The Wise Money Showâ„¢
Podcast image
Want Passive Income From Rental Property? Know These 4 Rules
42 mins; March 28, 2026
These 3 Tax Hacks Sound Fake (But They'll Save You Thousands)
42 mins; March 21, 2026
Don't Leave an Inheritance - Use These Tax-Efficient Transfers Instead
42 mins; March 14, 2026
Bonus Episode: How to Budget at Any Income Level | Even High Earners
18 mins; March 11, 2026
Investing When You're Nervous About the Stock Market
42 mins; March 07, 2026
Are Your Finances Working Together or Against You? 6 Warning Signs
42 mins; February 28, 2026
5 Early Retirement Mistakes That Could Derail Your Entire Plan
41 mins; February 21, 2026
What's The Best Age to Retire? It's Not What You Think
42 mins; February 14, 2026
Bonus Episode: Worried About Taxes in Retirement? Here's What to Do
16 mins; February 11, 2026
Are Target Date Funds a Wise Choice? What to Do When They Aren't
42 mins; February 07, 2026
The Biggest Tax Law Changes You Need to Plan For Right Now
42 mins; January 31, 2026
Is the Stock Market Too Hot Right Now? What Investors Should Do Next
42 mins; January 24, 2026
How a 529 Plan Could Turn Into a $1 Million Tax-Free Retirement Strategy
41 mins; January 17, 2026
Bonus Episode: What's the Best Retirement Move at 50? 401k, Roth, or HSA
16 mins; January 14, 2026
Answers to the 7 Most Common Financial Questions Everyone Is Asking
41 mins; January 10, 2026
5 Financial Resolutions That Pay Off
42 mins; January 03, 2026
How to Build a Cash Flow System That Actually Works
42 mins; December 27, 2025
Planning to Retire in 2026? Your Complete Retirement Checklist
42 mins; December 20, 2025
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
42 mins; December 13, 2025
Bonus Episode: Will Long-Term Care Wreck Your Retirement?
17 mins; December 10, 2025
The Ultimate Year-End Financial Planning Checklist
42 mins; December 06, 2025
How to Be Generous and Still Save On Taxes
42 mins; November 29, 2025
Roth IRA Rules People Get Wrong
42 mins; November 22, 2025
Bonus Episode: Juggling Roth Conversions and Premium Tax Credits in Early Retirement
17 mins; November 19, 2025
Still Have Debt in Your 50s? How to Retire Confidently
42 mins; November 15, 2025
Choosing the Right Investment Mix in Retirement
42 mins; November 08, 2025
2025 Tax Planning Playbook: Wise Moves Before Year-End
42 mins; November 01, 2025
Is There a Maximum Age for Catch-Up Contributions?
42 mins; October 25, 2025
Money Hacks to Save More and Build Wealth Faster
42 mins; October 18, 2025
Bonus Episode: Responding to Your Social Security Questions & Comments
20 mins; October 15, 2025
The 5 Best Times to Do a Roth Conversion (and When You Shouldn't)
42 mins; October 11, 2025
Big Medicare Changes Ahead: What It Means for Your Retirement Plan
42 mins; October 04, 2025
7 Costly Financial Mistakes People Make in Their 50s
42 mins; September 27, 2025
Do You Still Need Life Insurance in Retirement?
42 mins; September 20, 2025
Bonus Episode: How to Handle Finances After Losing a Partner
17 mins; September 17, 2025
Leverage the Latest Tax Law Changes to Save Big
42 mins; September 13, 2025
College Planning 101: 529 Plans, Tax Credits & Smarter Student Loans
42 mins; September 06, 2025
Should You Tap Your Retirement Accounts to Buy a House? And Other Listener Questions
42 mins; August 30, 2025
Top Tax Myths That Could Be Costing You Money
42 mins; August 23, 2025
How to Invest Your HSA & Other Listener Questions Answered
42 mins; August 16, 2025
Bonus Episode: Exit Planning For Selling Your Business
18 mins; August 13, 2025
Can You Retire with Just $1 Million?
42 mins; August 09, 2025
Get More Tax-Free Growth Before You Retire
43 mins; August 02, 2025
5 Signs You're Not as Financially Secure as You Think
42 mins; July 26, 2025
Bonus Episode: Why Pastors Need a Special Financial Plan for Retirement
16 mins; July 24, 2025
How the New Tax Laws Impact Your Financial Planning
42 mins; July 19, 2025
How Much Guaranteed Income Should You Have in Retirement?
42 mins; July 12, 2025
5 Steps to Financial Independence
42 mins; July 05, 2025
Inherited IRA Rules for Spouses Under the Age of 59.5
42 mins; June 28, 2025
ICHRAs - A New Option for Health Insurance
42 mins; June 21, 2025
Retiring Early? How to Plan for Health Insurance
42 mins; June 14, 2025
Answering The Top 10 Most Common Social Security Questions
42 mins; June 07, 2025
Should I Pay Off My Mortgage With an Inheritance?
42 mins; May 31, 2025
How Financial Planners Prepare for Retirement 5 Years Out
42 mins; May 24, 2025
Tariffs, Markets, and Being Recession Ready
42 mins; May 17, 2025
Advanced Planning Strategies Using the Donor Advised Fund
45 mins; May 10, 2025
How to Plan and Save for Your Child's College Education
42 mins; May 03, 2025
Keeping Cost Down (and Coverage Up) When Your Teen Starts Driving
42 mins; April 26, 2025
Sudden Wealth? How to Build a Game Plan for Long-Term Success
42 mins; April 19, 2025
Should You Only Hold Dividend Stocks in Retirement
42 mins; April 12, 2025
What's The Right Emergency Fund for Your Financial Confidence
42 mins; April 05, 2025
Essential Planning for Homeowners Insurance When Moving
42 mins; March 29, 2025
Tax Planning Successes and Misses You Should Learn From
42 mins; March 22, 2025
Your Roth IRA Questions Answered!
42 mins; March 15, 2025
Pro Tips for Managing Your Old 401k
42 mins; March 08, 2025
Should You Save If You Don't Plan on Retiring?
42 mins; March 01, 2025
Top Tax Strategies for Your 2024 Tax Return
42 mins; February 22, 2025
Super Catch-Up Contributions Explained: How to Maximize Your 401k
42 mins; February 15, 2025
How to Transition Wealth
42 mins; February 08, 2025
How to Position Your Portfolio for Market Uncertainty - Investment Themes for 2025
42 mins; February 01, 2025
When Term Life Insurance Is Not the Best Fit for Your Financial Plan
42 mins; January 25, 2025
5 Ways to Reduce Your Taxes in 2025
42 mins; January 18, 2025
What to Do if Your Pension Is Terminated?
42 mins; January 11, 2025
How to Financially Prepare for Having a Baby
42 mins; January 04, 2025
Setting Your Financial Priorities for 2025
42 mins; December 28, 2024
3 Financial Areas to Focus On if Retiring in 2025
42 mins; December 21, 2024
Year-End Giving Strategies to Unlock Tax Savings
42 mins; December 14, 2024
Top Strategies to Lower RMD
42 mins; December 07, 2024
How Much Money Do You Need to Retire?
42 mins; November 30, 2024
Tax Planning Strategies Before Year-End
42 mins; November 23, 2024
5 Steps to Gain Control of Your Finances
42 mins; November 16, 2024
Future-Proofing Your Finances: Planning for What's Next in the Economy
42 mins; November 09, 2024
5 Times Not to Do a Roth Conversion
42 mins; November 02, 2024
Big Changes Coming to Medicare in 2025
42 mins; October 26, 2024
Tax Planning Opportunities From the SECURE Act 2.0
42 mins; October 19, 2024
401k Strategies for Early, Middle, and Late in Your Career
42 mins; October 12, 2024
Pre and Post-Retirement Tax Strategies
42 mins; October 05, 2024
6 Myths About Retirement
42 mins; September 28, 2024
5 Avoidable 529 Plan Mistakes
42 mins; September 21, 2024
How to Invest When Heading Into Retirement
42 mins; September 14, 2024
Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?
42 mins; September 07, 2024
Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances
42 mins; August 31, 2024
Why You Need a Comprehensive Approach to Your Finances
42 mins; August 24, 2024
How Your Views Influence Your Financial Success
42 mins; August 17, 2024
3 Financial Scams to Lookout For
42 mins; August 10, 2024
Top Reasons to Draw Social Security Early and When Not To
42 mins; August 03, 2024
3 Unique Retirement Planning Issues for Government Workers
42 mins; July 27, 2024
How to Reduce Capital Gains Tax
42 mins; July 20, 2024
Stock Market Halftime Report 2024
42 mins; July 13, 2024
How to Achieve Financial Freedom
42 mins; July 06, 2024