Wise Money Show

10/05/2024

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 post-retirement tax strategies. In this episode of Wise Money, we dive deep into essential tax strategi...

09/28/2024

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 savings and Social Security to working in retirement, we break down the facts and provide you with the trut...

09/21/2024

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 situations. But with that versatility comes confusion, so in this episode of Wise Money, we are diving int...

09/14/2024

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 risk-conscious way. So, which investment areas are the best fit for you? We're answering that questi...

09/07/2024

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 strategies make sense to use, how they work, and how they differ so you can determine which one is best fo...

08/31/2024

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 details of the 10-year rule and what it means for your financial future on this episode of Wise Money. Sea...

08/24/2024

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 your finances, looking at all 6 areas of your finances. All that and more on this episode of Wise Mo...

08/21/2024

Season 9 has officially wrapped, but the laughs are here to stay! Here are some of our favorite and funniest moments from this past season.

Season 9 of the Wise Money Show has wrapped, but the laughs are here to stay! Enjoy the funniest moments and bloopers from season 9.Have a question you want ...

08/19/2024

We enjoyed having Financial Behavior Specialist Ashley Quamme on the show and hope you did, too! She provided great insight into how our views can help shape our financial success and how, as couples and individuals, we can manage that intersection.

Learn more about Ashley and her passion for psychology and financial planning by following her on Instagram! https://www.instagram.com/beyondthefp

08/17/2024

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 views can fuel our financial decisions. Financial Behavior Specialist Ashley Quamme takes us deeper....

08/16/2024

On tomorrow's episode, we're going beyond financial planning. Financial Behavior Specialist Ashley Quamme joins us in the studio to discuss how our beliefs and views shape our financial decisions.

Catch the show tomorrow at 10 am 🎙️🎥

08/10/2024

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 most common financial scams you need to be on the lookout for in today's episode of Wise Money. Seas...

08/06/2024

If you have paid attention to the news over the last few days, you have likely noticed the extreme volatility we are experiencing in the stock market. Here is an explanation of why we are seeing this volatility and what you can do to protect your finances.

We are seeing historic levels of volatility in the stock market right now, with the Japanese stock market crashing 12% in one day, the second-largest decline...

08/03/2024

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 more over your lifetime. We're discussing the top reasons someone would draw Social Security early and...

07/27/2024

While there are common factors and variables that apply to all of us as we plan for retirement, teachers and many government workers have a handful of additional unique items they must navigate for a successful retirement. What are those commonalities, and what are those unique items? We're helping....

07/20/2024

If you own an asset that has grown in value, you likely will be subject to a considerable amount of capital gains tax when you sell it. In this episode, we're helping you know what strategies exist to help you reduce the capital gains that you would otherwise have to pay. Season 9 Episode 48 Have a....

07/19/2024

New episode tomorrow where the guys talk through different strategies to help you reduce taxes paid on capital gains! 🎙️

Catch the episode on YouTube and podcast tomorrow by searching The Wise Money Show!

07/13/2024

The stock market has surpassed just about everyone's expectations in the first half of 2024. What has caused the strong returns, and what should investors expect in the second half of the year? We're discussing that during this Stock Market Halftime Report episode of the Wise Money Show. Season 9 Ep...

07/06/2024

It was great having Arch Hoxton and Ben Chambers on the show to discuss how to achieve financial freedom! You can catch the show on podcast and YouTube now.

07/06/2024

As we celebrate our nation's freedom, what are some things you can do to be on the path to financial freedom? We're taking a fresh look at the American dream and those common goals shared by so many and how you can achieve them financially. Joined in the studio by guests Arch Hoxton, CFP®, and Ben ...

07/04/2024

Happy Independence Day! 🇺🇸

Today, we celebrate freedom, unity, and the American dream. From all of us at the Wise Money Show, we are wishing you a joyful and safe Independence Day filled with family, friends, and unforgettable memories!

07/03/2024

On this Saturday's show, Arch Hoxton and Ben Chambers join us to share tips on how you can achieve financial freedom! 🇺🇸🎙️

Catch the show on podcast or YouTube!

06/29/2024

What are the financial habits that lead to long-term financial success? In today's episode, we are joined by CFPs Rob Hoxton and Larry Maddox to share common behaviors that you can implement to achieve lasting success in your finances. Season 9 Episode 45 Get Atomic Habits by James Clear here: https...

06/26/2024

Joining us in the studio this week are CFPs Larry Maddox and Rob Hoxton to share the habits that lead to lasting financial success and how you can implement them.🎙

On Podcast and YouTube this Saturday.

06/22/2024

Given the continuing trend of insurance companies being more selective in who they offer insurance to and choosing to not renew customers when their policy comes up for renewal, what are insurance underwriters looking for, and what can you do to reduce the chance that you would be non-renewed? We ar...