The Wise Money Show™

If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering that question and breaking down the ways an inheritance can impact your financial plan in this episode of Wise Money.

Season 9 Episode 38

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One common problem with not taking a comprehensive approach to your finances is having your insurance get out of sync with your financial situation. This gets especially problematic if you're a small business owner. Insurance expert Alysia Boehner joins the Wise Money Show to discuss common insurance needs for your small business and how to close the gaps that exist between you and your small business.

Season 9 Episode 37

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Working past age 65 has its benefits, though it can cause confusion when transitioning onto Medicare. We're discussing the biggest mistakes you need to avoid when getting onto Medicare while still working on this episode of the Wise Money Show. With Health Insurance Advisor Ben Bulgrien. 

Season 9 Episode 36

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Despite a strong labor and stock market, data showed that a record number of people took early hardship withdrawals from their 401(k) in 2023. In this episode of Wise Money, we're discussing why this trend is increasing and what other options are available to avoid taking an early withdrawal. 

Season 9 Episode 35

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As the tax filing season for 2023 comes to a close, it's not too early to start thinking about your 2024 taxes. What tax planning changes should be on your radar, and what strategies should you adopt in your plan right now to make the most of 2024? We're discussing those changes in this episode of Wise Money.

Season 9 Episode 34

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Do you have a goal of having $1 million saved up inside your 401(k) and other retirement accounts? Data from the end of 2023 showed the number of people achieving this milestone skyrocketed. We're sharing how you can achieve $1 million in your 401(k) on this episode of Wise Money.

Season 9 Episode 33

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When you own your own business or are self-employed, one of the key financial decisions you need to make is what type of retirement plan to set up. With all of the different options and new lucrative tax incentives available, this decision can no longer be an afterthought. We are discussing all of your options and tax benefits on this episode of Wise Money. With special guest, Retirement Plans Advisor Corey Johnson.

Season 9 Episod...

If you find yourself between jobs, retiring early, or are self-employed, you'll likely need to explore getting your health insurance through the Marketplace (Affordable Care Act). We're sharing the pros and cons of health insurance on HealthCare.gov and tips you need to be aware of during this episode of Wise Money with special guest Health Insurance Expert Ben Bulgrien.

Season 9 Episode 31

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What should you do when your kids appear to lack the skills and maturity to handle money well? As a parent, should you step in and help, or do you let your kid learn their own lesson? Whether you're managing multigenerational wealth or just observing your kid's decisions with their own finances, we're helping you know the right steps to take in this episode of Wise Money.

Season 9 Episode 30

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Tax planning is one of the six areas of everyone's financial life and needs to be considered when making financial decisions. Being proactive and aware of how you can structure your wealth to pay less tax over your lifetime — or multiple generations — can lead to significant tax savings but could be costly if not done. In this episode of Wise Money, we cover tax planning strategies specifically geared for the year you retire.

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From risk management to tax planning, the entity structure of your small business plays a big role in your financial life and planning. What is the right entity structure for your small business? We're discussing those options, a new regulation, and hitting your questions in this episode of Wise Money.

Season 9 Episode 28

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Do you have a tax-shelter strategy? And beyond that, for money outside of retirement accounts, are you investing tax-efficiently? We're helping you answer those questions as well as other questions submitted by listeners on this episode of Wise Money!

Season 9 Episode 27

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Many economists predicted a recession in 2023 that never came. How important is it to stay on guarded watch for a recession, and what impact does it make in your financial life? In this episode, we're sharing five truths about recession so you can plan ahead even better.

Season 9 Episode 26

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This tax season has very few law changes compared to the previous three years. However, that doesn't mean it won't be full of tax surprises that may wreak havoc on your finances. We're covering those tax surprises you should be aware of and how to avoid them on this episode of Wise Money.

Season 9 Episode 25

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When you are covered by an HSA-eligible high-deductible health plan for part of a year instead of the full calendar year, what amount are you allowed to contribute? What happens if you contribute too much? We're answering those and other listener questions during this episode of Wise Money.

Season 9 Episode 24

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As tax season kicks off, what are the tax strategies you need to consider before you finalize your tax return? We're discussing those and this year's surprising tax rule changes on this episode of Wise Money.

Season 9 Episode 23

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What can you do to help shelter yourself from some of life's greatest financial risks outside your control? In today's episode of Wise Money, we discuss what those risks are and how you can help limit their impact on your own financial life.

Season 9 Episode 22

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The stock market in 2023 didn't meet anyone's expectations, thankfully, in a good way. How did the performance catch so many experts by surprise, and what can you expect from the markets in 2024? We're covering that and more on this episode of Wise Money.

Season 9 Episode 21

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If you don't have a 401(k) available to you at work, or you have one but no company match is offered, what are the best strategies to help you save for retirement? We're discussing the strategies out there and what might be the best one in your situation on this episode of Wise Money.

Season 9 Episode 20

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