The Wise Money Show™

As the year comes to a close, it's the perfect time to consider your giving strategies. Do you optimize both your tax planning and your estate planning when making charitable gifts? In this episode o…

Are you looking to reduce your Required Minimum Distributions (RMD) and keep more of your hard-earned money? Once you turn age 73, soon to be 75, you are required to begin withdrawing at least a mini…

Retirement is often the most significant financial goal for many, and it usually requires the longest time to reach. One crucial factor in retiring with confidence is knowing how much money you need …

Tax planning is the proactive, creative work done before the end of the year and, in some instances before you file your taxes to improve your tax return. We are walking you through some of the most …

There are 6 areas to everyone's financial life, and the best way to make progress in your finances is to make wise strategies that bring synergy to these 6 areas in pursuit of your financial goals. I…

Starting next year, there will be a new administration in the White House, which leaves a lot up in the air when it comes to the economy and fiscal policy. What adjustments should you be making to yo…

Doing a Roth conversion can be an incredibly powerful financial strategy, allowing you to pay tax on some retirement funds now to have them grow tax-free for your future. However, that does not mean …

There are big changes coming to Medicare in 2025 thanks to the Inflation Reduction Act. We are joined by Medicare and Health Insurance Expert Ben Bulgrien as he explains how these changes will impact…

We are diving into the SECURE Act 2.0, which was enacted nearly two years ago, and exploring the tax planning opportunities it presents. While many changes are still on the horizon, there are strateg…

What is your strategy for investing in your 401(k)? For most of us, your 401(k) is your most powerful wealth-building tool, so having a proper strategy for using it can truly make or break your retir…

Are you prepared for the tax implications of retirement? Tax planning is one of the six areas of your financial life, and it's taking center stage today as we share our favorite pre-retirement and po…

On your path toward a confident retirement, distractions could take you off course. To help you stay on target, we're sharing 6 myths about retirement to be aware of. From misconceptions about saving…

Are you making the most of your 529 plan? It is one of the most versatile tools to save up for college, and thanks to the new laws, the 529 plan has gotten more flexible and can be used in more situa…

As you approach retirement, making smart investment choices is crucial for securing your financial future. This time period of your life is one where you still need growth but need to do so in a more…

If you're looking to maximize your tax-advantaged retirement contributions, understanding how the Backdoor Roth IRA and the Mega Backdoor Roth IRA work is crucial. We are diving into when these strat…

After nearly 5 years, the IRS has finally determined its interpretation of the new 10-year rule for inherited IRAs. Whether you're a beneficiary or planning your estate, we're breaking down the detai…

What does it mean to be "wise" about your money? We're kicking off the 10th season of The Wise Money Show, and to do so, we're resetting the purpose and benefits of taking a comprehensive approach to…

What if we told you that the strategy and planning were only half of what helps you have financial success? In this episode, we go beyond the financial planning and take a look at how our beliefs and…

The latest in financial scams that hackers are using to try and defraud you out of your hard-earned money. It is always prudent to be on guard for sophisticated scams and attacks. We're sharing the 3…

Choosing when to claim Social Security is one of the biggest financial decisions you'll make in your life. The impact is far bigger than many realize, with the difference being potentially $100k or m…