it's a signing bonus, inheritance, business sale, or a lucky break, sudden wealth can change your life—but only if you manage it wisely. With the NFL Draft happening this coming week, we're u…

Is it wise to rely solely on dividend-paying stocks in retirement, or could that strategy backfire? Conventional wisdom says to reduce stock exposure as you age, but what if your dividend income cove…

In today's financial landscape, having the right emergency fund is more crucial than ever for maintaining your financial confidence. In this episode of Wise Money, we are diving deep into the essenti…

Are you planning to move into a new home? Securing homeowners' insurance can be more complex than ever before. In this episode of Wise Money, we dive into the essential considerations and planning st…

Tax planning is one of the six areas of your financial plan, and yet, unlike tax preparation, there is no requirement or deadline to complete your tax planning. In this episode, we are sharing storie…

The Roth IRA is a fantastic and versatile tool for your financial future. However, it has intricate rules that can cause confusion and uncertainty on how best to utilize this tool. In this episode of…

Navigating the options for an old 401(k) from a previous employer is a crucial step in optimizing your long-term financial strategy. From rolling it over to a new employer's plan, transferring it to …

If you have a crystal clear vision of retirement, saving up today in order to accomplish that may come naturally. But what if that picture isn't so clear, or what if you plan to never stop working? S…

Every tax season, before you file your return, you need to answer three specific questions that will help you with your tax planning both for the tax return you're preparing but also for the year ahe…

New in 2025 is a confusing rule regarding Catch-up Contributions to 401(k)s, 403(b)s, and SIMPLE IRAs. This confusion will lead to many people who are eligible to not take advantage of it. We're expl…

In the midst of the Great Wealth Transfer, where trillions are set to move from one generation to another, how do you ensure the transfer is a blessing and not a curse? Recent data suggest this is mu…

After experiencing a remarkable surge in the stock market in 2024 and 2023, many investors are left wondering what lies ahead. We are diving into the strategies you need to effectively position your …

Choosing the right life insurance is crucial for your financial well-being, but term life insurance isn't always the best fit for everyone, and there are specific scenarios where it might fall short.…

As the year is getting started, are you setting yourself up to be in an even more favorable position with your taxes in 2025? Proactive tax planning at the beginning of the year can help you reduce t…

Kodak is the latest of many companies that have stopped their pension, giving participants options on whether to cash it out, roll it over, or draw a monthly retirement payment. In this episode of Wi…

Welcoming a new baby into your life is an exciting journey, but it can also bring financial challenges. Whether you're expecting, planning to grow your family, or currently have kids, they all have d…

What are your financial priorities for 2025? The habit of establishing written financial goals is extremely helpful in building wealth and achieving financial success. In this episode of Wise Money, …

If you are planning to retire in the year ahead, not only do you need to build out a five-factor retirement plan, but you need to pay more attention to three specific areas in your financial life. In…